Matthew Kaszel

LAM aims to preserve and grow their clients’ financial wealth through responsible portfolio management so that they meet their investment objectives. The firm focuses on actively managing two core strategies: Canadian equity and Canadian fixed-income, aiming to outperform the main indexes over the long-term and to add value by achieving higher than market returns with lower risk. Their process focuses on three approaches to identifying investment opportunities: value, growth at a reasonable price (GARP), and special situations.

Heward aims to provide long-term capital growth while minimizing your exposure to risk and volatility. This is achieved through their prudent and disciplined investment process. The firm employs an investment style characterized as growth at a reasonable price (GARP) with a value bias. They adopt a long-term investment horizon and seek investment opportunities with the following attributes: predictable earnings, cash flow growth, and stable income stream. The firm’s Investment Committee designates investment mandates, oversees the due diligence process, and has the final authority on all investment decisions.