The Long Story

We keep our eyes on the long term. Since inception, the Longview Portfolio has produced superior investment returns combined with relatively low volatility.

Highly disciplined strategy. Successful results.

The investment returns of the Longview Portfolio are shown in the table below.

Longview Portfolio Composite
Returns to:
Dec. 31, 2022
Since Inception
10 Year5 Year445%
13.9% 9.2%

The progress of the Longview Portfolio is shown on an annual basis in the graph below.

Value of $100 invested in the Longview Portfolio Composite



1. Based on a composite of all discretionary client accounts having a 100% equity mandate. (i.e., 100% invested in the Longview Portfolio.)
2. Inception date is September 30, 2011.
3. All figures are in Canadian dollars.
4. All returns are before investment management fees.