Curated baskets

The thesis

"Canada's energy sector is structurally undervalued — global demand for stable, ethically-sourced oil and gas keeps rising while production discipline keeps margins strong."

The thesis

"Integrated US oil majors have cut costs and returned to capital discipline — generating free cash flow at a wide range of oil prices while paying growing dividends."

The thesis

"Canada's big banks and telecoms have raised dividends for decades through every recession. This basket bets on income that compounds, not just growth that might."

The thesis

"Decades-long dividend growers with pricing power in categories people buy regardless of the economy — the closest thing to a raise that shows up automatically every year."

The thesis

"The companies building AI infrastructure — chips, cloud, and platforms — capture more value than the companies merely using AI. This basket is concentrated in the builders."

The thesis

"Every AI, cloud, and device roadmap runs through a handful of chip designers and foundries. This basket owns the picks-and-shovels layer underneath every software story."

The thesis

"Security spend is one of the few IT budget lines that never gets cut — breaches are expensive, regulation is tightening, and attack surfaces keep growing with the cloud."

The thesis

"Canada's software exporters — from e-commerce infrastructure to vertical-market software — punch well above the size of the domestic market they were built in."

The thesis

"An aging population and relentless drug-pricing power make large-cap healthcare one of the few sectors that grows earnings in almost any economic environment."

The thesis

"The largest US banks benefit from scale, deposit stickiness, and rising fee income — a straightforward bet on the health of the American consumer and capital markets."

The thesis

"Retail's shift online isn't finished — this basket owns the platforms taking share from physical stores across North America and Latin America."

The thesis

"Everyday Canadian spending — groceries, convenience, discount retail, and fast food — captured through the companies with the store count and brand loyalty to keep winning it."

The thesis

"A basket of the property types with the strongest structural tailwinds — data centers, cell towers, logistics, and net-lease retail — for income plus inflation protection."

The thesis

"Diversified exposure to Canadian retail, residential, and office/industrial landlords — monthly-distribution income backed by real property in major Canadian cities."

The thesis

"Grid decarbonization and rising electricity demand from data centers favor both regulated renewable utilities and the solar/storage builders serving them."

The thesis

"Canada is one of the world's deepest mining hubs — gold as a hedge, base metals for electrification, and potash feeding global agriculture, all in one basket."

The thesis

"Canada's concentrated telecom market means the incumbents have durable pricing power and steady subscriber revenue — a defensive, income-oriented sector bet."