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Newhaven Asset Management Inc.
Tel: (416) 815 - 2272
Types of Accounts Managed
- Private Individual / Investor
Provinces of Business
- British Columbia
- Newfoundland and Labrador
* indicates a physical location in this province
Newhaven Asset Management Inc. is a leading Canadian investment management firm dedicated to providing advisory services within a separately managed account structure. Independent and employee-owned, Newhaven offers unbiased advice and exceptional service from an experienced portfolio management team.
Newhaven’s Portfolio Managers employ a fundamental investment approach to deliver a stable and sustainable total return stream through changing market environments. Portfolios are primarily composed of high quality, dividend-paying securities, where share prices are measured against the sustainability and potential growth of the dividend income stream. Over time, the income produced by the portfolio represents a significant portion of the expected total return, leaving less emphasis on stock price performance.
Our focus on the quality and sustainability of the securities selected produces portfolios designed to provide superior risk-adjusted returns over the long term. Risk is primarily controlled through security selection, leading to an efficient portfolio with a similar risk level, but higher expected return profile than a balanced portfolio, where risk is primarily controlled through asset mix decisions.
Newhaven strives to produce a tax-efficient portfolio for each client. Selecting high-quality businesses with sustainable, competitive advantages allows for minimal portfolio turnover, deferring capital gains taxes indefinitely in some cases. Additionally, dividends are maximized relative to interest income, which is taxed at higher rates.
Please contact us by phone or email to request further information or to speak with one of our Portfolio Managers.