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The Enriched Capital Conservative Growth Strategy2024-01-16T07:13:04+00:00

Our core custom conservative growth and income portfolios are complemented by a growth oriented, low volatility strategy called:

The Enriched Capital
Conservative Growth Strategy

Enriched by Canada’s Best Dividend Paying Stocks

by Margaret M. Samuel, MBA, LL.B., CFA, President and Portfolio Manager

The Enriched Capital Conservative Growth Strategy is available through Enriched Investing Incorporated. For further information about the Enriched Capital Conservative Growth Strategy and how some of your assets can benefit from the Enriched Capital Conservative Growth Strategy email or call Margaret Samuel at info@enrichedinvesting.com or 416-203-3028.

The Enriched Capital Conservative Growth Strategy is a quantitative strategy that targets above average growth, attractive valuation (lower is better), low volatility, above average return on equity, low debt to equity, better ability to pay down debt, and above average annual dividend growth.

39.56% return in 5.92 years*
Outperformed the S&P/TSX Total Return Index by 423 basis points in 3 years and by 373 basis points in 5.92 years*

*to December 31, 2023

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How did we achieve these returns?

We buy up to 15 Canadian companies targeting

• Above average growth
• Attractive valuation and risk
• High Return On Equity
• Low Debt to Equity and
• Better ability to pay down Debt

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Rising profitability results in growth of free cash flow, and return on equity.

Dividend growth with low volatility has been shown to contribute more to returns than dividend yield alone.

There are a number of variables which determine the rank of each stock;  in addition there are certain buy rules and sell rules.  These guides help to systematically contain risk while consistently uncovering greater potential for growth.  The strategy has been used successfully for several years and continues to evolve.

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Institutional Investor Disclaimer:

The views and information contained within this website are provided for informational purposes only, are not meant as investment advice, and represent the current good-faith views of the authors at the time of publication. These views are subject to change without notice of any kind. The information on this website does not constitute an offer for products or services, or a solicitation of an offer to any persons outside of Canada who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile, or residence, and is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Enriched Investing Incorporated or its affiliates to any registration requirement within such jurisdiction or country. Further, this does not constitute an offer of products or services with regard to any fund, investment scheme, or pooled fund. The Institutional Investor Section of the website is intended for the sole use of institutional investors. Any person who is not an institutional investor should not act or rely on this information.

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Individual Investor Disclaimer:

The views and information contained within this website are provided for informational purposes only, are not meant as investment advice, and represent the current good-faith views of the authors at the time of publication. These views are subject to change without notice of any kind. The information on this website does not constitute an offer for products or services, or a solicitation of an offer to any persons outside of Canada who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile, or residence, and is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Enriched Investing Incorporated or its affiliates to any registration requirement within such jurisdiction or country. Further, this does not constitute an offer of products or services with regard to any fund, investment scheme, or pooled fund.

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