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Why BirchLeaf

BirchLeaf Investments Inc. is a boutique investment counsel firm formerly known as R.A. Floyd Capital Management Inc., founded in 1999. We manage assets on a discretionary basis for Private, Corporate and Institutional clients. We have an extensive track record in managing both Canadian Equities and Balanced Portfolios. Our corporate size enables us to translate our investment ideas quickly into new holdings. We are able to respond quickly and efficiently to changing market conditions. Our relationships within the investment community enable us to respond and maximize our ideas into effective new opportunities.

Philosophy

We believe in investing in companies that exhibit strong or improving fundamentals and that their share prices are not reflected properly in the marketplace. These companies generally exhibit strong management teams, good balance sheets and have high barriers to entry.

In The News, Conferences, Speaking.....

Robert A.Floyd CFA, of BirchLeaf Investmnets was interviewed on BNN, The Market Wrap, on Friday March 10, 2017 at 4:00PM.

Robert A.Floyd CFA, of BirchLeaf Investments Inc., was recently interviewed by David Pett of the Financial Post. The article titled, TSX on the upswing thanks to mining stocks was published on Saturday March 1, 2014. For a link to this article and other BirchLeaf Investments media coverage, please go to our media page.

 

Robert A.Floyd CFA, of BirchLeaf Investments Inc., was recently interviewed by Monica Gutschi Of DOW JONES NEWSWIRES, The story was picked up by a number of media outlets. The article titled, CANADA TIP SHEET: BirchLeaf Principal Sticks With Baytex Energy was put across the wire on Tuesday May 3rd. For a link to this article and other BirchLeaf Investments media coverage, please go to our media page.

 

Robert A.Floyd CFA, of BirchLeaf Investments Inc., was recently interviewed by Ian Harvey for Backbone magazine, a business, technology & lifestyle magazine. The article titled,'The tech market is looking good', is published in the April 2011 issue of Backbone magazine. For a link to this article and other BirchLeaf Investments media coverage, please go to our media page.

Performance

Below are our composite performance numbers. Click here for more details on all of our performance information. 


We offer individually customized portfolio(s) tailored to meet your specific needs, including your porfolio objectives and risk controls.


For demonstrative purposes we show performance in the form of composites.  A composite is a group of portfolios that are managed towards similar investment objectives.  The performance of the composite is calculated based on the total of the weighted performance of each portfolio that is included in this measurement.  BirchLeaf composites listed below are made up of only our clients with similar objectives.  We have other clients, that due to their specific portfolio objectives and risk profile, are not included in these composites.

as at April 30, 2017
Composites
1m%
3m%
6m%
1yr%
2yr%
3yr%
5yr%
7yr%
Incp.%
Income
(inception: 2008)
0.59

103.01

 10.78
27.25
10.36
7.82
11.95
13.20
11.31
Income & Growth
(inception: 2004)
0.01
1.59
11.82
27.96
 6.42
2.23
8.26
8.03
9.82
Growth
(inception: 2003)
0.11
2.12
11.47
23.86 -3.21
-5.47
 0.46
-0.38
  3.20


Please note:
All returns are reported in Canadian dollars.
Past returns are not indicative of future performance.
Performance is reported on a gross basis due to variability in management fees.
Numbers are compounded for periods of 2 years or higher.

 

 

Last updated on Thu, 05/11/2017 - 18:05