TriDelta Equity Funds

TriDelta Pension Equity Fund

Our Pension fund was developed specifically to meet the needs of investors approaching or in retirement.

We recognize that conservative investors tend to share the following traits:

  • Retired or very close to retiring
  • Looking to generate conservative growth & income from their portfolio
  • Typically, do not have a corporate pension
  • Are increasingly focused on capital preservation
  • Understand that GICs/T-Bills are not a long-term solution
  • Want to be tax efficient

The key benefits of this pension style portfolio approach are:

  • conservative growth that is delivered from consistent dividends, bond interest and less reliance on market gains
  • actively managed
  • much lower volatility
  • tax efficiency on income
  • almost certain to outperform the stock market in a down year

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TriDelta Growth Equity Fund

The TriDelta Growth Equity Fund shares many of the our Pension Equity Fund characteristics although with a focus on growth and less emphasis on income.

We use multidisciplinary approach to select the portfolio holdings:

  • Quantitative models are used to highlight stocks with the best growth and value characteristics (e.g., earnings growth, re-investment rate, analyst revisions, cash flow, dividend history, and earnings stability).  Earnings growth and estimate revisions for each sector or market are also monitored to look for areas with above average growth and value characteristics.
  • Technical analysis is used to pick certain entry/exit or trim/add points with respect to stocks that historically represent overbought or oversold levels. TriDelta will always be aware of each stock’s natural level of support and resistance.  These levels help give cues to see if the stock is being accumulated or sold by the market participants.  Many different inputs are used including trend following, support and resistance levels, market cycles, as well as sentiment indicators.
  • Fundamental analysis is completed using internal and external research to see if any factors influencing the growth and stability of earnings may change in the future (e.g., product developments, competitive forces, lawsuits & management decisions or issues that directly affect a company’s particular sector).

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