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KALEO Portfolios

A magnifying glass inspects a bar chart, representing how we carefully choose companies to hold positions in for our investment portfolios.

A Research-Centric Approach to Investment Management

 

Balancing traditional research techniques with modern portfolio science allows our team to find companies that demonstrate and maintain solid investing fundamentals.

Our typical criteria for inclusion in Kaleo:

    • less volatile, proven earnings
    • long-standing, stable dividend policies
    • share prices justified on current earnings and reasonable growth possibilities
    • quality financial statements
    • coherent management
    • an operational business plan

Want to investigate our in-house research?

Direct Stock-Holding Portfolio

 

Qube’s direct stock-holding portfolio—Kaleo—provides an alternative to mass market investment products. We are able to provide investors a more thoughtfully-crafted choice than the usual mutual funds or brokerage wrap accounts. And our investment management fees are purposefully competitive and transparent at all times.

Take a closer look at our fees!

Kaleo consists of a portfolio of stocks that are selected using an investment approach that applies company-specific fundamental analysis and strategic macroeconomic positioning. The model invests in a mix of domestic and international equities, with geographic weighting subject to change intermittently.

One aspect that sets Qube apart from other wealth managers is the complement of additional services included in our management fees. Clients can trust that we are viewing their wealth management through a holistic lens, focused on their own personal needs.

One Portfolio, Two Variations

 

Our Kaleo Full model is composed of roughly 35 stocks, including a couple of index ETFs.

For clients with invested funds between $250K and $1M, we offer a subset of this model, called Kaleo A, which is composed of roughly 25 stocks, also including a couple ETFs. Kaleo A is offered in order to reduce brokerage fees.

Returns since inception for each of our Kaleo models are similar by design.

We currently aim to hold a stock for 3-5 years in our Kaleo models. This means that we have an average portfolio turnover of 25%.

Our benchmark for Kaleo is defined as 50% of the MSCI  World Index and 50% of the S&P TSX Composite Index. We chose our benchmark to more accurately represent the broad geographic diversification of our holdings in Kaleo.

Kaleo might be the key to making your investments matter.

Use our quick checklist to see if we’re a fit for you!

KALEO FULL PERFORMANCE

Returns are after trading costs but before management fees on a model portfolio of $500,000. All returns for a period of more than one year are reported as annualized returns. Reported returns are for the period ending December 31, 2022. Inception of Kaleo Full is January 3, 2011.

KALEO A PERFORMANCE

Returns are after trading costs but before management fees on a model portfolio of $500,000. All returns for a period of more than one year are reported as annualized returns. Reported returns are for the period ending December 31, 2022. Inception of Kaleo A is January 3, 2011.

Qube’s Kaleo Investment Models

Access more detailed information by reaching out to our team. Please consult professional advice prior to investing to ensure your investment is appropriate for your level of risk tolerance.

 

Portfolio Manager: Ian Quigley, MBA, CFA
Investment Counsellor: Noah Clarke, MA

KALEO Portfolios

A Research-Centric Approach to Investment Management

 

Balancing traditional research techniques with modern portfolio science allows our team to find companies that demonstrate and maintain solid investing fundamentals.

A magnifying glass inspects a bar chart, representing how we carefully choose companies to hold positions in for our investment portfolios.

Our typical criteria for inclusion in Kaleo:

    • less volatile, proven earnings
    • long-standing, stable dividend policies
    • share prices justified on current earnings and reasonable growth possibilities
    • quality financial statements
    • coherent management
    • an operational business plan

Want to investigate our in-house research?

Direct Stock-Holding Portfolio

 

Qube’s direct stock-holding portfolio—Kaleo—provides an alternative to mass market investment products. We are able to provide investors a more thoughtfully-crafted choice than the usual mutual funds or brokerage wrap accounts. And our investment management fees are purposefully competitive and transparent at all times.

Take a closer look at our fees!

Kaleo consists of a portfolio of stocks that are selected using an investment approach that applies company-specific fundamental analysis and strategic macroeconomic positioning. The model invests in a mix of domestic and international equities, with geographic weighting subject to change intermittently.

One aspect that sets Qube apart from other wealth managers is the complement of additional services included in our management fees. Clients can trust that we are viewing their wealth management through a holistic lens, focused on their own personal needs.

One Portfolio, Two Variations

 

Our Kaleo Full model is composed of roughly 35 stocks, including a couple of index ETFs.

For clients with invested funds between $250K and $1M, we offer a subset of this model, called Kaleo A, which is composed of roughly 25 stocks, also including a couple ETFs. Kaleo A is offered in order to reduce brokerage fees.

Returns since inception for each of our Kaleo models are similar by design.

We currently aim to hold a stock for 3-5 years in our Kaleo models. This means that we have an average portfolio turnover of 25%.

Our benchmark for Kaleo is defined as 50% of the MSCI  World Index and 50% of the S&P TSX Composite Index. We chose our benchmark to more accurately represent the broad geographic diversification of our holdings in Kaleo.

Kaleo might be the key to making your investments matter.

Use our quick checklist to see if we’re a fit for you!

KALEO FULL PERFORMANCE

Returns are after trading costs but before management fees on a model portfolio of $500,000. All returns for a period of more than one year are reported as annualized returns. Reported returns are for the period ending December 31, 2022. Inception of Kaleo Full is January 3, 2011.

KALEO A PERFORMANCE

Returns are after trading costs but before management fees on a model portfolio of $500,000. All returns for a period of more than one year are reported as annualized returns. Reported returns are for the period ending December 31, 2022. Inception of Kaleo A is January 3, 2011.

Qube’s Kaleo Investment Models

Access more detailed information by reaching out to our team. Please consult professional advice prior to investing to ensure your investment is appropriate for your level of risk tolerance.

 

Portfolio Manager:
Ian Quigley, MBA, CFA
Investment Counsellor:
Noah Clarke, MA