Gabriel Flores

Interinvest Consulting Corp. of Canada is a conservative, risk-averse manager that employs a value-driven investment approach. The firm seeks to structure portfolios with both excellent growth potential and below-average risk characteristics. Interinvest's investment process starts with a top-down macroeconomic approach. They analyze the current economic and geopolitical environments to forecast secular trends and how they may affect the world's financial markets. The firm focuses on determining when and where the markets are most at risk. Interinvest seeks to add value by avoiding the riskiest market sectors. The firm monitors a variety of macroeconomic factors including (1) the economic environment (2) central bank monetary policy (3) the inflation outlook (4) market performance (5) expectations for corporate profits and growth and (6) the political climate. By assessing these indicators and their potential impact on returns, Interinvest makes asset allocation decisions that allow then to move to the next step in the investment process. Interinvest employs a bottom-up security selection process. They use fundamental analysis to identify situations in which assets are mispriced in the markets. Mispricing may be manifested as undervalued property, an unrecognized product cycle or an early-stage business turnaround. The firm also looks for certain known situations, such as M&A activity or news flow that may serve as catalysts for creating or collapsing a mispricing. Interinvest's core offering is their individually managed portfolios which are segregated, actively-managed, discretionary accounts of securities that are designed to meet each client's specific investment objectives. The firm's main priority is the preservation of capital. Interinvest will hold high quantities of cash when their research indicates risk is high. They do not invest in funds. Their portfolios include global equity, international equity, global balanced and enhanced income (a fixed-income oriented portfolio with a small equity weighting). The firm occasionally manages portfolios that are individually designed for clients including North American equity, cash management, high yield and currency.

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