Antares Total Return
The Antares Total Return strategy invests in companies that have three characteristics we believe will generate long-term value. The first is conservative financing, i.e. a prudent use of debt over the economic cycle. The second is a high level of recurring – and growing – cash flow, which can be reinvested back into the business and/or paid as dividends. Finally, the price we pay must be reasonable so as to allow for potential share price appreciation as the value of the underlying business grows. The portfolio has historically held 20-30 companies in both foreign and Canadian markets. Through a consistent and diligent attention to our process, we aim to protect and grow clients’ capital by balancing conservatism and judicious opportunism.
Q1 2024 - Webcast
In our most recent webcast we discuss the activity in your portfolio during the quarter.