For more than six decades, Wentworth, Hauser and Violich has provided investment management services to individuals, institutions, brokers and financial advisors with a consistent record of strong risk-adjusted performance.  They currently manage nearly $10.0 billion ($CDN) in assets.

Performance Objective for the ROI Global Retirement Fund
To provide a portfolio of primarily large capitalization Global Equity growth stocks, expected to generate long-term capital appreciation.

Investment Strategy
WHV utilizes a top-down sector allocation strategy seeking to generate superior performance over the long term. First, the relative attractiveness of 10 global economic sectors is analyzed. Second, the potential of 67 industry groups is examined. Third, the attractiveness of 55 countries is analyzed. Fourth, the universe of 1,300 equity securities is researched. Lastly, a portfolio of 30 to 40 stocks is constructed, representing primarily economic sectors that have the potential to deliver superior long-term earnings growth.

Portfolio Profile
Portfolios typically hold thirty to forty stocks. This concentration slightly increases risk, but dramatically increases the firm's ability to manage performance and achieve superior returns over the long term.