• Our Income & Growth Capabilities

Income & Growth

"Our Income & Growth strategies consist of Canadian, U.S., International, Global, and Chinese equities that offer reduced volatility, a predictable stream of income, and long-term capital appreciation.”

Robert L. Vanderhooft, CFA
Chief Executive Officer & Chief Investment Officer

Why Greystone

At Greystone, we believe that companies are better able to generate income if they are also growing. Consequently, our equity teams offer income-oriented investors a suite of Income & Growth funds intended to deliver higher income returns than the broad equity market as well as the potential for long-term capital appreciation. We offer five Income & Growth funds:

  • Canadian Equity Income & Growth Fund
  • U.S. Income & Growth Fund
  • International Income & Growth Fund
  • Global Income & Growth Fund
  • China Income & Growth Fund

Related Links

> Our Public Equities Team
> Historical Performance

Public Equities: What Growth Means to Greystone
Our Public Equities investment team takes you behind the scenes to better understand the team’s active management and growth style of Greystone’s public equities franchise. Learn more about the types of companies the team seeks to build a resilient portfolio focused on long-term results.

Thought Leadership >>

Philosophy

Long-term Performance

Superior long-term earnings support dividend growth and capital appreciation.

Generating Income

Generating a higher level of income helps in reducing portfolio volatility.

Concentrated Portfolios

Concentrated portfolios, suitably diversified, deliver the most impact.

Process

To manage the Income & Growth funds, our equity teams utilize the Greystone bottom-up equity selection process using screening and fundamental qualitative analysis to create and manage concentrated portfolios generating predictable streams of income and having expected above-average growth rates.

Greystone Income & Growth Funds

Basis Point® newsletters offer quarterly performance information and an easy-to-understand explanation of the factors influencing investment returns. Click on the links below to view the latest editions.