Our Performance Speaks to our Process
The ARC model portfolios are comprised of companies chosen by Accountability Research for attributes including superior earnings quality and above average return potential.
From a risk management perspective, our approach and attention to earnings and cash flow quality sets our research and models apart. We use a system of proprietary forensic indicators to identify opportunities and minimize undue financial reporting risks, while maximizing portfolio returns.
From a fundamental valuation perspective, we follow a bottom-up approach that focuses on cash flow sustainability, on and off-balance sheet leverage, competitive advantages and threats, corporate risks and opportunities, and key drivers of the business. Our valuation models are grounded in adjusted cash flow and earnings analysis.
| QTD | YTD | 1-Year | 2-Year | 3-Year | |
| ARC North American | 10.1% | -3.6% | -3.6% | 12.2% | 22.8% |
| S&P TSX Composite | 2.8% | -11.1% | -11.1% | 0.9% | 10.0% |
| S&P 500 | 11.2% | 0.0% | 0.0% | 6.2% | 11.7% |
Performance Ended December 31, 2011
Portfolio Construction FAQs »
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Canadian Income Focus Model
View ModelThe ARC Income Focus Model is designed primarily to provide dividend income and capital preservation with a focus on cash flow and dividend sustainability.
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North American Model
View ModelThe ARC North American Model is comprised of companies chosen by Accountability Research for attributes including Earnings Quality and superior capital appreciation.
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North American Income Model
The ARC North American Income Model carries the same mandate as our Canadian Income Model but is comprised of North American listed companies. They are chosen not just for thier yield but for thier quality of earnings, cash flow and dividend sustainability.View Model -
International Model
View ModelThe ARC International Exposure Model Portfolio is designed primarily to provide long-term capital appreciation to clients who seek International exposure…
Model Portfolio
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Canadian Income Focus Model
The ARC Income Focus Model is designed primarily to provide dividend income and…
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North American Model
The ARC North American Model is comprised of companies chosen by Accountability Research…
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North American Income Model
The ARC North American Income Model carries the same mandate as our Canadian…
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International Model
The ARC International Exposure Model Portfolio is designed primarily to provide long-term capital…
Latest Research
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MI Developments Inc. | May. 2012
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Baytex Energy | May. 2012
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Crescent Point Energy | May. 2012
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Enbridge Inc. | May. 2012
ARC In the News
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May 2012
Income Trusts are Back
Al and Mark Rosen, Advisor.ca
In his new book, Thieves of Bay Street, author Bruce Livesey describes income trusts as a clear case of "the Canadian financial industry marketing Ponzi scheme-like investments." He minces few words in describing how banks marketed the trusts to retail clients and investment advisors using a "turbo-charged hype machine."
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May 2012
Loblaw downgraded to Sell
With Target's arrival just around the corner and Wal-Mart ramping up its grocery offerings, Accountability Research analyst Kevin Chu warns Loblaw Cos. Ltd. is in precarious shape.
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April 2012
Beware your Auditor
Al and Mark Rosen, Advisor.ca
People are questioning the auditor's role in the wake of engineering firm SNC Lavalin's recent missteps. Its CEO resigned in March and its board is reviewing $35 million of potentially inappropriate payments it made to construction projects.The company has also been accused of ties to former Libyan dictator Moammar Gadhafi.