Investment Strategy

We pride ourselves on our unique value-based strategy with a contrarian slant designed to deliver exceptional results for our clients. Here's a deeper look at our approach:

1. Value-based investing: At Agile, we invest in companies with a lower price than their intrinsic value. This approach allows us to identify opportunities that others may overlook, providing the potential for significant long-term growth.
2. Contrarian mindset: We embrace a contrarian mindset, recognizing that we must be willing to go against the crowd to achieve exceptional results. While we're not day traders, we actively manage our portfolios, seeking out undervalued assets and opportunities that diverge from conventional wisdom.
3. Standing on the shoulders of giants: Inspired by the wisdom of legends like Warren Buffett, Charlie Munger, and Benjamin Graham, we continuously refine and adapt our investment process. We strive to enhance our approach and deliver superior client outcomes by incorporating proven methodologies and learning from the best.
4. Emphasis on risk management: Risk management is paramount in our investment process. We have developed specific disciplines and systems to mitigate risk effectively. From assessing market acceptance signals to implementing bright-line sell disciplines, we prioritize the protection of our client's capital.
5. Transparent communication: We believe in transparency and accountability. Our clients receive monthly updates, and we provide complete visibility into their holdings. Our online platform lets clients access detailed information about their investments, empowering them to make informed decisions and track the rationale behind our investment choices.
6. Continuous Evaluation and Optimization: We are committed to continuous improvement. Our standardized review process ensures that all holdings undergo rigorous evaluation regularly. By staying nimble and adaptable, we optimize our portfolios to capitalize on emerging opportunities and manage risk effectively.

Agile Wealth Management's investment strategy is driven by a commitment to value, contrarian thinking, and rigorous risk management. We're dedicated to delivering exceptional results for our clients through transparent communication, continuous evaluation, and relentless pursuit of excellence.

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”).  Investment services are provided through Agile Securities, an approved trade name of ACPI.  Only investment-related products and services are offered through ACPI/Agile Securities and are covered by the CIPF. Financial planning and insurance services are provided through Agile Wealth Management.  Agile Wealth Management is an independent company separate and distinct from ACPI/Agile Securities.