"Be Proactive, Not Reactive"
Ken Koby
Vice President
Portfolio Manager
Separately Management Accounts (SMAs)*
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StrategyLong-Only
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Net Exposure~ 85% to 100%
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Asset ClassPublic Equities
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GeographyNorth American Focus
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Market CapitalizationMid/Large Cap
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Position SizeUp to 10%
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Liquidity< 1x Average Daily Volume
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Loss LimitsReview if losses exceed -15%
- *These parameters represent the equity portion of Galliant's SMAs
How It Works
The Galliant Separately Managed Accounts (SMAs) are actively managed long-only portfolios that seek to capture the upside in our favourite ideas. The SMAs invest primarily in North American securities and utilize an event-driven and fundamental investment approach supported by strong financial analytics to uncover investment securities poised for near-term upside, as well as longer-term growth and value opportunities.
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