High Conviction: A Footware Company That Runs With Generation Y

Jamie Moye submits:

Logie Cassells (at right, top) and Jamie Moye (at right, below) are the principals of Beacon Asset Managers based in Chester, Nova Scotia. The company is a subsidiary of Beacon Securities Ltd., and offers independent investment services to financial institutions.

The company’s “3 Beacon” research approach focuses on three disciplines – demographics, valuation and sentiment – to discover undervalued equities, the performance of which are tracked in its model Beacon Master Portfolio. Cassells and Moye report that the model portfolio is showing a return of more than 75 percent since its December 2008 inception, representing more than 50 percentage point outperformance of the S&P Global Index ETF (IOO), which is up about 18 percent for the same time frame.


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