Protecting and growing your wealth, one investment at a time.
Who We Are
At Dixon Mitchell, we are stewards of wealth, dedicated to protecting and growing our clients' assets as their needs, goals, and circumstances evolve. Our journey began in 2000, when a group of portfolio managers with a desire to do things differently came together to establish a true steward of client wealth. Today, we are an independent, employee-owned investment counsellor, looking after significant assets for a wide array of institutional and private clients.
What We Do
Over the past two decades, our team has developed and refined an investment process focused on protecting capital and generating stable returns. However, we recognize that performance is only part of a comprehensive financial solution. Our recommendations are always grounded in a thorough understanding of each private client's unique objectives and constraints. For institutions, this means understanding the organization's investment policy, its funding sources and distribution requirements, and the profile of its stakeholders.
Strategies
At Dixon Mitchell, we employ a range of investment strategies to achieve our clients' goals. Our strategies include:
Canadian Equity Portfolio
The Dixon Mitchell Canadian Equity Portfolio invests in the shares of mid and large capitalization Canadian companies that display a distinct competitive advantage over their peers and an ability to generate and grow free cash flow.
US Equity Portfolio
The Dixon Mitchell US Equity Portfolio invests in non-Canadian stocks listed on major US exchanges. It targets high-quality businesses with one or more of the following characteristics: a strong competitive position, recognized industry leadership, dominance in a specific niche, or a uniquely effective management team and philosophy.
Small Cap Fund
The Dixon Mitchell Small Cap Fund invests in Canadian stocks with market capitalizations of $2 billion or below. Investment decisions within this portfolio are generated through the same investment process that DM follows for its other equity mandates, with additional time devoted to executive interviews and site visits.
Our Team
Our professionals and staff work in harmony to bring each client's financial vision to life. Our team of experienced investment professionals, led by our President and Chief Investment Officer, works closely with our clients to understand their unique objectives and constraints.
Our Founder
Our Founder, Rob Mitchell, is a seasoned investment professional with a deep understanding of the industry. His vision and leadership have been instrumental in shaping the company's values and culture.
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