PORTFOLIOS

Offering two portfolios—finely balanced to meet your needs.

PORTFOLIOS

Offering two portfolios—finely balanced to meet your needs.

PORTFOLIOS

Offering two portfolios—finely balanced to meet your needs.

Harris Douglas Equity Portfolio

We select profitable and well-run companies with attractive valuations that have difficult-to-replicate advantages and are resilient to change, particularly technological innovation. These businesses can sustain a high return on operating capital, don’t require significant leverage to generate returns and also create growth by reinvesting cash flow.

This is a concentrated portfolio of between 30 and 35 global stocks. We keep turnover to a minimum by buying quality companies and having a long-term view which leads to lower volatility in our portfolios.

As a Harris Douglas Segregated portfolio client, you’ll have access to financial planning, regular communication and direct access to your portfolio manager at any time. Your portfolio manager will work with your lawyer, accountant or other professionals. Minimum of $500,000.

Harris Douglas Equity Portfolio Management Fee

  • $500k to $2 million: 1.2 percent
  • $2 million to $3 million: 1 percent
  • $3 million to $5 million: 0.8 percent
  • Over $5 million: 0.6 percent

Harris Douglas Equity Pooled Fund

The Harris Douglas Equity Pooled fund mimics the Harris Douglas Equity Portfolio

A flat fee of 1.5 percent with a minimum of $150,000.

Coming soon.

Harris Douglas Equity Portfolio

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Harris Douglas Bond Portfolio

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