Bush Associates Ltd. maintains a conservative approach to investment management in keeping with our objectives of capital preservation and long-term capital growth. Our focus is on large capitalization, blue chip Canadian and U.S. companies that demonstrate strong track records with respect to earnings, management and dividend increases.

We gain exposure to expanding world economies through the businesses of North American multi-national corporations, as well as through direct participation in foreign markets when appropriate. Our equity portfolios are diversified among industries as well as specific holdings within those industries. The selection and weightings of stocks and sectors are based on our own analyses of corporate, industry and economic outlooks as well as external research. 

Investment grade bonds and debentures and top-quality preferred shares make up the fixed income portion of our portfolios. Bonds and debentures are generally a mix of short to medium term maturities to provide flexibility as credit conditions change. The extent of the role of preferred shares versus bonds in the fixed income portion of a portfolio may be dictated to some extent by available yields but also by tax considerations owing to the favourable treatment of dividend income versus interest income.