Kerrimuir Global Balanced Portfolio

A Globally Diversified Portfolio Designed for Growth With Reduced Volatility

Kerrimuir Global Balanced is designed for investors seeking long-term capital appreciation while managing risk through global diversification and disciplined portfolio construction.

The portfolio combines global equity exposure with fixed income and alternative assets to provide balance across market environments. A value-oriented investment approach guides security selection, with an emphasis on identifying companies exhibiting attractive valuations and positive momentum.

Portfolio Overview

Portfolio Manager

Robert L. McDermott, CIM®

Asset Class

Global Balanced

Account type

Portfolio Managed Account

Inception Date

July 1, 2019

Valuation Frequency

Daily

Minimum Investment

$250,000

Equity Research

Morningstar CPMS

Investment Objective

The objective of Kerrimuir Global Balanced is long-term capital appreciation with reduced volatility relative to traditional broad-based equity indices. This is achieved through a diversified allocation across global equities, fixed income, and select alternatives.

The portfolio is constructed to participate in long-term growth while maintaining structural resilience during periods of market uncertainty.

Portfolio Construction & Strategy

A bottom-up approach is used to select securities across global markets. Equities are complemented by fixed income holdings that provide stability and liquidity, allowing the portfolio to rebalance opportunistically during market dislocations.

Benchmark

Benchmark Composition

160% MSCI World / 40% Bar Cap Aggregate Bond

Source: Morningstar Direct

Why Investors Choose Kerrimuir Global Balanced

This portfolio is often selected as a core long-term holding due to its disciplined structure and global reach. It is designed for investors who seek growth but value risk management and consistency over short-term performance chasing.

Performance & Asset Allocation

Performance information is updated quarterly and reflects actual representative accounts.

Kerrimuir Global Balanced Portfolio Asset Allocation (as of Sept 30, 2025)

Asset Class

Allocation

U.S. Equity

43%

International Equity

13%

Fixed Income

34%

Canadian Equity

2%

Gold / Alternatives

7%

Cash

1%

Performance should be evaluated over full market cycles and in relation to the portfolio’s stated objectives and risk profile. Past performance is not indicative of future results, and individual outcomes may vary.

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