Investing with clarity,
discipline, and patience.
We believe that intelligent, long-term investing is fundamentally business-like. We don't concern ourselves with short-term stock price fluctuations and neither should you. Instead, we focus on acquiring partial ownership stakes in high-quality, publicly traded businesses at a discount to our estimate of their intrinsic value.
Markets are voting machines in the short run and weighing machines in the long run. We focus on the weighing.
A business-owner mindset
Intelligent investing means thinking like business owners — not traders. We don't speculate on stock prices or chase the market's next hot trend. Instead, we acquire partial ownership stakes in durable, high-quality companies at sensible valuations, then allow time, execution, and compounding to drive long-term results.
This approach requires patience and discipline. It means saying no to most opportunities and waiting — sometimes for years — for the right ones. It means staying focused on what actually matters: resilient businesses led by exceptional people, purchased at prices that offer a margin of safety.
Investment pillars
In a world of constant uncertainty, principled-based thinking serves as a foundation for our process. We consider quantitative and qualitative factors, with the latter often being underappreciated by investors.
- 1
Long-term ownership
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
- 2
Complete alignment
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
- 3
Disciplined focus
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
- 4
People matter
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
- 5
The price we pay
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.
- 6
Concentrated conviction
Even an excellent business can be a poor investment at the wrong price. We invest only when we see a meaningful margin of safety between price and our estimate of intrinsic value. This discipline protects capital during difficult periods and positions portfolios for attractive long-term returns. We'd rather miss an opportunity than overpay.
Tailored strategies for serious investors.
Strata is not constrained by self-imposed investment restrictions. We do not have sector weighting targets or market cap thresholds – we scour our investment universe for the best risk/reward opportunities that fit into our portfolios. Our portfolios do not look like their respective indices and we are not “closet-benchmarkers”, meaning our performance will digress from index performance most of the time.
Focused Growth
Equity Model
As at March 31, 2026
Designed for investors seeking aggressive capital appreciation through a focused, high-conviction approach. This concentrated structure reflects our strongest investment ideas and positions portfolios to capture meaningful upside potential.
Sector Allocation
Market Cap Breakdown (C$)
Core Equity
Equity Model
As at March 31, 2026
A well-rounded portfolio structure that balances our highest-conviction ideas with broader diversification across 25 to 35 holdings. Reduces concentration risk while maintaining exposure to attractive long-term growth opportunities.
Sector Allocation
Market Cap Breakdown (C$)
Canadian
Equity Model
As at March 31, 2026
A diversified portfolio focused on large-to-mid-sized Canadian companies. Balances our highest-conviction Canadian ideas with a diversified approach to portfolio construction.
Sector Allocation
Market Cap Breakdown (C$)
$250,000 minimum investment · Custodian: National Bank Independent Network
As at March 31, 2026
What sets our investment process apart
No closet-indexing
Our portfolios are meaningfully different from the index. We invest with purpose, not to mirror benchmarks or mimic broad indices. If index-like exposure is the goal, low-cost passive options are widely available.
Tax-aware investing
After-tax returns matter. We structure portfolios with tax efficiency in mind – managing turnover, realizing gains thoughtfully, and coordinating with your accountant to align with your broader financial picture.
Bespoke, individualized portfolios
Portfolios are administered via a separately managed account structure - meaning your portfolio is yours, not commingled with other investors in an opaque fund. This allows for greater flexibility, better transparency, and a personalized approach to tax management - while allowing us to accommodate considerations unique to each client.
High-conviction investing
We believe in owning fewer things, better. We concentrate capital in our best ideas, rather than spreading it thinly across dozens of small positions. Each holding must earn its place in the portfolio, which allows strong businesses to meaningfully impact long-term results. This is how we invest our own money - and how we invest yours.
Start the conversation.
Strata Capital Partners serves high-net-worth individuals and their families, along with institutions and corporations who share our commitment to patient, disciplined, long-term investing. If you value substance over speculation and seek a true partnership approach to wealth management, we’d welcome the opportunity to speak with you.