An investment strategy that provides exciting growth potential while fully protecting the initial investment.
Even casual observers of the stock market know that energy and resource stocks are responding to long-term emerging demand from China and India. But some investors have been hesitant to jump into these volatile areas. They’re attracted by the significant potential for gain (the upside), yet are averse to the possibility of loss (the downside).
Generation Capital has the answer
At Generation Capital we control risk through security selection and asset allocation, combining bonds and equities, and using leverage to enhance gains.
Our company focuses extensively on risk management when it comes to investing, product creation, and education. We believe that better risk management creates better results and higher growth.
Our risk-management strategy has the potential to significantly reduce overall portfolio risk and increase potential returns in most situations.
Exciting growth potential with 100 percent principal protection at maturity
Here’s our value proposition: Generation Capital understands the importance of risk management in asset selection. This factor is especially important for principal-protected deposit notes that use dynamic leverage. So, we balance the volatility of growth sector investing by also holding fixed-income securities. Thus, we not only minimize volatility, we increase the potential for higher gains.
Get the UPSIDE, not the downside
- An exciting new product because it may appreciate in value and does not depreciate below the initial investment amount when the Deposit Notes are held to maturity.
- Exposure to high-growth sectors in a risk-managed way. In other words, investors will have the opportunity to participate in growth markets while minimizing the risk.
- Accessible to almost all investors — minimum investment is only $2,000.
- Provides dynamic leveraged investing for greater potential returns.
- The unique risk management expertise of Generation Capital.
- Principal is totally protected when investors hold the Deposit Note to maturity.
- Our principal-protected Deposit Notes are issued and backed by the strength and safety of Bank of Montreal.
How we use Dynamic Leverage
Dynamic leverage means our underlying investment portfolios must not be too volatile. Otherwise, if assets are regularly de-leveraged, it will reduce potential returns. De-leveraging means taking money out of the underlying Investment Portfolio and moving it into a Notional Bond Portfolio. This is the essence of principal protection. Generation Capital then adds leverage in certain circumstances to the risk-managed investment basket to achieve a greater upside—a better risk-adjusted return profile for the portfolio. Our investment strategy offers an excellent combination of both stability and growth, creating the potential for greater returns.
Copyright © 2010 Generation Capital Inc. Limited Market Dealer.
Welcome to the Generation Capital web site. This site is published in Canada exclusively for residents of Canadian jurisdictions where our products and services may be legally offered. The products mentioned on these pages can be purchased through registered securities dealers across Canada, including financial advisors and planners, stockbrokers and discount brokerages.
“Generation Capital”, “Generation Capital logo”, and “GenCap” are trademarks of Generation Capital Inc. licensed for use by BMO Nesbitt Burns Corporation Limited and its affiliates. “BMO Capital Markets” is a trademark of Bank of Montreal used under license.
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