O'Higgins Asset Management Inc.

O'Higgins Asset Management Inc.

O'Higgins Asset Management Inc. was founded by Michael O'Higgins, author of the 1991 book 'Beating the Dow' which popularized the dividend-yield strategy known as the 'Dogs of the Dow.' The firm adapted this approach for Canadian markets, focusing on the ten highest-yielding stocks of the S&P/TSX 60 (per Michael O'Higgins, 1991). The strategy is systematically rebalanced annually, with a mandate to outperform the broader index over the long term. The firm invests solely in Canadian-listed large-cap equities, primarily in sectors such as Financials, Energy, and Utilities that produce consistent dividends. It does not engage in direct private equity, venture capital, or alternative investments. Known portfolio holdings have included Bank of Montreal, Canadian Imperial Bank of Commerce, and Enbridge (per publicly available filings, 2020). Geographic focus is exclusively Canada. O'Higgins Asset Management is a registered portfolio manager in several Canadian provinces. The firm's professional team, while not publicly named in detail, consists of portfolio managers and administrators based out of its office in Oakville, Ontario. No recent operational events beyond standard regulatory filings are publicly recorded. The firm's distinct structural differentiator is its strict, rules-based equity selection process tied to dividend yield, which requires no discretionary forecasting or active trading. This quantitative discipline directly links to the 'Dogs of the Dow' methodology and distinguishes it from traditional active managers.