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2 our firm
3 investment philosophy
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5 research methodology
6 communication and reporting
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1

Lorne Steinberg Wealth Management

http://www.steinbergwealth.com/aspx/m/0

Steinberg Value Equity Fund. Steinberg High Yield Fund. Lorne Steinberg Wealth Management. Is an independent investment firm that provides discretionary management services for private clients and institutional investors. Our approach to investing is securely founded on a deep value-based philosophy – we are stubbornly focused on only buying quality businesses whose prices are compellingly cheap. Click here to watch our interview with PBS's Robert Scully. Watch one of our appearances on CBC.

2

request

http://www.steinbergwealth.com/request

Steinberg Value Equity Fund. Steinberg High Yield Fund. If you are interested in a call, meeting, portfolio review or other information, please fill out the form below and we will get back to as soon as possible. Alternatively, please feel free to call or email us directly. Toll Free: (866) 876-9888. Subscribe to our Newsletter. 2016 Steinberg Wealth Management. Sign in or register.

3

Our Firm

http://www.steinbergwealth.com/aspx/m/841546

Steinberg Value Equity Fund. Steinberg High Yield Fund. Lorne Steinberg Wealth Management Inc. provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on both a segregated basis and through proprietary pooled funds, depending on client circumstances. Conservative, disciplined investment philosophy. Research driven, not sales driven. Employees hold the same investments as our clients. Portfolio Management Association of Canada.

4

Research Methodology

http://www.steinbergwealth.com/aspx/m/841978

Steinberg Value Equity Fund. Steinberg High Yield Fund. Research is our cornerstone. Our investment ideas are generated through rigorous in-house research and analysis, as well as through our proprietary screening process. Our research strives to ensure that we have a thorough understanding of every business in which we invest, based on its specific characteristics, operating history, financial statements and market position. Good corporate governance and strong management. Free cash flow generation.

5

Investment Philosophy

http://www.steinbergwealth.com/aspx/m/841699

Steinberg Value Equity Fund. Steinberg High Yield Fund. Our investment philosophy is based upon the principles of fundamental value investing. The type of company in which we seek to invest is one whose intrinsic value is greater than the stated price of its shares. This provides investors with a “margin of safety” (a concept outlined by Benjamin Graham, Warren Buffett’s professor and mentor), which is the key to capital preservation. Focus on capital preservation. Subscribe to our Newsletter.

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Lorne Steinberg Wealth Management - www.steinbergwealth.com

Steinberg Value Equity Fund. Steinberg High Yield Fund. Lorne Steinberg Wealth Management. Is an independent investment firm that provides discretionary management services for private clients and institutional investors. Our approach to investing is securely founded on a deep value-based philosophy – we are stubbornly focused on only buying quality businesses whose prices are compellingly cheap. Click here to watch our interview with PBS's Robert Scully. Watch one of our appearances on CBC.

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