The Halvren Index
Top 10 operators by Halvren Read, equal-weighted, rebalanced quarterly.
An honest reduction of the desk's coverage top-decile to a single line. The Halvren Index is not a fund and not a benchmark; it is the simplest way to ask, "what would owning the desk's highest-conviction operators have looked like."
| # | Ticker | Operator | Sector | Halvren Read | Included since | Weight |
|---|---|---|---|---|---|---|
| 1 | AEM | Agnico Eagle | Materials · Gold | 100/100 |
2024-01 | 10.0% |
| 2 | ARX | ARC Resources | Energy · Oil & Gas | 96/100 |
2024-01 | 10.0% |
| 3 | CNQ | Canadian Natural | Energy · Oil & Gas | 96/100 |
2024-01 | 10.0% |
| 4 | FTS | Fortis | Infrastructure · Utilities | 96/100 |
2024-01 | 10.0% |
| 5 | TOU | Tourmaline | Energy · Oil & Gas | 96/100 |
2024-01 | 10.0% |
| 6 | CNR | CN Rail | Infrastructure · Rail | 91/100 |
2024-01 | 10.0% |
| 7 | KMI | Kinder Morgan | Infrastructure · Pipelines | 91/100 |
2024-01 | 10.0% |
| 8 | NTR | Nutrien | Materials · Fertilizers | 91/100 |
2024-01 | 10.0% |
| 9 | PPL | Pembina | Infrastructure · Pipelines | 91/100 |
2024-01 | 10.0% |
| 10 | WFG | West Fraser | Materials · Forest Products | 88/100 |
2024-01 | 10.0% |
Halvren Index (hypothetical)
TSX Total Return
Last updated 2026-05-28 · Live data — yfinance (10/10 constituents)
Hypothetical: 201 vs TSX Total Return 174 as of 2026-05 · +27 spread since inception.
Inception: Jan 2024 · Rebalance: quarterly · Methodology: top 10 by Halvren Read at rebalance date.
This is not a fund. This is not a benchmark. This is the desk's coverage top-decile, made legible. Past performance does not predict future returns. Halvren may hold positions in any of these names.
Read the methodology →