Equity
Global Equity Team
Global Equity Strategies
- Pooled Fund Available to Canadian Investors only
- UCITS
- Separate Account
High-conviction Quality GARP investment strategy anchored in fundamental, bottom-up analysis. We rely on independent thinking to build our investment theses for each holding. We seek to forecast inflection points, errors of perception and catalysts through a repeatable process that promotes consistency and sustainability of alpha in different market conditions.
ESG considerations permeate the process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions.
Open-end Trust Fund aiming to deliver superior risk-adjusted returns in a senior debt structure with regular income, low volatility, low correlation to other asset classes, and capital preservation by investing principally in privately negotiated loans of companies primarily based in Canada and the United States.
Richard Guay, MBA, CFA
Portfolio Manager
Available Vehicles
Pooled Fund Available to Canadian Investors only
Open-end Trust Fund aiming to deliver superior risk-adjusted returns in a senior debt structure with regular income, low volatility, low correlation to other asset classes, and capital preservation by investing principally in privately negotiated loans of companies primarily based in Canada and the United States.
UCITS
More information available from our partner firm at thirdeyecapital.com
Separate Account
Open-end Trust Fund aiming to deliver superior risk-adjusted returns in a senior debt structure with regular income, low volatility, low correlation to other asset classes, and capital preservation by investing principally in privately negotiated loans of companies primarily based in Canada and the United States.
Investment Offering
Global Equity
- Repeatable and consistent investment process that delivers added value in different market conditions
- Rigorous in-house dedicated fundamental research based on independent thinking
- Long-term investment focus keeps emphasis on alpha generation
- ESG and SDG integrated in our process
- Robust risk management to protect capital
Global Equity ex Fossil Fuels
- Repeatable and consistent investment process that delivers added value in different market conditions
- Rigorous in-house dedicated fundamental research based on independent thinking
- Long-term investment focus keeps emphasis on alpha generation
- ESG and SDG integrated in our process
- Robust risk management to protect capital
- Low carbon footprint
Contact Us
Richard Guay MBA, CFA
Senior Vice President, Institutional Markets North America
+1 (514) 282-5465
Jason Szczepkowski CAIA, CIM
Vice President, Head of Client Servicing Canada
+1 (514) 282-5484
Strategies
Learn more about our investment strategies and how they support long-term performance.
EXPLOREResponsible Investment
We consider financially material sustainability-related risks and opportunities and actively engage with the companies we invest in
READContact Us
Get in touch with our team to learn more about our approach and investment capabilities.
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