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.

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Responsible Investment

We consider financially material sustainability-related risks and opportunities and actively engage with the companies we invest in

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Get in touch with our team to learn more about our approach and investment capabilities.

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