Equity
Global Equity Team
Global Equity Strategy
- Pooled Fund
Available to Canadian Investors only - Segregated account
- UCITS UCITS stands for "Undertakings for the Collective Investment in Transferable Securities."
- ADR ADR stands for "American depositary receipt" and is only available to US investors.
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.
Risk and sustainability considerations are integrated throughout the investment process, from defining the investable universe through fundamental analysis, ongoing monitoring, and sell decisions.
Investment Offering
Global Equity Strategy
- 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
- Relevant risk and sustainability considerations are integrated throughout our investment process
- Robust risk management to protect capital
Related Strategies
- Pooled Fund Available to Canadian Investors only
- Segregated account
- UCITS UCITS stands for "Undertakings for the Collective Investment in Transferable Securities."
Responsible Investment
We consider financially material sustainability-related risks and opportunities in our investment process and actively engage with the companies in which we invest, in line with our fiduciary duty.
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