Equity
Global Equity Team
U.S. Equity Strategy
- Pooled Fund
Available to Canadian Investors only - Segregated account
- UCITS UCITS stands for "Undertakings for the Collective Investment in Transferable Securities."
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
US 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
- Integration of risk and sustainability considerations into the 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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