Andrew Chan

Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise.

Van Berkom believes the best opportunity for investment success is found by investing in high quality, well-managed, but mispriced small-cap companies and holding them for the long-term. The firm emphasizes bottom-up analysis to identify high-quality and undervalued companies.

Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions.

Functions as a College/University

Functions as a College/University

Fiera Capital employs a variety of investment strategies, such as active fixed-income, structured fixed-income, Canadian equity, foreign equity, asset allocation, alternative investments, and quantitative strategies.

FCC-IM is an active, research-driven manager that offers a broad spectrum of investment strategies across asset classes, styles, and capitalization ranges. The firm provides extensive expertise in Canadian active and structured fixed-income, Canadian and foreign equity, asset allocation, and non-traditional investment solutions through a broad range of strategies and services. Independent bottom-up fundamental research is the cornerstone of their Canadian and foreign equity strategies, while rigorous top-down fundamental research, independent of sell-side analysis and of credit rating agencies, is the cornerstone of their actively managed fixed-income strategies, resulting in opinions that are independent of market views.

PineStone offers three investment strategies: Global, US, and International (Non-US) Equities. The firm’s investment strategies generally focus on attempting to achieve sustainable returns by investing in a concentrated (yet diversified) portfolio of what they believe to be high quality businesses. Their fundamentally driven investment process focuses on bottom-up company research.