Paul L. Valois

Royal Trust tends to focus on investments in the stocks of undervalued, large-cap US and Canadian companies in the finance, energy minerals, non-energy minerals, industrial services and transportation sectors.

Brandywine Global Canada pursues long-term value across a range of differentiated fixed income, equity, and alternative solutions. The firm employs a value-style investment strategy that seeks to provide excellent risk-adjusted returns over full investment cycles.

Sceptre is a balanced and specialty fund manager that utilizes all the major asset classes as well as the critical asset mix decision to construct portfolios that provide clients with the best possible long-term investment performance commensurate with acceptable risk and a core-oriented approach. The firm incorporates a team-oriented approach to investing and uses a top-down process. In general, Sceptre invests in the stocks of Canadian small-cap and large-cap companies in the finance, energy minerals and non-energy minerals sectors.

Provides investment management services

Heward aims to provide long-term capital growth while minimizing your exposure to risk and volatility. This is achieved through their prudent and disciplined investment process. The firm employs an investment style characterized as growth at a reasonable price (GARP) with a value bias. They adopt a long-term investment horizon and seek investment opportunities with the following attributes: predictable earnings, cash flow growth, and stable income stream. The firm’s Investment Committee designates investment mandates, oversees the due diligence process, and has the final authority on all investment decisions.

Bank holding company

Functions as a College/University

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.