Trevor Graham

Phillips, Hager & North Investment Management (PHN) offers equity, fixed-income and balanced investment products. The firm offers a variety of equity funds including Canadian, international, emerging markets and sector-specific offerings across all market-caps. They apply a wide variety of investment styles including: value, growth and quality growth at a reasonable price. PHN uses a combination of fundamentals-driven and top-down research. Their fundamental research focuses on individual companies and considers measures such as earnings, growth, balance sheet strength and management quality. Valuation is also an integral part of their process as a stock must be well-priced. The firm's top-down research focuses on economic conditions and the operating climate for a given stock. PHN employs a multiple strategy fixed-income investment approach. Their actively managed funds and investment solutions provide access to a wide range of fixed-income instruments including money market, mortgage securities, Government bonds (federal provincial), corporate bonds, high-yield bonds and foreign bonds.

Hansberger Global Investors (HGI) focuses exclusively on managing global, international and emerging market equity mandates for institutional clients. The firm currently offers the following strategies: (1) International Growth Equity (2) International Value Equity (3) International Core Equity (4) Emerging Markets Equity (5) Focused Global Value Equity (6) Focused International Growth Equity (7) Focused International Value Equity and (8) Focused International Equity. They do not currently offer advice or investment management services for fixed-income securities including bonds and notes, derivative instruments or commodities, although they may use derivatives (currency forwards) to a limited extent in their focused strategies.

Functions as a College/University

Gryphon International primarily conducts fundamental analysis and seeks to invest discretionary clients’ assets in international equity securities on a long-only basis. Their investment strategy and process may be supplemented with technical analysis and may include investments in warrants and rights further to investment positions held, as well as a portion of assets in cash or cash equivalent positions.