Equities
A dynamic and collaborative approach to managing Canadian and global equities powered by sophisticated data-driven quantitative solutions
In a world of ever-changing investment possibilities, we combine a dynamic, collaborative approach with sophisticated fundamental and quantitative expertise to identify and act on investment opportunities. We pursue high-quality companies positioned to deliver strong risk-adjusted returns, while leveraging our capabilities across investment management and quantitative disciplines including data science and financial modelling to construct strategies that act on empirical evidence to power results.
Investment philosophy
We integrate a consistent and repeatable bottom-up investment process built on constant collaboration between portfolio managers and analysts, where research and market information is shared freely among team members to strengthen decision-making and uncover differentiated opportunities.
This is complemented by a robust, empirically-driven quantitative framework grounded in economic reality. By maintaining systematic rigour and a disciplined approach to generating alpha, we aim to deliver consistent and reliable outcomes.
Investment process
Our investment approach is based on a foundation of deep fundamental analysis and quantitative risk analysis.
Our fundamental analysis process is a disciplined framework that moves from idea generation to portfolio construction. It is grounded in collaborative research, thoughtful analysis and environmental, social and governance (ESG) integration. Portfolios are built based on clear success criteria, using diversification and robust risk management.
Our quantitative investment process is a systematic framework designed to ensure every portfolio reflects our insights and disciplined risk management. It leverages diversified signals for security selection, applies structured portfolio construction, and uses a rules-based trading approach with continuous monitoring to ensure precision.
Learn more about our Fundamental Equity Team (PDF, 490 KB) Opens a new window.
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Our equity capabilities
Our equity capabilities span the globe across various investment styles.
