Capabilities

Equities

Delivering strong active capabilities across an opportunity set that spans regions and styles.

Birds eye view round-about

Why institutional investors partner with us

Institutional investors count on our proven approach to building highly active, differentiated equity portfolios across markets and investment styles.

  • High conviction: We seek to deliver our best ideas to clients through high conviction portfolios backed by our strong, active capabilities and rigorous risk management approach.
  • Broad opportunity set: In addition to our US lineup spanning the style and market-capitalization spectrum, we have a long heritage of uncovering alpha through our global, international, and emerging market strategies.
  • Experienced, empowered teams: Our strategies are managed by teams of seasoned professionals who have the independence to pursue alpha and are part of a collaborative culture that fosters sharing ideas.

Featured capabilities

Gain exposure to a core global fund that invests in some of the most dominant business franchises in the world, with a focus on absolute return and a balance between capital protection and steady growth.

A concentrated equity portfolio comprised of high conviction investments that have been identified through rigorous fundamental analysis. Well diversified across 30 – 35 stocks, with the flexibility to selectively invest in smaller companies if attractive opportunities are identified.

The Strategy seeks to help achieve capital growth over the long term by investing primarily in small-capitalization companies anywhere in the world. We do this through growth through bottom-up stock selection and top-down regional allocation and factor risk management.

Access the largest capital market in the world and a global leader in innovation. We seek to provide strong capital growth over the long term. The Fund invests primarily in equities of American companies.

Tap into portfolios comprised of high-quality growth companies with underappreciated and sustainable growth prospects. Provides diversification benefits by investing in companies located outside Canada and the United States and complements portfolios that use a value approach and/or provide geographic diversification.

Related insights

  • Markets and Economy
    Businessman%20checking%20stock%20market%20data
    Markets and Economy

    Narratives and facts support non-US stock markets

    By Brian Levitt

    Markets are influenced by short‑term narratives and longer-term fundamentals. Emerging markets, Japan, and Europe have experienced improvements in both.

    March 3, 2026
  • Markets and Economy
    US%20military%20members%20stand%20in%20front%20of%20the%20US%20flag
    Markets and Economy

    US-Israel strikes on Iran: What investors need to know

    By Benjamin Jones, Paul Jackson, Brian Levitt

    Following the US-Israel strikes on Iran, we offer four possible scenarios for what we could face in the coming weeks and explore the possible reaction of various asset classes.

    March 3, 2026
  • Markets and Economy
    People%20walking%20in%20a%20city
    Markets and Economy

    Markets take Supreme Court tariff ruling, US-Iran tensions in stride

    By Brian Levitt

    Markets largely expected last week’s tariff decision and the flare-up in US-Iran tensions, while new US economic data was weaker than anticipated.

    February 23, 2026
  • Markets and Economy
    Referee%20with%20coin%20toss
    Markets and Economy

    ‘Heads I win, tails I win’ market environment

    By Brian Levitt, Benjamin Jones

    On one side, weaker growth makes Fed easing more likely. On the other side, stronger growth supports an intact business cycle. Either can be supportive of markets if inflation stays contained.

    February 17, 2026
  • Markets and Economy
    Sun%20covered%20by%20a%20cloud%20setting%20over%20the%20ocean
    Markets and Economy

    Finding silver linings in the market selloff

    By Brian Levitt, Benjamin Jones

    Despite last week’s selloff in software stocks and other momentum-driven areas, we believe the fundamental backdrop remains supportive.

    February 9, 2026

  • 1

    As of March 31, 2025

success failure

Start the conversation.

When you’re ready for a partner, not just a provider, we can connect you with a team focused on your investment challenges and opportunities.

Start the conversation.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Start the conversation
Connect with a team focused on your specific investment challenges and opportunities.