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
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    Markets and Economy

    Iran war: What’s driving market sentiment?

    By Brian Levitt

    Many assumed that if the Middle East conflict lasted more than a few weeks, it would be meaningfully negative for stocks. But markets appear to have absorbed the shock.

    April 13, 2026
  • Markets and Economy
    Blurred%20people%20walking%20in%20downtown%20Lower%20Manhattan,%20in%20New%20York%20City.
    Markets and Economy

    Indicators suggest the market likely hasn’t hit bottom yet

    By Brian Levitt

    Major stock markets have corrected. But our preferred indicators suggest markets may still have work to do before a durable bottom is formed.

    April 6, 2026
  • Markets and Economy
    Overhead%20of%20athletes%20running%20together%20on%20the%20street
    Markets and Economy

    Discipline matters when markets are uncertain

    By Brian Levitt

    Periods of uncertainty, like the current Middle East conflict, have the potential to produce sharp rebounds that investors may not want to miss.

    April 1, 2026
  • Markets and Economy
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    Markets and Economy

    Economic and market signals stay steady despite oil shocks

    By Brian Levitt

    Our preferred economic and market indicators have become more challenged, but they aren’t flashing clear warning signs yet.

    March 16, 2026
  • Markets and Economy
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    Markets and Economy

    Keeping long-term perspective as the Iran conflict continues

    By Brian Levitt

    It’s unknown how long the conflict will last, but oil and other commodity exposure may help hedge the risk of a prolonged Strait of Hormuz closure.

    March 9, 2026

  • 1

    As of March 31, 2025

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