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.

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
    Aerial%20view%20of%20cargo%20boxes%20in%20a%20shipyard%20and%20dock
    Markets and Economy

    The four Trump policies most likely to impact economic growth

    By Kristina Hooper, Andy Blocker

    Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.

    December 10, 2024
  • Markets and Economy
    Climber%20making%20her%20way%20up%20a%20rock%20wall,%20with%20heavy%20shadows%20above%20and%20below%20her.
    Markets and Economy

    US, European stocks rise despite looming risks

    By Kristina Hooper

    The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.

    December 3, 2024
  • Markets and Economy
    Plane%20landing
    Markets and Economy

    2025 investment outlook: After the landing

    By Kristina Hooper

    We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”

    November 19, 2024
  • Markets and Economy
    Arial%20view%20of%20people%20walking
    Markets and Economy

    Politics, central banks, and what matters most to markets

    By Kristina Hooper

    Despite an eventful week in politics, monetary policy from central banks still matters more to markets and economies over the long term.

    November 12, 2024
  • Markets and Economy
    Building%20detail%20in%20Washington%20DC
    Markets and Economy

    What are markets telling us about Trump’s decisive victory?

    By Kristina Hooper

    Markets got the clarity they crave with Donald Trump’s decisive victory in the presidential election. Now the focus shifts to taxes, deficits, tariffs, immigration and more.

    November 7, 2024
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.