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
    Container%20ship%20on%20the%20sea%20during%20a%20storm.
    Markets and Economy

    Staying focused through tariff uncertainty and market jitters

    By Kristina Hooper

    With policy uncertainty rattling markets and consumer sentiment, it’s important to remember the market's long-term growth throughout its history.

    April 1, 2025
  • Markets and Economy
    The%20American%20flag%20flies%20outside%20the%20U.S.%20Capitol%20before%20sunrise
    Markets and Economy

    Above the Noise: Will policy uncertainty harm the US economy?

    By Brian Levitt

    While the setup for markets was good coming into 2025, they’ve struggled as investors assess ongoing changes to the US policy approach.

    March 28, 2025
  • Markets and Economy
    Clouds%20over%20New%20York%20City%20skyline
    Markets and Economy

    Clouds are forming for the global economy

    By Kristina Hooper

    There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.

    March 25, 2025
  • Markets and Economy
    Woman%20with%20shopping%20cart%20shopping%20for%20sauce%20in%20supermarket.
    Markets and Economy

    On the lookout for ‘brown shoots’ in the US economy

    By Kristina Hooper

    I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.

    March 18, 2025
  • Markets and Economy
    European%20flags%20flying%20in%20the%20EU
    Markets and Economy

    European stock markets surge as US stock market sags

    By Kristina Hooper

    European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.

    March 11, 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.