Insights | November 7, 2023
Fiera Atlas Global Companies Strategy: Company Selection
In the next part of the Fiera Atlas video series, Andy Gardner, Portfolio Manager, explains the thinking behind team’s stock selection, including how they define and identify exceptional companies.
Related Insights
Insights
August 7, 2026
Global Asset Allocation Team Market Update – August 2026
Financial market volatility resurfaced in July as investors contemplated an environment dominated by geopolitical headwinds, renewed trade tensions, and fading enthusiasm around the artificial intelligence (AI) trade.
Equities
July 23, 2026
The AI Platform Shift : A framework for navigating evolving moats and business models in the AI era
Artificial intelligence is driving the next major platform shift in technology, reshaping competitive advantages, business models and the way organizations operate. In this paper, we examine how AI is redefining the technology landscape, why competitive moats are evolving, and how we are navigating the opportunities and risks created by this transition through a disciplined investment framework.
Equities
July 23, 2026
The AI Platform Shift : A framework for navigating evolving moats and business models in the AI era
Artificial intelligence is driving the next major platform shift in technology, reshaping competitive advantages, business models and the way organizations operate. In this paper, we examine how AI is redefining the technology landscape, why competitive moats are evolving, and how we are navigating the opportunities and risks created by this transition through a disciplined investment framework.