Insights   |   December 20, 2023

Fiera Atlas Global Companies Strategy: Research and Risk

In the final video in our Atlas series, David Naughtin, Portfolio Manager, describes the team’s research process and how they think about risk.

David Naughtin
Portfolio Manager, Fiera Atlas Global Companies Team

Related Insights

Image of person shaking AI's hand
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.
Andy Gardner
Portfolio Manager, Fiera Atlas Global Companies Team
Image of Sunil Reddy
Equities
July 16, 2026

Fiera Apex: Growth In Focus

Sunil Reddy, Lead Portfolio Manager and Head of Fiera Apex Growth Equities reviews key themes that shaped growth equity markets in Q2 2026 and what the team sees on the horizon.
Sunil Reddy
Head of Fiera Apex, Lead Portfolio Manager