Canadian Equity – Core

Strategy Overview

Investment Strategy

Fundamental core style, allowing participation in both the value and the growth areas of the market. Portfolios consist of large and small/mid cap securities with no extremes in either style bias or individual security positions.

Why Invest in this Strategy

  • Experienced investment team
  • Core approach capturing both value and growth market opportunities
  • Unique fundamentally-driven ranking system and disciplined approach
  • Long term capital appreciation with low volatility
  • Provides exposure to a high quality Small Cap portfolio (representing 10%-15% of the overall portfolio) managed by a dedicated small cap team
  • Consistent, rigorous and repeatable investment process

Disclaimer

The information provided herein does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is no guarantee of future results. Information pertaining to Fiera pooled funds is not to be construed as a public offering of securities in any jurisdictions of Canada. The offering of units of Fiera pooled fund is made pursuant to the fund’s Trust Agreement and only to those investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. Important information about Fiera pooled funds, including a statement of the fund’s investment objective, is contained in its Trust Agreement, a copy of which may be obtained from Fiera Capital Corporation. Unit values and investment returns will fluctuate. Please read the Trust Agreement of the pooled funds before investing. All performance data assume reinvestment of all distributions or dividends and do not take into account other charges or income taxes payable by any unitholder that would have reduced returns. Pooled funds are not guaranteed, their values change frequently and past performance may not be repeated.