Canadian Equity Low Beta Growth

Strategy Overview

Investment Strategy

Systematic investment process that focuses on identifying mid-to large cap firms with strong growth potential through a concentrated portfolio of 35 stocks. The team works on identifying stocks with growth characteristics that exhibit low systematic risk. The strategy focuses on low beta stocks and, those with greater residual risk, will be over weighted to better capture this, benchmark constrained overlooked, area of the market. This active, benchmark agnostic, process is built to maximize risk adjusted returns.

Why Invest in this Strategy

  • Systematic, transparent and robust portfolio construction process geared towards extracting mid-to large cap stocks with strong growth potential
  • Maximized risk adjusted returns with a benchmark agnostic approach
  • Low systematic risk
  • Target stocks overlooked by the market because of tracking error restrictions (benchmark constraints)

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.