Strategy Overview
Investment Strategy
The strategy invests in 25 to 35 companies with strong wealth creation credentials, backed by sustainable and diversified cash flows that will compound over the long-term. The highly experienced team uses a fundamental, bottom-up research driven investment process. The strategy seeks to deliver superior long-term capital growth, with lower risk of capital loss than the broad global equity markets, over a full market cycle.
Why Invest in this Strategy
- Highly experienced and collaborative team of global equity investors with a presence across Europe, Asia and Australia
- Portfolio of exceptional companies seeking to provide superior returns and downside market resiliency over the long-term
- Focus on compounding as opposed to multiple expansion to generate returns
- ESG philosophy consistent with our view of extracting high and sustainable profitability
- Wealth Creation Framework part of a methodically applied, philosophically aligned and well-designed fundamental research process
Investment Team
Simon Steele FCISI
Andy Gardner CFA
Sydney
Neil Mitchell CFA
London
David Naughtin CFA
Hong Kong
Harald Karlsson MSc, BSc, CFA
London
Siobhán Longmore CFA
London
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.