Focused Market Neutral Equity

Strategy Overview

Investment Strategy

This strategy based on fundamental research aims to deliver absolute returns with reduced market risk through high conviction pair ideas in up and down markets. By exploiting market inefficiencies within sectors, industries and throughout the value chain, the strategy expects to generate alpha on an incremental basis. Through rigorous risk management, the strategy aims to minimize potential permanent loss of capital and enhance diversification through a portfolio with low correlation to traditional asset classes.

Why Invest in this Strategy

  • Provides access to a fundamentally-driven manager’s alpha generation skills with a tremendous track record
  • High conviction absolute returns strategy driven by fundamental approach
  • Aims to enhance diversification with low correlation to traditional asset classes
  • Targets value added in both up and down markets with lower volatility
  • Consistent, disciplined and repeatable 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.