Strategy Overview
Investment Strategy
An active, quantitatively driven investment process that invests with conviction across a concentrated portfolio of global securities selected across three to eight developed countries. The team works on delivering stable absolute performance by identifying systematic dislocations across several quantitative equity risk metrics. The strategy exploits the persistent valuation anomaly in developed equity markets induced by the growth of passive funds and low-tracking error strategies. The portfolio is built to maximize opportunities across all market environment while maintaining a constant risk budget.
Why Invest in this Strategy
- True market neutral portfolio with low systematic risk and low correlation to equity markets
- Strong performance in both down and up equity markets
- Effective downside protection in down markets
- Quantitative and robust portfolio construction process
- Daily monitoring, liquidity, risk management and P&L management
Investment Team
Alexandre Hocquard Ph.D.
The SIS team combines expertise and experience in financial engineering, trading and execution to deliver superior client outcomes and service.
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.