Global Small Capitalization Equity

Strategy Overview

Investment Strategy

The fund seeks to invest in high quality small cap franchises across developed markets. This focused, high conviction portfolio is comprised of 40 to 50 companies that are leaders in their respective fields and that demonstrate excellent long-term growth prospects. These durable businesses display high margins and cash flow generation, low capital intensity, and generate superior returns on invested capital. These attributes enable the portfolio to generate solid returns in positive markets while aiming to preserve capital in challenging ones.

Why Invest in this Strategy

  • Consistent, disciplined and repeatable process driven by portfolio managers with excellent long-term track record
  • High conviction focused portfolio with diversified sources of alpha
  • Long term focus on compounding value by investing in best of class global franchises with tremendous growth potential
  • Unique and difficult to replicate investment strategy
  • Significant diversification benefits within an investor’s equity portfolio

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.