Founded in 2002, Sionna applies sound fundamental analysis to find companies that are worth more than their current stock market price. In simple terms, Sionna seeks to buy a dollar’s worth of a company at a price of 70 cents or less.
Assets: $3.7 billion.
Founded in 1946, Montrusco Bolton uses a pure quantitative approach to select well established and market liquid stocks on an equally weighted basis. Selected stocks typically demonstrate the strongest upward movement in share price over the previous nine-month period.
Assets: $6 billion
Founded in 2004, Picton Mahoney invests primarily in companies that are changing for the better and whose underlying fundamentals are improving more rapidly than the overall stock market.
Assets: $6.4 billion
Mount Lucas has proven expertise in momentum based investing, having developed in-house proprietary analytics and patented quantitative models. They apply these models for our currency hedging, sector rotation, and region rotation strategies.
Assets: US$1.6 billion
Founded in 1997, Marsico combines elements of “top-down” macroeconomic analysis with “bottom-up” stock selection.
Assets: $14.1 billion
Founded in 1982, Lincluden utilizes a proprietary quality scoring system to screen for higher quality, less volatile and undervalued securities based on company and industry fundamentals as well as a company’s financial characteristics.
Assets: $5.5 billion
Cundill does not attempt to predict economic variables or future growth. Instead, they analyze a company’s tangible assets, paying close attention to cash flow, earnings, enterprise value, and other variables. If a company trades at a discount to their analysis, it is a candidate for purchase.
The RBC Canadian dividend team focuses on selecting
Assets: $300 billion
Founded in 1974, Mawer selects wealth-creating companies which are trading at a discount to their intrinsic values and run by strong management teams. They look for companies that deliver a return on capital which is greater than their cost of capital, over time.
Assets: $40 billion
The Mackenzie All Cap Value team uses a pure bottom-up investment approach with a value-oriented philosophy for the Canadian small cap mandate. The Canadian fixed income team selects high-quality bonds and debt issued by Canadian governments and companies
Assets: $61.3 billion
The team invests in quality U.S. small caps that are industry leaders. These companies typically have strong management teams, stable financial structures and demonstrate strong growth potential while trading at attractive valuations.
Assets: $812 billion
Timbercreek's core competency is fundamental “bricks and mortar” investing: accurate valuation of cash flows based on comprehensive analyses of the quality and sustainability of an asset’s current and future revenue streams.
Assets: $5.5 billion
Founded in 1975, Wasatch’s investment philosophy is founded on the tenet that long-term earnings growth drives stock prices. The firm invests in smaller companies because it believes they can grow faster and longer than large companies.
Assets: $17.1 billion
TD’s fixed income team invests in debt obligations issued or guaranteed by the Canadian federal or provincial governments, as well as debt obligations of Schedule 1 Canadian chartered banks, and debt obligations of corporations.
Assets: $306.6 billion
Founded in 1986, Acadian's global dividend strategy provides income and capital preservation by using key models to identify companies best able to sustain and raise their dividends and to eliminate those most likely to cut their payout.
Assets: $69 billion
Putnam employs fundamental analysis to identify, select and monitor investments for the high yield fixed income mandate.
Assets: $152 billion
The global fixed income team focuses on three key decisions - duration (how much to invest over what term), country and currency returns as three key sources of investment returns.
Assets: $720 billion
Irish Life’s core abilities of indexation and unique approach to delivering risk managed quantitative equity solutions are complemented by their expertise in the design of tailored investment solutions to meet the evolving needs of clients.
Assets: $71.5 billion
Founded in 2001, Bluebay focuses on generating absolute returns and protecting investor capital by applying a wide range of investment tools and strategies.
Assets: $57.8 billion
Founded in 1989, PanAgora uses quantitative management strategies to identify investment opportunities. They believe that understanding the relationship between capital market performance and the business cycle can lead to more efficient asset allocation decisions.
Assets: $40 billion
Founded in 1957, AGF invests in higher-yielding Canadian fixed income and equity securities they believe have prospects for steady interest, dividend or distribution payouts.
Assets: $32.3 billion