Why Counsel - IPC Counsel Portfolio Services
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 as at December 31, 2019
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: $124 billion as at December 31, 2019
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: $7.4 billion as at December 31, 2019
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$1.4 billion as at December 31, 2019
Founded in 1997, Marsico combines elements of “top-down” macroeconomic analysis with “bottom-up” stock selection.
Assets: $3.2 billion as at December 31, 2019
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 as at December 31, 2019
Founded in 1969, Thompson, Siegel & Walmsley (TSW) has built its reputation as a leader in worldwide value investing.
Assets: $21 billion as at December 31, 2019
The RBC Canadian dividend team focuses on selecting
Assets: $347 billion as at December 31, 2019
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: $64.9 billion as at December 31, 2019
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: $136 billion as at December 31, 2019
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: US$698 billion as at December 31, 2019
Hazelview’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: $10 billion as at December 31, 2019
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: $27 billion as at December 31, 2019
Putnam employs fundamental analysis to identify, select and monitor investments for the high yield fixed income mandate.
Assets: $182 billion as at December 31, 2019
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: $102 billion as at December 31, 2019
Founded in 1967, Beutel, Goodman & Company Ltd. uses a fundamental bottom-up relative value stock selection approach to create high conviction, low turnover, portfolios of high quality companies trading at a substantial discount to their assessed value.