Why Counsel - IPC Counsel Portfolio Services
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: $90 billion as at September 30, 2022
Founded in 1962, Guardian’s approach to achieving results is based on the belief that patient, conservative and disciplined investment is the preferred route to sustainable growth, providing the greatest value over the long term.
Assets: $45 billion as at September 30, 2022
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.
Assets: $40.96 billion as at September 30, 2022
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: $11.6 billion as at September 30, 2022
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 September 30, 2022
Founded in 1997, Marsico combines elements of “top-down” macroeconomic analysis with “bottom-up” stock selection.
Assets: $2.35 billion as at September 30, 2022
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: $4.0 billion as at September 30, 2022
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: $77.1 billion as at September 30, 2022
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: $180.5 billion as at September 30, 2022
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: $1.6 billion as at September 30, 2022
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: $8.6 billion as at September 30, 2022
Founded in 1969, Thompson, Siegel & Walmsley (TSW) has built its reputation as a leader in worldwide value investing.
Assets: $17.5 billion as at September 30, 2022
Putnam employs fundamental analysis to identify, select and monitor investments for the high yield fixed income mandate.
Assets: $157 billion as at September 30, 2022
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: $29.8 billion as at September 30, 2022
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: $1.79 trillion as at September 30, 2022
Brown is a global investment management firm offering a broad range of traditional and sustainable equity and fixed income investment solutions, rooted in their bottom-up, fundamental research and a disciplined, long-term investment approach. They seek competitive risk-adjusted returns over a full market cycle through a concentrated portfolio of companies that they believe offer durable fundamental strengths, sustainable competitive advantages, and compelling valuations.
Brown Advisory has approximately $120.5 billion* in assets as a leading growth manager in the U.S.