EQUITIES

Robust. Fundamental. Dynamic.

Our teams exercise independent thought with high conviction, resulting in portfolios that we believe are well positioned to address our clients' challenges – all within robust risk control frameworks.

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$222.3bn
Equity assets under management

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155
Equity investment
professionals

vd-icon_Bulleye_Target v3

20
Average years’
experience

As at March 31, 2024

<span class="notranslate">no data</span>

$222.3bn
Equity assets under management

155
Equity investment
professionals

20
Average years’
experience

As at March 31, 2024

We measure success by a single factor: client outcomes. As a pure asset manager, our sole mission is to deliver consistent long-term risk-adjusted returns that exceed our benchmarks and peers, regardless of the prevailing investment landscape.

Featured strategies

HFQIX

Global Equity Income Fund

A high-conviction strategy that targets high, dependable income from high-yielding, high-quality global equities.

JMGRX

Enterprise Fund

A differentiated mid-cap growth strategy that takes a moderate approach to an asset class known for rapid growth potential.

JSMGX

Triton Fund

Our in-depth fundamental research strategy seeks differentiated small-cap companies with the potential to quickly grow into mid-size companies.

Insights

UK equities: Labour’s pro-growth plan sparks investor optimism

The possibility the UK will get a Labour government in the wake of the general election (July 4) is all but certain.1 The potential upshot of which will be political stability, a focus on growth, and the promise of warmer relations with Europe, all of which serve as a boon to UK equities, according to

European espresso: Initial French election results see a small bounce for risk assets

The French parliamentary elections are a potential risk event for European equities, but what did the results of the first round of voting tell us?

AI: A long time coming and a long way to go

Generative AI is set to radically alter how humans interact with technology, likely ushering in an era of rising productivity.

Advisor insights
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