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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$226.2bn
Equity assets under management

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149
Equity investment
professionals

vd-icon_Bulleye_Target v3

20
Average years’
experience

As at June 30, 2024

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

$226.2bn
Equity assets under management

149
Equity investment
professionals

20
Average years’
experience

As at June 30, 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

Healthcare stocks shine in a dimming economy

The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.

Global Perspectives: Exploring potential in commercial real estate-backed debt

Our experts discuss the current landscape in commercial real estate and emerging opportunities for investors in both private and public commercial real estate-backed debt.

Top-of-mind market risks for U.S. equities

How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.

Advisor insights
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