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.

vd-icon_Currency_CashUSD

$222.3bn
Equity assets under management

vd-icon_People_3_Group v3

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

With a growing economy and strong markets, equity investors should focus on earnings

The Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.

The case for diversifying outside the U.S.

We explain why advisors should consider bulking up their foreign equity allocation and the characteristics to look for in a non-U.S. stock fund.

Research in Focus: Fast food companies down, but not out

Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.

Advisor insights
Sign up to get relevant content delivered straight to your inbox.