Fund Managers
Founded in 1996, Addenda Capital inc. has always been committed to growing the assets entrusted to it. At Addenda, long-term vision is combined with an operational flexibility that makes it possible to take advantage of market fluctuations. Through its qualified multi-disciplinary team comprised of managers, analysts, traders and economists, Addenda Capital is in a position to take up meaningful challenges in an effort to generate substantial earnings for its clients. Addenda's investment philosophy is based on a dynamic management style and on their proven ability to anticipate the movement of interest rates.
AllianceBernstein is a leader in institutional investment management research, combining more than three decades worth of Alliance Capital Management Holding LP expertise in growth investing and Sanford C. Bernstein & Co., LLC excellence in value management. The firm's assets under management total over US $488 billion, US $280 billion of which are managed for institutional clients around the world. Their team of 294 analysts operating in 20 countries is one of the most highly regarded in the industry, focusing on: investment style focused on growth (Alliance) and value (Bernstein), unparalleled strength in investment research and strong management discipline and special attention to fundamental valuations.
Bissett Investment Management’s investment philosophy focuses on managing and controlling risk to provide above-average returns within a lower-than-average volatility structure as compared with similar funds in the industry. Its proactive investment style is based on a bottom-up approach with a bias towards growth at a reasonable price, targeting companies with above-average earnings and dividends and whose stocks are bought at moderate price-earnings ratios.
Desjardins Funds are designed and administered by the Fédération des caisses Desjardins du Québec, a subsidiary of Desjardins Group, Canada’s largest integrated cooperative financial group, a financial heavyweight with over $135 billion in assets under management and over a century of experience, Desjardins Funds rest on both Desjardins’ strength and experience, enhanced by the expertise of national and international partners.
Fidelity Investments is the world's largest mutual fund company with global investment expertise. Its clearly defined investment philosophy focuses on four major principles: individual security selection, extensive fundamental research, manager-driven decision-making, and an adherence to proven investment disciplines. Fidelity's “bottom-up” style of investment management begins by focusing on the fundamental strengths of companies, their industry sectors, and finally the countries or markets where they do business. Fidelity believes that good performance is built one investment at a time.
With over $20 billion in assets under management, Fiera Capital is one of Canada's leading independent investment management firms. Its diverse clientele is made up of institutional investors, mutual funds, charitable organizations and private clients. Fiera offers competitive and innovative investment strategies that are driven by its unique expertise in active and structured fixed income, active equity, quantitative techniques and financial engineering. Fiera is controlled and owned by its principals with Desjardins Asset Management Inc. holding a 23% interest in the firm.
Franklin Templeton Investments, is a wholly-owned subsidiary of Franklin Resources, Inc. which is a global investment organization. Franklin Templeton provides global and Canadian investment, shareholder and distribution services to the products and institutional accounts, as well as separate account management services.
Jarislowsky Fraser is a registered investment counselling firm, managing pension funds, pooled funds, endowment funds and, corporate and private portfolios for clients in North America and Europe. The firm’s philosophy is founded upon conservative, time proven principles of fundamental investing. It constructs diversified, high quality portfolios that are designed to achieve long-term growth. Jarislowsky Fraser minimizes portfolio risk by investing in proven, well-managed, high quality companies that are financially sound.
Based on the principle that a consistent approach will produce consistent results, McLean Budden encourages its portfolio managers to work as a team. Its management style focuses on fundamental analysis, which is carried out by teams responsible for setting up benchmark portfolios. McLean Budden’s investment philosophy focuses on large cap companies with a stable earnings-growth pattern and a healthy balance sheet that are headed by a solid management team.
Northwest was founded in 1997 by President and C.O.O. Michael Butler in partnership with First Asset Management Inc. In September 2003, Northwest became a wholly-owned subsidiary of Northwest Asset Management Inc., which is a wholly-owned subsidiary of the Fédération des caisses Desjardins du Québec. Northwest is one of the fastest growing fund companies in Canada. Northwest has achieved exceptional long term performance by staying disciplined to its investment philosophy, which is to strive for better returns with less risk.
UBS Global Asset Management is a business group of UBS, one of the world's leading financial services groups. UBS's historical roots stretch back more than a century. The separate asset management business group was formed after the merger of Union Bank of Switzerland and the Swiss Bank Corporation in 1998. UBS's price/intrinsic value investment philosophy is at the heart of its core investment management business. Discrepancies between market price and intrinsic value arise from market behaviour and market structure providing opportunities to outperform. Their performance results from the disciplined application of high quality propriety research generated on a global basis.
Helios is a trademark owned by Desjardins Financial Security. The Desjardins Financial Security Guaranteed Investment Funds are established by Desjardins Financial Security. The Desjardins Financial Security Guaranteed Investment Funds are sold exclusively within Canada.
The information in this communication is subject to change without notice. This communication is published by Desjardins Financial Security for information purposes only and should not be considered personal investment advice. It is not intended to provide legal, accounting, investment or tax advice, and should not be relied upon in that regard.
Every effort has been made to ensure that facts and data contained herein are accurate at the time of publication. However, Desjardins Financial Security cannot guarantee that they are accurate or complete or that they will be current at all times and accepts no responsibility for any loss arising from any use of or reliance on the information contained herein.