NON-TRADITIONAL INVESTMENTS

Fiera Capital combines the flexible and efficient investment management environment of a boutique alternative investment manager with the scale of resources offered by one of Canada’s leading investment management firms. Our team offers alternative strategies with the investment performance, operational depth, and level of transparency and risk control that investors seek.

Fiera Capital's objective is to offer its clients innovative, alternative solutions, in addition to traditional investment approaches to help them achieve their objectives. As such, Fiera’s mission is to continue to broaden its already diverse non-traditional investment options and become a leader in both traditional and non-traditional investment management.

We currently offer the following strategies:

Non-Traditional Growth Strategies

North American Market Neutral Fund

This absolute return strategy builds on Fiera Capital’s expertise and complete coverage of the North American equity market. Its investment process consists of “pairs trading” through long and short positions of equal value in North American large capitalization securities. Its unique “stock cycle” approach to analyzing investment opportunities allows our managers to take advantage of all types of investment opportunities with the intention of delivering added value, primarily from stock picking, while removing most of the systematic sources of risk. With this dynamic approach, portfolio holdings are continuously reassessed given our belief that market volatility creates opportunities.

The objective of this strategy is to generate positive and consistent absolute returns over the long term, with low correlation to market movements. This dynamic approach applies rigorous risk management parameters including neutral currency and sector exposure, minimal net market exposure, and strict minimal liquidity constraints thereby optimizing the risk/return ratio and resulting in relatively low volatility.

This strategy is easily portable to other sources of beta, and is customizable to various risk levels and stock universes.

Global Macro Fund

This strategy builds on Fiera Capital’s expertise in global tactical asset allocation. Its dynamic investment process is based on exhaustive global fundamental research, as well as on a shorter-term analysis of monetary flows and technical variables in order to identify and capture price trends across the spectrum of global markets, asset classes and financial instruments.

This focused investment approach is applied across equity indices, fixed income securities and currencies with the intention of delivering added value with limited downside risk and low correlation to traditional indices.

This strategy is easily portable to other sources of beta, and is customizable to various risk levels and investment universes.

Non-Traditional Income Strategies

Infrastructure Fund

The Fiera Infrastructure Fund offers access to infrastructure investments for smaller institutional investors as well as for high-net-worth individuals. It invests in limited partnerships managed by Fiera Axium Infrastructure, targeting both brownfield and greenfield investment opportunities. It seeks to invest in core transportation, energy and social infrastructure assets in Canada, while emphasizing infrastructure assets that generate attractive long-term returns. The Fund also distinguishes itself by offering its investors liquidity options.

Diversified Lending Fund

This fund’s investment objective is to provide stable returns, mainly through income generation. It invests in money market securities and in private companies specializing in bridge financing for residential construction. It offers stable and regular income in the form of quarterly distribution, as well as low correlation to traditional equity and bond indices.

Income Fund

This fund’s investment objective is to provide an attractive cash yield and stable returns. It invests in a broad range of assets including money market securities, corporate bonds, convertible bonds, preferred shares, income trusts, REIT’s, mortgages, secured real-estate-backed lending products and infrastructure.

The fund focuses on risk control and capital protection through active asset management, research-driven security selection and by having a broadly diversified portfolio of assets. It offers a quarterly income distribution with potential for modest growth as well as low correlation to traditional equity and bond indices.