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With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.

Following President Trump’s announcement on 2nd July, the United States has agreed to reduce tariffs on most Vietnamese exports to a level now estimated to be around 22% to 23%.

Rob is a Senior Advisor. He brings over 40 years of investment management and tradingexperience to the firm and is now focused on growing the firm and brand internationally, from clients to partners, from new products to new teams. He continues to serve actively in his investment committee roles on multiple Fiera Credit Funds. Rob’s career has predominately been spent as Managing Partner of Clearwater Capital Partners, which he founded together with Amit Gupta in 2001 after the Asia Financial Crisis. Clearwater grew to be one […]

The energy transition comes with many structural growth and ESG considerations. Read how the Atlas Global Companies Strategy team approaches these factors as part of an overall investment case.

David Naughtin is a portfolio manager for the Fiera Atlas Companies Strategy. He joined Fiera Capital in March of 2021 as part of Fiera’s acquisition of AMP Capital’s Global Equities capability.  David started with AMP Capital in June 2017 as a Portfolio Manager in the Global Equities team. David has more than 15 years of […]

In preparing this Climate Report, we have utilized the TCFD recommendations as a key reference framework to enhance the transparency and consistency of our climate-related reporting.