Canadian Equity
Investment Philosophy
Our investment philosophy centres on long-term wealth compounding by investing in high-quality, well-established businesses.
We focus on companies with sustainable competitive advantages, strong management integrity and proven earnings growth. Our focus is on quality. By integrating sustainability factors into our process, we identify enduring businesses and assess material risks and opportunities that impact long-term value.
Contact us to learn more about our strategies
Capital Preservation
Preserving our client’s capital has always been a key focus for our team. The Canadian Equity Strategy has a steadfast dedication to high quality, attractively valued companies.
Our philosophy is designed to outperform especially during periods of negative S&P/TSX returns.
The source of downside protection for the Canadian Equity Strategy has historically been from superior stock selection as opposed to a focus on sector allocation. The Strategy is index-agnostic. When we construct the portfolio, we focus on selecting the best quality companies regardless of the sectors that they are in.
The Canadian Equity Strategy has demonstrated that it can perform well across a variety of market environments, whether positive or negative. Markets that are driven by sound fundamentals and that reward quality have historically been ideal for our strategy. We strive to outperform when the market is weak.
Strategies
Canadian Equity
Our Canadian Equity Strategy reflects a disciplined, quality-focused investment philosophy designed to preserve and grow wealth over the long term.
We invest in well-established, profitable businesses with durable competitive advantages and strong return potential, avoiding short-term trading in favor of patient capital allocation. Through a rigorous approach to valuation and a steadfast commitment to quality, this Strategy seeks to deliver consistent, compounding results for discerning investors.
- Number of holdings 25 to 45
- 5+ years investment horizon
- Low turnover
Canadian Equity – Core
The Canadian Equity – Core Strategy shares the same investment philosophy of our strategy, while maintaining a low sector deviation vs. the benchmark.
- Number of holdings 30 to 45
- 5+ years investment horizon
- Low turnover
Canadian Equity Fossil Fuel Free
The Canadian Equity Fossil Fuel Free Strategy follows the same investment philosophy as our strategy.
This Strategy excludes all holdings in the Energy or Utilities sectors, aiming to deliver a portfolio with a materially reduced carbon footprint, while maintaining a strong focus on long-term performance.
- Number of holdings 30 to 45
- 5+ years investment horizon
- Low turnover
Our Investment Team
Additional Strategy
Managed By the Team
Sustainable Investing
We view sustainability as a key element of long-term investing. Rather than treating it as a separate component, we seamlessly integrate it into our fundamental analysis of a company’s quality, risks and future opportunities.
Inspired by the Sustainability Accounting Standards Board (SASB), we have developed our own comprehensive framework to assess sustainability. Our team fully embraces this approach because we understand that factors like human capital, environmental stewardship and corporate culture are crucial for lasting success.
Related Insights
Canadian Equities – 2024 Sustainable Investing Report
Canadian Equities – 2023 Sustainable Investing Report
Canadian Equities – 2022 Sustainable Investing Report
Canadian Equities – Responsible Investing Report
Disclosures
Nothing on this website should be viewed as a recommendation, offer or solicitation to buy or sell any security or investment and does not constitute investment, legal, tax or accounting advice. Services are offered only to qualified investors and only in accordance with applicable laws and regulations in each relevant jurisdiction. Information is believed to be accurate as of the publication date but may change without notice; no warranty is provided, and Fiera Capital and its affiliates disclaim liability for its use.
Past performance is not a guarantee of future results. Inherent in any investment is the potential for loss. Target returns are aspirational, forward-looking and do not represent actual performance. There is no guarantee that such performance will be achieved, and actual results may vary substantially. Metrics (e.g., exposures, ratios, characteristics) are for reference only and may not capture all relevant factors. Different metrics may lead to materially different conclusions; Any specific holdings mentioned are for illustration only, and may not represent the full portfolio, past holdings, or future positions. Indices are unmanaged, not investable, and do not reflect fees or expenses. Index comparisons are provided for context and portfolio holdings may differ significantly from those of any index; All investment strategies involve risks, including market, economic, financial, operational, liquidity, valuation, and regulatory risks. Certain strategies may use leverage, derivatives, or concentrated exposures, which can increase volatility and risk of loss; No strategy, diversification approach, or risk management technique can eliminate risk, or guarantee returns in all market environments; Investors should review relevant governing documents and consult their own advisers before making investment decisions.
Environmental, social, governance (“ESG”) or impact related goals, commitments, or initiatives referenced on this website are voluntary, may not apply uniformly across strategies, and may be modified or discontinued at Fiera Capital’s discretion. ESG-related processes do not guarantee any specific investment outcome.







