Canadian Equity

Building wealth for our clients at an attractive rate by investing in high-quality and attractively valued businesses and by emphasizing capital preservation.
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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.

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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

Our History

2013

Launch of the Canadian Equity Strategy at a prior firm.

2016

Nessim Mansoor, Nicholas Smart and Tony Rizzi join Fiera Capital, bringing along the Canadian Equity Strategy.

2017

Launch of the Canadian Equity Ethical Fossil Fuel Free Strategy (FFF).

2018

Amid a challenging year for the TSX, the Strategy delivers strong relative performance, demonstrating the value of a disciplined focus on capital preservation and high-quality companies. The internship program is established. Sandra Zhang joins the team full-time following her internship.

2020

The COVID-19 pandemic disrupts global markets. The Strategy demonstrates resilience, underscoring the importance of capital preservation and a high-quality investment approach.

2021

The team publishes our first Sustainable Investing Report. The report highlights everything we have done to integrate ESG into our process, our engagement statistics and the emissions intensity of our portfolio. Following his internship, Gokul Ullas joins as the team’s dedicated Sustainability Analyst.

2022

Howard Leung joins the team, with 7 years of experience from Veritas Research.

2023

The Canadian Equity Strategy is recognized with the 2023 Institutional Connect Award for its strong relative performance against the benchmark. Benjamin Abou transitions from the Global Small Cap Equities team to join the Canadian Equity team.

2024

Nicolas Trottier joins the team as a Product Specialist. Nic has 6 years of experience at Fiera Capital in Institutional markets.

2025

The Fiera Canadian Equity Fossil Fuel Free Ethical Strategy is recognized as a top performer by Global Manager Research. The award is given to strategies ranked within the top 3% of the GMR Canadian Equity universe.
Source: Global Manager Research. “Top Performer Rankings.” Available at https://gmr.ca/top-performer/. The award is not paid for and is based on the strategy’s ranking within the top 3% of the GMR Canadian Equity Universe.

Additional Strategy
Managed By the Team

Awards

Institutional Connect Portfolio
Manager of the Year Award 2023

Institutional Connect

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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 about Canadian Equities – 2024 Sustainable Investing Report
Equities Sustainable Investing Public Markets

Canadian Equities – 2024 Sustainable Investing Report

August 5, 2025
The Fiera Canadian Equity Team is proud to publish their 2024 Sustainable Investing Report, showcasing the tangible evidence that their holdings have made on their sustainability progress.
Canadian Equities – 2023 Sustainable Investing Report about Canadian Equities – 2023 Sustainable Investing Report
Equities Sustainable Investing Public Markets

Canadian Equities – 2023 Sustainable Investing Report

August 15, 2024
The Fiera Canadian Equity Team is proud to publish their 2023 Sustainable Investing Report, showcasing the tangible evidence that their holdings have made on their sustainability progress.
Canadian Equities – 2022 Sustainable Investing Report about Canadian Equities – 2022 Sustainable Investing Report
Equities Sustainable Investing Public Markets

Canadian Equities – 2022 Sustainable Investing Report

January 16, 2023
Our Canadian Equity team’s latest sustainable investing report is now available and outlines their continued efforts toward current social and environmental issues.
Canadian Equities – Responsible Investing Report about Canadian Equities – Responsible Investing Report
Equities Sustainable Investing Public Markets

Canadian Equities – Responsible Investing Report

November 23, 2021
Learn more about our Canadian Equities team’s philosophy and approach to responsible investing.

Disclosures

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