Strategy Overview
Strategy Description
Our SMID-cap growth strategy is designed to deliver significant capital appreciation over time while also providing stability during market downturns. We seek to achieve this through a proprietary investment process that combines bottom-up stock selection with top-down thematic investing, and a judicious mix of “stable growth” and “emerging growth” companies in the portfolio.
Key Differentiators
- Focused on small to mid caps, seeking stable and emerging growth companies within industries and sectors poised to benefit from global secular growth
- A 10-year+ track record of outperformance – both absolute and risk-adjusted
- Stable team with over 25 years of industry experience on average
- High active share in the 85-95 range
- Demonstrated investment methodology, and a rigorous process designed to deliver strong capital appreciation over time and stability in down‑markets
Highlights
- Inception Date
- November 1, 2022
- Assets Under Management ($M)
- $6,687 (As of March 31, 2026)
- Price
- $17.0437 (As of June 5, 2026)
- Last Distribution Paid ($)
- $0.0033 (March 31, 2026)
- Portfolio Manager
- Fiera Capital Corporation
- Sub-Advisor
- Fiera Capital Inc.
- Style
- Small to Mid cap growth
- Process
- Fundamental bottom-up, top-down thematic
- Investment Horizon
- 3 to 5 years
- Target Number of Holdings
- 60 to 90
- Sector deviation
- Free to deviate within a clearly defined range
Investment Team
Fiera Apex is a public equity team responsible for the management of US Small, SMID, Mid, Large and All Cap Growth Strategies, as well as US Core, International, and Global Equity strategies. The Apex team’s investment approach is grounded in a disciplined philosophy and process that has been consistently executed for over 35 years. The team employs a proprietary investment process that integrates top-down thematic insights with deep company-specific fundamental research. This approach results in portfolios that emphasize quality and growth characteristics, with valuation discipline and risk management embedded throughout portfolio construction. Their framework has enabled their strategies to navigate varied market environments over time.
Through a scalable platform and collaborative research culture, the Fiera Apex team seeks to provide clients with differentiated growth exposure aligned with long-term investment objectives and evolving market conditions.
Fiera Capital Inc. is a U.S. division of Fiera Capital.
They are supported by one analyst.
Additional Strategies
Managed by the Team
Related Insights
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Documents
Important 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.