Strategy Overview
Strategy Description
The strategy invests in 25 to 35 companies with strong wealth creation credentials, backed by sustainable and diversified cash flows that will compound over the long-term.
The highly experienced team uses a fundamental, bottom-up research driven investment process. The strategy seeks to deliver superior long-term capital growth, with lower risk of capital loss than the broad global equity markets, over a full market cycle.
The strategy is also available with an ethical filter
Key Differentiators
- Highly experienced and collaborative team of global equity investors with a presence across Europe, Asia and Australia
- Portfolio of exceptional companies seeking to provide superior returns and downside market resiliency over the long-term.
- Focus on compounding as opposed to multiple expansion to generate returns
- ESG philosophy consistent with our view of extracting high and sustainable profitability
- Wealth Creation Framework part of a methodically applied, philosophically aligned and well-designed fundamental research process
Highlights
- Inception Date
- March 30, 2017
- Assets Under Management ($M)
- $1,666 (As of March 31, 2026)
- Price
- $12.8774 (As of June 8, 2026)
- Last Distribution Paid ($)
- $0.0269 (March 31, 2026)
- Decision making
- Team-based approach
- Style
- Quality growth
- Process
- Fundamental, bottom-up
- Turnover
- Low
- Investment horizon
- Over 5 years
- Number of holdings
- 25 to 35
- Approach
- Benchmark agnostic
Performance
Performance Per Period (%)
| Q1 2026 | YTD - 2026 | 1 Y | 3 Y | 5 Y | 10 Y | SI | |
|---|---|---|---|---|---|---|---|
| Fiera Atlas Global Companies | -10.05 | -10.05 | -4.71 | 3.43 | 4.37 | – | 12.72 |
| MSCI ACWI (CAD) | -1.45 | -1.45 | 16.37 | 17.78 | 11.80 | – | 11.49 |
| Value Added | -8.60 | -8.60 | -21.08 | -14.35 | -7.43 | – | 1.23 |
| Fiera Atlas Global Companies | -10.05 |
|---|---|
| MSCI ACWI (CAD) | -1.45 |
| Value Added | -8.60 |
| Fiera Atlas Global Companies | -10.05 |
|---|---|
| MSCI ACWI (CAD) | -1.45 |
| Value Added | -8.60 |
| Fiera Atlas Global Companies | -4.71 |
|---|---|
| MSCI ACWI (CAD) | 16.37 |
| Value Added | -21.08 |
| Fiera Atlas Global Companies | 3.43 |
|---|---|
| MSCI ACWI (CAD) | 17.78 |
| Value Added | -14.35 |
| Fiera Atlas Global Companies | 4.37 |
|---|---|
| MSCI ACWI (CAD) | 11.80 |
| Value Added | -7.43 |
| Fiera Atlas Global Companies | – |
|---|---|
| MSCI ACWI (CAD) | – |
| Value Added | – |
| Fiera Atlas Global Companies | 12.72 |
|---|---|
| MSCI ACWI (CAD) | 11.49 |
| Value Added | 1.23 |
Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss.
Composite performance, gross of management fees.
Performance returns are annualized for periods of 1 year and up.
Investment Team
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.