Strategy Updates
Formerly: Canadian Equity Low Beta
Strategy Overview
Strategy Description
Quantitative investment process that focuses on identifying mid-to-large cap Canadian firms with sound financial characteristics reflecting a balance of stable earnings, disciplined capital allocation and strong fundamentals within a diversified portfolio with core attributes of 35 to 60 stocks.
The portfolio management team focuses on identifying high-conviction opportunities using a proprietary, diversified multi-factor approach that balances risk and return, with the goal of capturing equity upside while limiting downside risk and controlling tracking. Our rigorous quantitative process is designed to harvest diversified alpha sources using market, fundamental and behavioral factors. This active process is built to generate sustained risk-adjusted outperformance through a disciplined and evidence-based process.
Key Differentiators
- Close-Knit experienced quantitative team
- Systematic, disciplined and robust portfolio construction process geared towards extracting repeatable risk adjusted outperformance in mid-to-large cap stocks
- Aims to maximize risk adjusted returns over full market cycle
- Peace of mind from a diversified strategy with core attributes designed to avoid extended underperformance and deliver sustained value-added.
- This strategy aims to reduce losses during adverse market conditions, preserving more capital for future growth
Highlights
- Inception Date
- December 1, 2017
- Assets Under Management ($M)
- $132 (As of March 31, 2026)
- Price
- $11.4584 (As of June 12, 2026)
- Last Distribution Paid ($)
- $0.0264 (March 31, 2026)
- Style
- Active, Quantitative factor
- Process
- Systematic, Bottom-Up
- Rebalancing
- Market-Based Selection
- Number of holdings
- 35 to 60 stocks
Performance
Performance Per Period (%)
| Q1 2026 | YTD - 2026 | 1 Y | 3 Y | 5 Y | 10 Y | SI | |
|---|---|---|---|---|---|---|---|
| Quantitative Canadian Equity | -0.23 | -0.23 | 16.70 | 16.32 | 13.21 | – | 11.71 |
| S&P/TSX Index | 3.94 | 3.94 | 34.83 | 21.18 | 15.19 | – | 12.26 |
| Value Added | -4.17 | -4.17 | -18.13 | -4.86 | -1.98 | – | -0.55 |
| Quantitative Canadian Equity | -0.23 |
|---|---|
| S&P/TSX Index | 3.94 |
| Value Added | -4.17 |
| Quantitative Canadian Equity | -0.23 |
|---|---|
| S&P/TSX Index | 3.94 |
| Value Added | -4.17 |
| Quantitative Canadian Equity | 16.70 |
|---|---|
| S&P/TSX Index | 34.83 |
| Value Added | -18.13 |
| Quantitative Canadian Equity | 16.32 |
|---|---|
| S&P/TSX Index | 21.18 |
| Value Added | -4.86 |
| Quantitative Canadian Equity | 13.21 |
|---|---|
| S&P/TSX Index | 15.19 |
| Value Added | -1.98 |
| Quantitative Canadian Equity | – |
|---|---|
| S&P/TSX Index | – |
| Value Added | – |
| Quantitative Canadian Equity | 11.71 |
|---|---|
| S&P/TSX Index | 12.26 |
| Value Added | -0.55 |
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
The SIS team combines expertise and experience in financial engineering, trading and execution to deliver superior client outcomes and service.
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.