Fiera Atlas Global Companies Strategy – Q2 2025 Investment Update
July 24, 2025 | Equities, Public Markets
Neil Mitchell, Portfolio Manager & Sachin Sharma, Client Portfolio Manager, of the Fiera Atlas Global Companies Strategy share insights from the last quarter.
In the video, they explore:
- How recent market volatility, changing US trade policies and Middle East tensions have influenced the Fiera Atlas Global Companies strategy performance
- How our disciplined, fundamentals-driven investment approach prioritises competitive advantage and structural growth amid uncertainty
- Key portfolio updates including sales and new additions, plus a positive outlook for sustained earnings momentum and strategic positioning into the second half of 2025
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