Strategy Overview
Investment Approach
The strategy is designed to provide superior short term investment returns primarily through interest income and moderate capital appreciation. To attain this objective, the strategy will invest primarily in a combination of high quality fixed income securities issued by Canadian governments and corporations, as well as asset classes such as high yield bonds, core mortgages, alternative credit and other structured products in order to deliver consistent risk-adjusted returns. Moreover, the strategy allows for tactical short-term deviations from the long term target allocation in order to fully take advantage of market opportunities. The strategy aims at delivering a short-term return that is more than 1% higher than the performance benchmark, with reduced volatility in portfolio returns.
Key Characteristics
- Consistency and solid performance in different types of market environments
- Strong risk-adjusted returns as reflected by an excellent Information Ratio
- Superior value added objective compared to traditional mandates
- Well-diversified sources of traditional and alternative credit exposure
- Continuous and rigorous risk management through disciplined investment process
Disclaimer
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.
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