Canadian Equity

As at (Unless otherwise indicated)

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Fund Strategy

The long-term success of our Canadian Equity Strategy is rooted in a quality investment philosophy. The aim of such an approach is to invest in businesses for the long-term (not trade stocks) that are profitable and well-established with durable, defensible attributes and can generate good returns on investment. We believe a focus on quality businesses combined with our disciplined approach to valuation and long-term holding period will continue to compound wealth for our clients.

As long-term investors, we believe that integrating Environmental, Social and Governance factors into our investment process helps us to identify high‑quality, sustainable businesses, as well as material risks and opportunities to the long-term value of our investments.

The Team also manages Ethical, Fossil Fuel Free and Dividend mandates.

Management Style
Reasons to Own the Fund
  • Long-term investing approach with a high degree of capital preservation in falling markets
  • Disciplined, repeatable investment process focusing on high quality, attractively valued companies
  • Strong risk-adjusted returns; top ranking relative to peers
Size
$1731 millions
Inception
Fund Statistics

Annual as at June 30, 2019

  Q2 2019 YTD - 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Canadian Equity Composite 3.87 17.42 -2.41 10.34 18.59 -0.28 13.41 21.52
S&P/TSX Index 2.58 16.22 -8.89 9.10 21.08 -8.32 10.55 12.99
Added Value 1.29 1.20 6.48 1.24 -2.49 8.04 2.86 8.53

Annualized as at June 30, 2019

  1 Y 2 Y 3 Y 4 Y 5 Y 6 Y 7 Y 8 Y 9 Y 10 Y SI
Canadian Equity Composite 12.08 10.67 12.07 10.42 9.02 12.09 11.77
S&P/TSX Index 3.87 7.09 8.39 6.18 4.67 8.33 7.52
Added Value 8.21 3.58 3.68 4.24 4.35 3.76 4.25

Returns are presented gross of management fees.

  • Nessim Mansoor Fiera Capital

    Nessim Mansoor

    CPA, CA, CFA
    Head of Canadian Large Cap Equities

    Nessim Mansoor heads up the Canadian Large Cap Equity Team at Fiera. He is the lead manager of the Canadian Equity and the Canadian Equity Dividend investment strategies, and is jointly responsible for managing the Canadian Equity Core investment strategy.

    Mr. Mansoor has over 20 years of industry experience and joined the firm in 2016. Prior experiences include positions as Senior Portfolio Manager, Canadian Equities and Vice President, Canadian Equities at major Canadian investment management firms.

    Mr. Mansoor graduated from the University of Toronto with a Bachelor of Commerce (BCom), majoring in Economics and Accounting. He also obtained the Chartered Professional Accountant (CPA), Chartered Accountant (CA) and Chartered Financial Analyst (CFA) designations.

    Mr. Mansoor has won three Fundata FundGrade A+ Awards for 2015 and 2016 for two retail funds under his management.

    Mr. Mansoor is a member of the User Advisory Council of the Canadian Accounting Standards Board.

  • Nicholas Smart

    Nicholas Smart

    Portfolio Manager, Canadian Equities

    Nicholas Smart is a member of the Canadian Equity Team and assists in managing Canadian Equity ESG, Ethical and Fossil Fuel Free mandates. He is also involved in the advancement of Responsible Investing and ESG Integration at Fiera Capital. He joined Fiera Capital in 2016 and has nine years of industry experience. Prior to joining Fiera Capital, he worked on Canadian Equity and Global Small Cap mandates at Empire Life Investments.

    Nicholas graduated from Carleton University with Bachelor of Commerce and Bachelor of Arts degrees and is a CFA Charterholder.

  • Tony Rizzi Assistant Portfolio Manager, Canadian Equities

    Tony Rizzi

    MBA, CFA
    Assistant Portfolio Manager, Canadian Equities

    Tony Rizzi is a member of the Canadian Equity Team and assists with research and portfolio construction for a number of Canadian Equity mandates. 

    Mr. Rizzi has over nine years of industry experience and joined the firm in 2016. Prior experiences include a position as a Senior Analyst at Empire Life Investments and Director, Institutional Research as CIBC Capital Markets.

    Mr. Rizzi graduated from the University of Toronto with a Bachelor of Engineering Science. He also holds a Masters of Business Administration (MBA) from the Richard Ivey School of Business as well as the Chartered Financial Analyst (CFA) designation. 

They are assisted by one analyst.

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