Strategy Overview
Investment Strategy
This actively managed strategy invests in physical and synthetic fixed income securities to take advantage of market anomalies on the various yield curves in North America while keeping a constant focus on long term capital preservation. The portfolio of physical securities generates a yield to maturity superior to its benchmark through a systematic bias on the yield curve dispersion and an overweight positioning in high quality credits. The portfolio of synthetic securities consists of several duration neutral strategies with a short-to-medium term horizon showing low correlation. The portfolio is built using a bottom‑up approach based on four types of analysis with a strong emphasis on risk management.
Why Invest in this Strategy
- Superior valued added objective compared to traditional mandates
- Multiples sources of alpha aligned with the value added objective
- Consistency and robustness of returns regardless of economic, political and financial environments
- High quality portfolio and conservative approach to Corporate bonds
- Disciplined investment process focused on rigorous and on-going risk management
Investment Team
Olivier Audette Génier MSc, CFA
Nicolas Vaugeois MSc, CFA
Alexandre Cousineau MSc, CFA, CAIA
Guillaume Bellavance FCIA, FSA, CFA, CAIA, PRM
Disclaimer
The information provided herein does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is no guarantee of future results. Information pertaining to Fiera pooled funds is not to be construed as a public offering of securities in any jurisdictions of Canada. The offering of units of Fiera pooled fund is made pursuant to the fund’s Trust Agreement and only to those investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. Important information about Fiera pooled funds, including a statement of the fund’s investment objective, is contained in its Trust Agreement, a copy of which may be obtained from Fiera Capital Corporation. Unit values and investment returns will fluctuate. Please read the Trust Agreement of the pooled funds before investing. All performance data assume reinvestment of all distributions or dividends and do not take into account other charges or income taxes payable by any unitholder that would have reduced returns. Pooled funds are not guaranteed, their values change frequently and past performance may not be repeated.