Fiera Apex U.S. Equity Core

Anciennement : Fiera Actions américaines « Core »

Strategy Overview

Investment Strategy

The Fiera Apex U.S. Equity Core strategy looks to identify and invest in high-quality, stable and resilient companies that demonstrate the financial strength and ability to consistently increase dividends. Portfolio holdings are analyzed for the attractiveness of their business models and their underlying fundamental metrics such as the return on their invested capital. The investment universe is filtered to concentrate on those companies with the highest 3-year and 5-year dividend growth rate, and those with the highest ratios of return on invested capital.

Why Invest in this Strategy

  • Focused on high quality companies with attractive industry dynamics, sustainable competitive advantages and management teams who have demonstrated a commitment to shareholder value creation
  • Balancing both dividend growth and income growth, the strategy strives to provide investors an attractive real yield (inflation adjusted), which can be challenging to find in fixed income investments with treasury yields at all-time lows
  • Stable team with over 25 years of industry experience on average
  • Demonstrated investment methodology, and a rigorous process designed to deliver strong capital appreciation over time and stability in down‑markets


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.