Strategy Overview
Investment Approach
The Fiera US Small-Mid (SMID) Cap Growth strategy is focused on investing in small- to mid-cap companies. The aim of the Strategy is to deliver significant capital appreciation over multiple market cycles while providing clients with stability during market downturns. The Strategy consists of both stable and emerging growth companies within industries and sectors that are poised to benefit from secular growth trends.
The Strategy has a long-term growth-focussed investment approach and combines bottom up-research and a top-down view to identify secular trends and stable and emerging growth potential.
Key Characteristics
- Benchmark: Russell 2500 Growth Index
- Track Record: >25 years
- Orientation: Intersection of bottom-up analysis and top-down secular trends
- Portfolio Construction: Dynamic combination of Stable and Emerging Growth companies
- Investment Horizon: 3+ Years
- Typical Active Share: > 90%
- Target Number of Holdings: 60-90
Fiera U.S. Small-Mid Cap Growth Fund
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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.
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