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Our active equity strategies are tailored to meet specific client investment objectives with a disciplined and differentiated investment approach.
A well-established fundamental relationship exists between company profitability and valuation.
In the short-term, markets can be inefficient due to varying perspectives, risk aversion and behavioural biases
Excess market volatility suggests that risks and fundamentals may be misunderstood—creating potential opportunities that should be confirmed by fundamental research
Over time, markets tend to reflect relative intrinsic value, rewarding patient investors with strict valuation disciplines and longer-term investment horizons
We aim to deliver high conviction and high active share portfolios that are differentiated by design.
Investment universe is ranked based on profitability and valuation to highlight relative value opportunities
Proprietary fundamental research tools incorporate Environment, Social, and Governance (ESG) analysis: confirming the sustainability of profitability and validating the investment opportunity
Tools for pricing, combining and calibrating risk are integrated in the portfolio construction process
We leverage the intellectual capital of a global network of investment professionals and resources to deliver consistently strong long-term results
Proprietary fundamental, quantitative and decision support tools facilitate insight development, team debate, effectiveness and productivity
Global, regional and country-specific strategies have been designed to meet a broad spectrum of investment goals
Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other government deposit insurer or financial institution. The net asset values of all mutual funds, including the Funds, change frequently and any past performance may not be repeated. For money market funds, there can be no assurances that such funds will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Read more
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Terms and conditions
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