EQUITIES

Robust. Fundamental. Dynamic.

Our teams exercise independent thought with high conviction, resulting in portfolios that we believe are well positioned to address our clients' challenges – all within robust risk control frameworks.

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$243.6bn
Equity assets under management

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148
Equity investment
professionals

vd-icon_Bulleye_Target v3

19
Average years’
experience

As at June 30, 2025

<span class="notranslate">no data</span>

$243.6bn
Equity assets under management

152

148
Equity investment
professionals

20

19
Average years’
experience

As at June 30, 2025

We measure success by a single factor: client outcomes. As a pure asset manager, our sole mission is to deliver consistent long-term risk-adjusted returns that exceed our benchmarks and peers, regardless of the prevailing investment landscape.

Featured strategies

HFQIX

Global Equity Income Fund

A high-conviction strategy that targets high, dependable income from high-yielding, high-quality global equities.

JMGRX

Enterprise Fund

A differentiated mid-cap growth strategy that takes a moderate approach to an asset class known for rapid growth potential.

JSMGX

Triton Fund

Our in-depth fundamental research strategy seeks differentiated small-cap companies with the potential to quickly grow into mid-size companies.

Equity Mutual Funds

Insight-led approach helping clients invest in a better future

Discover the details

Insights

A balanced approach for more cautious investors

How balanced strategies can help investors stay true to their long-term objectives.

Portfolio Construction and Strategy: Portfolio Portrait

Portfolio Portrait is designed to help financial professionals cut through market complexity and identify portfolio positioning opportunities.

Chart to Watch: Companies learn quick lessons on navigating tariffs

U.S. companies have thus far withstood the Trump administration’s barrage of tariffs, but signs of stress are emerging in the most exposed sectors.

Advisor insights
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