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

vd-icon_People_3_Group v3

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

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Recent deals within the AI ecosystem seek to align major players in the effort to meet voracious demand.

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.

Advisor insights
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