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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$254.2bn
Equity assets under management

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155
Equity investment
professionals

vd-icon_Bulleye_Target v3

18
Average years’
experience

As at September 30, 2025

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

$254.2bn
Equity assets under management

152

155
Equity investment
professionals

20

18
Average years’
experience

As at September 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

After a strong year for global equities, where to find opportunities in 2026

With valuations increasingly elevated, Julian McManus and Chris O’Malley explain why a selective approach to global equities is critical as we head into the near year.

Still early innings in the AI investment cycle

Three years after the launch of ChatGPT, we are still in the early innings of the AI revolution, with most of the technology’s economic gains yet to be realized, says Denny Fish.

Train stop at night with slow shutter speed

Equities outlook: Positioning for a transformative era

In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.

Advisor insights
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