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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$237.1bn
Equity assets under management

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153
Equity investment
professionals

vd-icon_Bulleye_Target v3

19
Average years’
experience

As at September 30, 2024

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

$237.1bn
Equity assets under management

153
Equity investment
professionals

19
Average years’
experience

As at September 30, 2024

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.

Insights

Rising transactions signaling a recovery for listed real estate

A recent recovery in transactions volumes is fostering optimism for appreciation in listed REITs,

Quick View: A win for Republicans boosts US stocks

What investors should consider as the U.S. election outcome becomes clear.

Global small caps – no longer the ugly duckling

As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.

Advisor insights
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