Global Equities
FGP Private U.S. Equity Fund
About the Fund
The FGP Private U.S. Equity Fund aims to deliver attractive total investment returns through long-term capital growth, along with dividends and other income. This Fund invests primarily in a diversified mix of U.S. equity securities and is oriented toward taxable individuals and organizations, with a focus on optimizing after-tax returns.
- Tax-Efficient Exposure: Designed for taxable investors, focusing on optimizing after-tax returns through a diversified portfolio of U.S. equities.
- U.S. Market Exposure: Provides access to a diversified portfolio of high-quality U.S. equities, offering exposure to one of the world’s largest and most dynamic markets.
- Disciplined Strategy: Supported by the rigorous research conducted by FGP’s research team, the portfolio manager follows a disciplined approach to identifying what our research shows to be undervalued U.S. companies.
Performance
INSTITUTIONAL AND DIRECT CLIENTS
Private U.S. Equity Fund
Investment returns are expressed in Canadian dollars unless otherwise noted, gross of investment management fees, net of fund expenses for FGP pooled funds, and include reinvestment of dividends and income. Returns are time weighted and annualized for periods greater than one year. Values change frequently and past investment performance may not be repeated.
ADVISORS
Private U.S. Equity Fund
Investment returns are expressed in Canadian dollars unless otherwise noted, gross of investment management fees, net of fund expenses for FGP pooled funds, and include reinvestment of dividends and income. Returns are time weighted and annualized for periods greater than one year. Values change frequently and past investment performance may not be repeated.
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Private U.S. Equity Fund.
Portfolio Management Team
Andrew Aucoin, CFA
Senior Vice President & Portfolio Manager, Global Equities
Mohammed Ahmad, CFA, MBA
Vice President & Portfolio Manager, Global Equities
Maryam Badakhshi, CFA, MBA
Associate Portfolio Manager, Global Equities
Stephen Mitchell, CFA
Senior Vice President & Distinguished Research Fellow, Global Equities
Nerojan Varnakumar, CFA
Trader, Equities
Alizeh Haider, iBBA
Research Analyst, Global Equities
Robert Nini, BBA
Junior Research Analyst, Global Equities
Request An Introductory Call
Connect with us to discover how our global equity strategies can help you achieve your financial goals.