Canadian Equities

Anatomy of a site visit

Anatomy of a site visit

Self-driving 400-ton trucks with $65,000 tires. Crushers. Giant sulphur blocks. These are only some of the items one of our analysts saw on a visit in March to Imperial Oil’s Kearl oil sands site in Alberta’s north. Click the image below to read more.

Assessing the Risk of Stranded Carbon Assets

Assessing the Risk of Stranded Carbon Assets

In early June, G7 leaders committed their countries to reducing carbon emissions by 2050 and eliminating them by 2100. Even before the G7 announcement in Germany, there had been concerns expressed over how carbon reductions might impact investors in energy and...

Anatomy of a site visit

Bryan Pilsworth On the Case for Canada

On April 24, FGP hosted an investor lunch in Montreal, where Bryan Pilsworth, President & CEO, discussed the potential of Canadian public equities. He highlighted that Canadian companies are currently cheaper relative to their U.S. counterparts in the S&P 500, emphasizing that exposure to commodities and a cyclical economy can offer protection for investors. Pilsworth also pointed out that Canada is a market rich with alpha ideas and unique assets, making it an attractive addition to investment portfolios.

Anatomy of a site visit

Bryan Pilsworth on the Case for Canada

On December 1, FGP hosted an investor lunch in Toronto for clients and industry partners. Bryan Pilsworth, President & CEO, Portfolio Manager - Canadian Equties, spoke about the inflection points that are creating opportunities for Canada.

Does Value Investing Still Work?

Does Value Investing Still Work?

Long-term investing in value stocks has produced better returns than investing in growth stocks, historically. However, in recent years, this has not been the case. Does that mean value investing no longer works?

Engagement Towards a Net Zero World

Engagement Towards a Net Zero World

In our latest Foyston For Thought video, Zubaida Mirza, Vice President, Senior Research Analyst, discusses how FGP engages with companies in the energy sector.   [video width="1280" height="720"...

Anatomy of a site visit

FGP Promotes Zubaida Mirza

FGP is delighted to announce the promotion of Zubaida Mirza to Vice President, Senior Research Analyst. Zeba has been a key member of the Canadian Equity Team since joining FGP in 2008 as a research analyst specializing in the Energy sector. She has expanded her...

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