Foyston, Gordon and Payne (FGP) has invested its clients’ assets in preferred shares for decades. Late last year, FGP launched the FGP Preferred Share Pooled Fund.
Strategy news
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...
Building a Dream Team of High Quality Companies
In our latest Foyston For Thought video, Stephen Mitchell, Senior Vice President & Portfolio Manager – Global Equities, explains the concept of a Dream Team in FGP’s investment process. [video width="1280" height="720"...
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?
ESG in the Beverage Industry
In our latest Foyston for Thought video, Andrew Aucoin,Vice President & Portfolio Manager, International Equities, speaks with Kimberley Woolverton, Executive Vice President, Head of Distribution, about our most recent thought leadership, and the impacts of an ESG...
ESG in the Beverage Industry – Heineken: A Case Study
In our latest Foyston for Thought thought leadership, Andrew Aucoin, Co-Portfolio Manager of our International Equity strategy, discusses the aggressive carbon emission reduction targets being set by companies in the beverage sector, and the significant impacts that...
Finding High Quality Value in the Canadian Energy Sector
Zubaida Mirza, Foyston's senior research analyst covering the energy sector, explains why she believes her sector will continue to be a key holding in Foyston's Canadian equity portfolios. [video width="840" height="560"...
From Obscurity to Opportunity: The Small-Cap Advantage
In recent years, stock market returns have been increasingly dominated by a handful of large-cap growth-oriented companies while small-cap stocks have struggled. This phenomenon is not new. In this paper, we explain why an allocation to actively managed small-cap...
Global Equities in Volatile Times
In our latest Foyston for Thought video, Andrew Acuoin, Vice-President & Portfolio Manager - International Equities, talks about how our investment process aims to build resilient portfolios during periods of uncertainty. [video width="1280" height="720"...
How A Preferred Share Redemption Illustrates Why Active Management Prevails
On April 16, RBC announced the redemption of a series of preferred shares. In this paper, we explain this redemption in the context of the marketplace’s confusion about capital structure regulations. The conclusion: active management is an essential component of...
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