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.
Thought Leadership
Beyond the Markets: A Conversation on Culture, Mentorship and Legacy
What’s the secret to building long-term, sustainable success in investment management? In this video, you’ll have a rare opportunity to hear from three of our senior leaders about the timeless values that drive our success, and how these individuals continue to shape...
Central Banks are Leading the Charge Against Inflation – But Nobody’s Following
Inflation has been on an upswing for two years. Central banks are raising interest rates to reduce inflation while governments seem to be doing the opposite. Some major economies might avoid a recession, but that may not be a good thing. Read more by clicking on the...
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 – 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...
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...
Government “interference” = short-term noise
We regularly advise many of our clients to ignore short-term noise in the markets and focus on the long term. This week, we have two concrete examples proving our point: the Canadian government made one partial U-turn and one complete U-turn just months after...
Inflection Point: The Case For Canada
Canada has been a diminishing allocation within some investment portfolios since the Canadian government removed the foreign investment limit for registered plans in 2005. The size and cyclical nature of the Canadian market led investors towards foreign markets where...
The Times They Are A-Changin’
Interest rates are higher today than they have been at any time in the last decade – and much higher than at the height of the pandemic. With bond yields up, there is less need to take undue investment risks. Our latest white paper explains why.
Why Canadian Banks Were Immune to Recent Market Stress
The collapse of Silicon Valley Bank in the U.S. in March caught the attention of many investors around the world. North of the border, thoughts turned to Canadian banks. Our Fixed Income team explains the factors that make Canada’s banking system stable and sound....
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