CANADIAN EQUITY
Canadian Equity SMA
About the Strategy
The FGP Canadian Equity SMA aims to deliver attractive total investment returns through long-term capital growth, alongside dividends and other income. To achieve this, the Strategy invests primarily in a diversified mix of Canadian equity securities.
Why Invest in the Canadian Equity SMA Strategy?
- Disciplined Investment Approach: Uses a long-term, bottom-up, value-oriented approach supported by comprehensive fundamental research.
- Diversified Canadian Equity Exposure: Invests in a broad range of what we believe to be high-quality Canadian equities, offering a balanced approach to growth and income.
- Disciplined Strategy: Supported by the rigorous research conducted by FGP’s research team, the portfolio manager is guided by FGP’s diversification and risk control guidelines.
Performance
ADVISORS
FGP Canadian Equity SMA
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.
Downloadables
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP Canadian Equity SMA Strategy.
Portfolio Management Team
Bryan Pilsworth, CFA, MBA
President & CEO, Portfolio Manager, Canadian Equities
Patrick Osler, CFA
Senior Vice President & Portfolio Manager, Head of Wealth Management
Tom Duncanson, CFA
Vice President & Portfolio Manager, Canadian Equities
Brandon Tu, CFA, CPA, CA, MAcc
Vice President & Portfolio Manager, Canadian Equities
Zubaida Mirza, CFA, MBA
Vice President & Senior Research Analyst, Canadian Equities
John Berry, CFA, MBA, MASc
Senior Vice President & Distinguished Research Fellow, Canadian Equities
Graeme Lang, BA
Head Trader, Equities
Ben Lambert, BBA
Junior Research Analyst, Canadian Equities
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