Global Equities
FGP International Equity SMA
About the Strategy
The FGP International Equity SMA aims to generate attractive total investment returns through long-term capital growth, along with dividends and other income. To achieve this, the Strategy invests primarily in a diversified mix of Depository Receipts of non-North American issuers which trade on recognized U.S. exchanges. FGP employs a disciplined, long-term, bottom-up, value-oriented approach to security selection, with portfolio managers selecting investments that align with FGP’s diversification and risk control guidelines.
- Global Diversification: Provides exposure to a broad range of non-North American equities, offering access to international markets and sectors.
- Tax-Efficient Growth: Focuses on maximizing after-tax returns through a diversified portfolio.
- Disciplined Strategy: Uses a long-term, bottom-up value-oriented approach, supported by rigorous research and portfolio management.
Performance
ADVISORS
FGP International Equity SMA
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP International Equity SMA.
Portfolio Management Team
Andrew Aucoin, CFA
Senior Vice President & Portfolio Manager, Global Equities
Patrick Osler, CFA
Senior Vice President, Head of Wealth Management
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 & Research Analyst, Global Equities
Nerojan Varnakumar, CFA
Trader
Robert Nini, BBA
Junior Research Analyst
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