Global Equities
FGP U.S. Equity SMA
About the Strategy
The FGP U.S. Equity SMA Strategy aims to deliver attractive total investment returns through long-term capital growth, dividends, and other income. The Strategy invests primarily in a diversified mix of U.S. equity securities, using a disciplined, long-term, bottom-up value-oriented approach to security selection.
- Focused U.S. Market Exposure: Provides targeted exposure to a diverse mix of what we believe to be high-quality U.S. equities.
- Disciplined Strategy: Uses a value-oriented approach backed by detailed fundamental research.
- Long-Term Growth: Aims to generate consistent growth and income through a carefully constructed portfolio of U.S. companies.
Performance
ADVISORS
FGP U.S. 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.
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP U.S. Equity SMA.
Portfolio Management Team
Andrew Aucoin, CFA
Senior Vice President & Portfolio Manager, Global Equities
Patrick Osler, CFA
Senior Vice President & Portfolio Manager, 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 & Distinguished Research Fellow, Global Equities
Nerojan Varnakumar, CFA
Trader, Equities
Robert Nini, BBA
Junior Research Analyst, Global Equities
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