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
Downloadables
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, 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
Request An Introductory Call
Connect with us to discover how our global equity strategies can help you achieve your financial goals.