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Global equities

Photo of Craig Swiston

Craig Swistun

Vice President


“Once we understand a client's unique objectives, we determine an appropriate allocation to global equities. Selecting from large- and small-cap international and emerging market equities, the agreed outcome is a result of our ongoing discussions.”

We employ a flexible approach to investing in global equities. By using a blend of investment styles and market capitalization, we add diversification to your portfolio while optimizing returns and minimizing risk.

Our global equity solutions include our US equity portfolio that invests in US-based companies; an international equity portfolio comprising companies based in Europe, the Far East and the Pacific Basin (this portfolio can be screened to include only companies that qualify against responsible investing criteria); and a global equity portfolio that invests in companies in North America, Europe, the Far East, the Pacific Basin and emerging markets.

Our global investment team combines fundamental company and economic liquidity analysis to provide long-term growth through capital appreciation.

Additionally, we offer US and international equity income and growth portfolios, a global small-cap portfolio that invests in non-Canadian small cap stocks with a value of $150 million-$3 billion, and a small-cap portfolio comprising Canadian and global small-cap companies.

The socially responsible international equity portfolio allows clients to align their investment portfolios with a responsible investing strategy that identifies companies globally by using environmental, social and governance criteria. We partner with Sustainalytics, using its research and expertise to thoroughly understand each company's responsible investment credentials and the relevance of each factor for its potential for financial impact.

 

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