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2022 Sustainable Investing Report
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Fiera Atlas Global Companies Strategy: Portfolio Construction
In the penultimate part of our Fiera Atlas video series, Neil Mitchell, Portfolio Manager, explores how the team construct the Atlas portfolio and their approach to diversification and risk.
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Fiera Atlas Global Companies: What Makes a Company Exceptional?
Filmed in partnership with Portfolio Adviser, Neil Mitchell, Portfolio Manager, explains the investment process of the Fiera Atlas Global Companies Strategy: what makes a company exceptional, how our Wealth Creation Framework operates and the approach we take to uncover the rare opportunities we look to invest in.
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High Growth Opportunities in a Low Growth World
With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.
Dominic Bokor-Ingram on Emerging Markets Opportunities
Where are the major growth opportunities in Emerging Markets currently? Are the current global dislocations providing very large dispersion in the performance of countries and stock markets? Dominic Bokor-Ingram Discusses with Portfolio Adviser.
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Vietnam, the Reform Story Continues
In this podcast, Dominic Bokor-Ingram and Chris Nicholas will talk about what has recently happened in Vietnam and how it has impacted our outlook for 2023.
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Thoughts from our Frontier Markets Team – Smaller Emerging Markets: a Wealth of Opportunities
In this report the Team provides an update on performance. of the Smaller Emerging Markets Strategy (“SEMS”) which was launched on 6th January 2021 with a mandate to generate alpha from investing in smaller emerging and frontier market equities globally.