Fiera Atlas Global Companies Strategy

Investment approach

The strategy invests in 25 to 35 companies with strong wealth creation credentials, backed by sustainable and diversified cash flows that will compound over the long-term. The highly experienced team uses a fundamental, bottom-up research driven investment process. The strategy seeks to deliver superior long-term capital growth, with lower risk of capital loss than the broad global equity markets, over a full market cycle.

Key Characteristics

  • Highly experienced and collaborative team of global equity investors with a presence across Europe, Asia and Australia
  • Portfolio of exceptional companies seeking to provide superior returns and downside market resiliency over the long-term.
  • Focus on compounding as opposed to multiple expansion to generate returns
  • ESG philosophy consistent with our view of extracting high and sustainable profitability
  • Wealth Creation Framework part of a methodically applied, philosophically aligned and well-designed fundamental research process