Preferred Shares Opportunistic

Investment approach

A thorough assessment of macroeconomic factors followed by extensive credit and relative value analysis are the cornerstone of this active approach resulting in high-quality diversified portfolios with low volatility. This strategy adds substantial value through its long term positioning approach, trading process, duration management and its understanding of the technical factors.

Key Characteristics

  • Higher yielding asset class offering a significant source of income in a low-yielding environment
  • Enhanced portfolio diversification with lower volatility
  • Significant tax-efficient benefit for taxable clients
  • Fiera Capital’s expertise has allowed us to be amongst the largest Canadian preferred share managers
  • Interaction with Fiera Capital’s investment teams to benefit from the expertise of our solid internal credit and market analysis