In-house investment management
Direct access to the research professionals that hand-select every single security in your portfolio. With experience navigating multiple economic cycles, the team objectively measures and assesses value and makes sound decisions based on fundamental research and market analysis – not market emotions.
Investment Philosophy
Finding value before others do
We seek the truth
Second-level thinking & bottom-up research are our edge
- Fundamental analysis
- Separate evidence from noise
- Find mispriced quality, before it becomes quality
We are different
Achieving long-term investment success often requires thinking differently from the crowd
- Maintain higher-than-average active share
- Build portfolios that differ from the benchmark
- Take advantage of short-term emotion and volatility
We are risk-minded
You can’t predict, you can prepare
- Focus on asymmetric risk/reward
- Find mispriced opportunities trading below their intrinsic value
- Differentiate price volatility, from risk of permanent loss of capital
Investment Solutions
Individualized strategies built from a spectrum of global solutions driven by fundamental analysis
Equity strategies
Canadian Equity Pool
A sound, disciplined approach to the Canadian market prioritizing quality with a bias toward large- and mid-sized companies.
- Average holdings: 34-45
- Distribution frequency: Quarterly
- Currency: CAD
- Total AUM: $309.9M
- Inception: Sept 12, 2014
Managers
Scott Blair, CFA
Connor Barth, CFA
U.S. Equity Pool
A diversified, yet focused basket of our highest-conviction U.S. opportunities aimed at delivering long-term capital appreciation.
- Average holdings: 25-40
- Distribution frequency: Quarterly
- Currency: CAD/USD
- Total AUM: $555.9M
- Inception: Oct 2, 2014
Manager
Saket Mundra, CFA, MBA
International Equity Pool
A pure-play international portfolio investing exclusively outside of North America with a focus on Europe and the Asia/Pacific Rim.
- Average holdings: Up to 65
- Distribution frequency: Quarterly
- Currency: CAD/USD
- Total AUM: $571.8M
- Inception: Apr 2, 2007
Managers
Ric Palombi, CFA
Jimmy Desai, CFA, MBA
Imran Usmani, CPA, CA, CFA
Global Equity Pool
A single, one-stop global equity pool solution designed to harness the full breadth of our best ideas across Canada, the U.S., and internationally.
- Distribution frequency: Quarterly
- Currency: CAD/USD
- Total AUM: $167.9M
- Inception: Apr 2, 2007
Managers
Scott Blair, CFA
Small Mid Cap Equity Pool
A nimble, U.S.-biased basket of small- and mid-sized North American companies with market capitalization between $500M and $10B at time of initiation.
- Average holdings: 30-40
- Distribution frequency: Quarterly
- Currency: CAD/USD
- Total AUM: $111.5M
- Inception: Mar 31, 2023
Managers
Edward Friedman, CFA, MBA
Nick Otton, CFA, MBA
Fixed income/Balanced strategies
Tactical Monthly Income Pool
A unique, un-constrained yield strategy seeking income across a broad range of public equities, fixed income securities, and alternative asset classes.
- Distribution frequency: Monthly
- Currency: CAD
- Total AUM: $204.9M
- Inception: May 31, 2012
Managers
Scott Blair, CFA
Global Balanced Pool
Our flagship global balanced strategy, encompassing the best ideas of our Canadian, U.S., International, Small/Mid Cap, and Fixed Income teams under one pool-of-pools approach.
- Distribution frequency: Quarterly
- Currency: CAD/USD
- Total AUM: $243.6M
- Inception: April 2, 2007
Managers
Scott Blair, CFA
Diversified Fixed Income Pool
An active, low-duration income strategy designed for lower risk, featuring a 60–80% corporate bond allocation and diversification through foreign exposure.
- Distribution frequency: Quarterly
- Currency: CAD
- Total AUM: $548.4M
- Inception: October 1, 2013
Managers
Ric Palombi, CFA
Source: NBIN. Data as of March 31, 2026.
Investment Process
Portfolios built to withstand the inevitable ups and downs of market cycles
Taking advantage of market inefficiencies to uncover quality companies that are currently mispriced
Our analysis must unveil that we have an edge that the market is missing or underappreciating for these quality companies to achieve their true value.
Valuation is the most critical factor in our investment process
We’re disciplined in allocating capital to the investments that are trading below their intrinsic value and exhibit superior risk/reward.
Conducting thorough management analysis
We’re hyper focused on analyzing the leadership team’s capabilities. Management’s ability to execute is critical in bringing the company’s current mispricing to its intrinsic value.
Contact Us
Explore our proprietary global, in-house investment solutions
Connect with our team to learn more about how our personalized investment approach can help your financial strategy.
"*" indicates required fields
Insights & News
Our latest updates on investment management
See all insights & news-
- Inflection Point
Fueling the future: Looking beyond the SpaceX narrative
Source: GEP Less than a month ago, we witnessed the largest Initial Public Offering in…
View the full Inflection Point
-
- Muster Point
The fog of war: Markets in an environment of uncertainty
Periods of geopolitical conflict are defined less by observable facts and more by the fear of the unknown – often…
View the full Muster Point
-
- Inflection Point
Why software stocks just lost nearly $1 trillion — and what it means for you
The panic gripping Wall Street isn’t about robots taking over. It’s about a far more…
View the full Inflection Point
-
- Inflection Point
From forecast to reality: A predictable strategy for unpredictable markets
As 2025 draws to an end, we revisited the 2025 market outlooks by some of…
View the full Inflection Point
