Canadian Equity CORE Growth


This strategy is a well-diversified all-cap portfolio with exposure to all economic sectors. The return objective is to outperform the market index as well as peers over a market cycle. Portfolio construction is a key component of the process in achieving these goals.


100% S&P/TSX Composite Index

Philosophy and process

  • The strategy aims to achieve added value to its reference benchmark with a level of risk that is equal to or less than that of the benchmark.
  • The investment process is based on fundamental analysis and combines a bottom-up approach, researching companies with favourable growth opportunities from all sectors of the market, with a top-down approach (macroeconomic analysis). This is complemented by a robust risk-management oversight process.
  • Up to 10% of the portfolio can be invested in the U.S. market to complement current portfolio holdings.
  • Typical number of securities held ranges from 130 to 150.
  • The valuation process is based on extensive cash-flow analysis combined with a qualitative framework emphasizing strong business models, management quality, and ESG strengths.

Why invest in these strategies?

  • Predominantly Canadian Equity exposure with a proven 20-year track record of outperformance through market cycles.
  • Stable and skilful management team that has outperformed the index in 16 out of 20 years.
  • Consistent top-quartile managers on a risk-adjusted basis.
  • Opportunity to invest alongside a Brendan Wood International 2021-2022 Top Gun Investment Minds team.

How to invest?

Portfolio Manager(s)

Marc Gagnon

Vice President, Portfolio Manager, North American Equities

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David Caron

Senior Director, Portfolio Manager, North American Equities

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