Fiera Capital Corporation (FRRPF)

Overview

Fiera Capital Corporation, founded in 2002 and originally known as Fiera Sceptre Inc., stands as a prominent employee-owned investment manager headquartered in Montréal, Canada. Over the years, the firm has expanded its footprint, establishing additional offices in Toronto, Calgary, and Vancouver, Canada. Fiera Capital is committed to serving a diverse clientele, including institutional investors, mutual funds, charitable organizations, and private clients. With a global investment approach, particularly with a focus on the Canadian market, the firm specializes in managing equity, fixed income, and balanced portfolios. Fiera Capital is notable for its commitment to integrating environmental, social, and governance (ESG) considerations into its investment processes, alongside applying an ethical filter and striving to be fossil fuel free. The firm's investment strategies are underpinned by both fundamental and quantitative analyses and are designed to cater to the varied needs of its clients through a comprehensive suite of investment products and services.

Products and Services

• Client-Focused Portfolios:

Fiera Capital offers tailor-made equity, fixed income, and balanced portfolios, ensuring that each client’s specific investment objectives are met. These portfolios are designed through a meticulous selection process that leverages both bottom-up stock picking and top-down macro-economic research.

• Mutual Funds and Income Trusts:

The firm launches and manages a range of mutual funds and income trusts, covering various asset classes including equity, fixed income, and balanced funds. These products are crafted to provide diversified investment solutions to individual and institutional investors alike.

• Equity Investments:

Fiera Capital invests in the public equity markets globally, focusing on growth and value stocks of small-cap companies, as well as G.A.R.P. and value stocks of large-cap companies. The firm employs a strategic equity investment approach that seeks to optimize returns for its clients.

• Fixed Income Investments:

With a top-down approach, the firm makes fixed income investments that are informed by comprehensive macro-economic research. This includes a wide range of debt instruments, offering clients various options to suit their risk tolerance and investment horizons.

• Alternative Investments:

Fiera Capital delves into alternative investments, including employing long/short equity strategies. These alternatives are designed to provide clients with options to diversify their portfolios and potentially enhance returns beyond traditional investment avenues.

• Environmental, Social, and Governance (ESG) Considerations:

The firm integrates ESG considerations into its investment processes, applying exclusions to foster a fossil fuel-free portfolio. Additionally, it makes focused investments in social infrastructure, solar and wind power, transport, and mid-market assets, underlining its commitment to ethical and responsible investing.

• Research and Benchmarking:

Through rigorous in-house research, Fiera Capital ensures informed investment decision-making. The performance of its portfolios is benchmarked against industry-standard indices such as the S&P/TSX Index, MSCI ACWI Index, and S&P 500, ensuring transparency and accountability in its investment strategies.