SMA Solutions

3 Renowned Managers available through 1 Representative, providing priority, bundled service, with the backing of the experienced, responsive Bridgehouse Team…

Brandes   True Value Global Pioneers

Founded by the Charles Brandes in 1974, Brandes is synonymous with experienced Graham & Dodd investing on a global scale.

Lazard   Preeminent Asset Management Firm

Founded in 1848, Lazard’s global footprint includes over 300 investment professionals in key locales the world over.

SionnaSelective, Active Stock Pickers

Founded by Kim Shannon, Sionna are Canadian market experts, famously focussed on downside protection.

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National Accounts & Strategic Alliances

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Regional Directors

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Reza Iain Steven Michael
       
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Christian Nick Kevin Daryl
       

Regional Associates

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Alice Michael Michael Arturo
       
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Tony Andrew Elizabeth  

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Brandes

Brandes Global Equity (ADR)

Long-term capital appreciation by investing in undervalued stocks of both  U.S. and non-U.S. issuers whose market cap generally exceeds $5B (USD) at time of purchase

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Brandes International Equity (ADR)

Long-term capital appreciation by investing in undervalued stocks of non-U.S. issuers whose market cap generally exceeds $5B (USD) at time of purchase

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Brandes U.S. Value Equity

Long-term capital appreciation by investing in undervalued stocks of U.S. issuers whose  market cap generally exceeds $1B (USD) at time of purchase

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Lazard

Lazard Global Equity Select ADR

Seeks to generate strong relative returns over a long-term time horizon by investing in companies across the market cap spectrum with strong and/or improving financial productivity at attractive valuations. Typically invests in 60-80 US-listed companies from both developed & EM countries.   

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Lazard International Equity Select ADR

Seeks to generate strong relative returns over a full market cycle by investing in companies with strong and/or improving financial productivity at attractive valuations. Typically invests in 40-60 US-listed securities of non-US developed-market companies with a market capitalization generally of $5 billion or greater.

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Lazard International Equity Select with Emerging Markets ADR

Seeks to generate strong relative returns over a full market cycle by investing in companies with strong and/or improving financial productivity at attractive valuations. Typically invests in 40-70 securities of non-US companies, including those from emerging markets, with a market capitalization generally of $5 billion or greater. The benchmark is the MSCI ACWI ex-US.

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Lazard International Equity Select with Emerging Markets (EAFE) ADR

Seeks to generate strong relative returns over a full market cycle by investing in companies with strong and/or improving financial productivity at attractive valuations. The strategy typically invests in 40–70 securities of non-US companies, including those from emerging markets, with a market capitalization generally of $5 billion or greater. The benchmark is the MSCI EAFE Index.

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Lazard Emerging Markets Equity Select ADR

Seeks to generate strong relative returns over a long-term time horizon by investing in companies with strong financial productivity at attractive valuations. The strategy typically invests in 35–45 securities of companies domiciled in countries included in the MSCI Emerging Markets Index with over $3 billion in market cap.

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Lazard US Equity Select

Seeks to outperform the S&P 500 Index with less volatility (standard deviation) over a full market cycle by investing in companies that compound earnings and capital and by taking advantage of valuation anomalies. The strategy typically invests in 35–55 companies with market capitalizations generally over $5 billion.

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Lazard US Strategic Equity

Seeks to outperform the S&P 500 index with less volatility (standard deviation) over a full market cycle by investing in companies that compound earnings and capital and by taking advantage of valuation anomalies. Typically invests in 55-70 companies with market capitalizations generally greater than $1 billion.

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Sionna

Sionna Canadian Large Cap

Seeks to provide exposure to larger cap companies in the Canadian market that meet Sionna’s valuation and fundamental quality characteristics. The portfolio concentrates its ownership  between 30-45 holdings.

Sionna All Cap

Seeks to provide exposure to Canadian companies across the capitalization range that meet Sionna’s valuation and fundamental quality characteristics. The portfolio concentrates its ownership to 30-40 holdings, including 10-15 small cap companies.

Sionna Focused Canadian Dividend

Seeks to provide exposure to equities that Sionna believes have strong and sustainable yields, and that meet Sionna’s valuation and fundamental quality characteristics. Exposure to small/mid-capitalization companies is limited to 40% of the portfolio.

Sionna High Conviction

Seeks to provide exposure to Canadian and Global companies across the capitalization range that meet Sionna’s valuation and fundamental quality characteristics without reference to sector weights. A concentrated portfolio of 15-30 holdings.

Sionna Canadian Balanced

Seeks to generate long-term total returns and offer downside protection through a combination of capital growth and interest income. The strategy provides exposure to Sionna’s large cap equity mandate and a concentrated portfolio of Canadian fixed-income securities issued by federal, provincial and municipal governments.

Manager Profile Document

Brandes Lazard Sionna
SMA/UMA Sponsors Global Equity (ADR) Inter. Equity (ADR) US Value Global Equity Select (ADR) Inter. Equity with EM (ADR) Inter. Equity with EM (EAFE) Inter. Equity Select (ADR) US Strategic Equity US Equity Select EM Equity Select (ADR) 40 Large Cap All Cap Focused Can. Dividend High Convic. Canadian Balanced
BMO NB Architect Yes Yes Yes Yes Yes Yes
CIBC Wood Gundy ICS Yes Yes Yes Yes Yes Yes Yes Yes
Echelon Wealth Partners Yes Yes Yes Yes Yes Yes
Hollis Wealth Vintage Yes
Leede Jones Gable Asc. Yes
Manulife Securities Masters Yes
National Bank Ambassador Yes Yes Yes Yes
Raymond James Partners Yes Yes Yes Yes
RBC DS A+ Yes Yes Yes Yes
Richardson GMP SMA Yes Yes Yes Yes Yes Yes Yes Yes Yes
Scotia McLeod Summit Yes Yes
TD Waterhouse UMA Yes Yes Yes   Yes Yes    

Updated Sept 2016