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 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 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.

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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.

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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.

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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.

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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.

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Sionna SMA Quarterly Update Presentation

Portfolio Manager narrated

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