True Value Global Pioneers
Founded by the Charles Brandes in 1974, Brandes is synonymous with experienced Graham & Dodd investing on a global scale.
Preeminent Asset Management Firm
Founded in 1848, Lazard’s global footprint includes over 300 investment professionals in key locales the world over.
Selective, Active Stock Pickers
Founded by Kim Shannon, Sionna are Canadian market experts, famously focussed on downside protection.
3 Managers through 1 Representative, providing priority, bundled service, with the backing of the experienced, responsive Bridgehouse Team…
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
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
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
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.
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.
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.
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.
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.
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.
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.
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.
