Founded in 1991 by Ian O. Ihnatowycz (President, CEO, & CIO), Acuity manages separate accounts, pooled funds, and mutual funds for high net worth individuals and institutional clients. Acuity is an independent, employee owned investment management firm. The firm employs a total staff of more than 100, including more than 10 investment professionals.

Established in 1996, Addenda specializes in the active management of bond portfolios. Clients include pension funds, foundations, endowment funds, private clients, and mutual funds. Based in Montreal, Addenda has 28 employees, including a team of 13 investment professionals who own 50.3% of the company, while Addenda L.P. owns the remaining 49.7%.

Founded in 1997 by Peter J. Eichler and Roger Peikin, Aletheia is a proprietary investment company who believe that correct investing and ultimate investment success depends upon discovering what is knowable about corporations and their secular earnings prospects and applying this knowledge astutely. They employ independent, time-tested methodologies to maximize client wealth, anticipating investor perceptions rather than reacting to them. Aletheia pursues exclusive information channels that produce proprietary research and does not rely on traditional channels of information, such as Wall Street research, securities analysts or mainstream media.

BlackRock is a premier provider of global investment management, risk management and advisory services. The firm manages portfolios and provides investment solutions for a broad array of investors that include corporate, public, and union pension plans, insurance companies, mutual funds, endowments, foundations, charities, corporations, official institutions and individuals worldwide.

Established in 1986, Brandywine Global is a mid-sized investment firm based in Philadelphia. They are an independent subsidiary of Legg Mason, Inc., a global asset management holding company founded in 1899. Brandywine Global has more than 140 employees, with offices in Philadelphia, Chicago, San Francisco and Singapore covering more than 300 institutional client relationships.

Since firm inception in 1997, Canso has been solely dedicated to managing corporate bonds. The founder, John Carswell, has over 20 years experience. Canso’s investment team is comprised of five portfolio managers and credit analysts, who have demonstrated a solid track record for corporate bond mandates.

CIBC Global Asset Management Inc. is one of Canada's largest asset management firms and provides a broad range of high-quality global investment management solutions to retail and institutional clients.

Founded in 1980, Fiduciary is an employee owned independent money management firm based in Milwaukee, Wisconsin. Today, it manages over $4 billion in assets for Registered Investment Advisors, domestic and international institutions, and individual investors primarily throughout the United States. Fiduciary offers equity investment strategies that are firmly rooted in fundamental research and follow a disciplined, value-oriented process.

Front Street Investment Management Inc., based in Toronto, was founded in 1996 creating a focused and dedicated alternative asset class management firm built and owned by experienced industry veterans. Its principals provide institutional and individual investors, both Canadian and non resident, with a unique combination of expertise and experience. Front Street has a suite of investment products, domestic and offshore, which include performance funds, mutual funds, limited partnerships and trusts.

Hamon is an independent asset management firm established in 1989 that specializes in Asian investments. Based in Hong Kong, Hamon has an extensive range of relationships and associations throughout the region. Its clients include pension funds, corporations, financial institutions and family trusts.

INTECH is a Janus Capital Group Company, and has a record of mathematically driven equity investing that spans more than two decades. INTECH is headquartered in West Palm Beach,FL, with research facilities in Princeton, NJ.

Jarislowsky Fraser is one of Canada's largest independent investment managers, currently managing $63.5 billion in assets.

KBC Asset Management International Limited (KBCAM) is a subsidiary of the KBC Group, one of Europe’s largest financial services providers. KBCAM is known for its expertise in the international dividend universe. The firm’s conservative, lower risk and highly disciplined investment strategy has made it a strong manager in this space.

Founded in 1947, McLean Budden is one of Canada’s oldest investment counselling firms, managing money for pension funds, foundations and private investments. They provide a conservative approach to growth investment management by focusing on companies that have sound balance sheets, above-average earnings growth and strong management. The firm emphasizes a team approach, with its managers averaging 15 years’ experience in the investment business.

MWCM is a boutique investment firm that is majority owned by Wells Fargo & Company (NYSE: WFC). Founded in 1997, MWCM is based in Newport Beach, California, and provides investment services to retail and institutional clients. MWCM's large-cap intrinsic value investment approach focusing on high-quality companies seeks to minimize risk and optimize long-term returns. Their investment process has consistently demonstrated their ability to add value above their benchmark and deliver strong long-term returns with lower-than-market risk.

MFC Global, a subsidiary of Manulife Financial, is a diversified investment manager based in Toronto, with investment offices in the U.S., Canada, U.K., Japan, Australia, Hong Kong, and throughout Southeast Asia. The MFC Global team includes more than 200 investment professionals covering a full spectrum of asset classes with a range of style perspectives.

Morrison Williams Investment Management Ltd. ("MWIM") was founded in 1992 by Barry A. Morrison and K. Leslie Williams. Both partners worked together for 10 years at a major Canadian investment counseling firm where they had been active as portfolio managers, marketing specialists and in client liaison. After leaving in the fall of 1991, they decided to start a new business, as they believed there was a market opportunity for a new firm offering a specialized, disciplined and service oriented approach to the discretionary management of investment funds.

Based in Los Angeles, NWQ Investment Management Company, LLC is an affiliate of Nuveen Investments, Inc. Since its founding in 1982, NWQ has maintained an unwavering commitment to value investing. NWQ serves institutions and individual private clients through domestic and international equity and balanced portfolios that span the capitalization ranges.

Founded in 1805 in Geneva, Pictet & Cie, the parent of PAM, is the largest private bank and one of the premier asset managers in Europe. Since its inception, PAM has focused on international equity management. Both directly in Geneva and through its worldwide network of offices and subsidiaries in London, Luxembourg, Tokyo, Singapore, Zurich, Montreal, and Nassau, PAM manages for a wide variety of institutional and private clients.

Based in Sydney, Australia, RARE has one of the world’s most experienced global infrastructure investment management teams with more than 70 years combined global infrastructure expertise. RARE’s objective is to provide investors with regular and predictable income, comprised of dividends and capital growth from a portfolio of global infrastructure securities. RARE’s investment process includes the following quantitative and qualitative assessments to select a final concentrated portfolio of stocks from more than 40,000 global listed securities. RARE’s combined experience in this asset class adds value at every step of the process.

Walter Scott & Partners Limited is an Edinburgh, Scotland based global investment manager and has been managing global investment portfolios on behalf of private investors and institutions since 1983.

Wellington Management is an employee-owned private company. The firm is based in Boston and has nine affiliate offices in the United States and around the world.

Established in 2005, Wintergreen is an independent global money manager based in New Jersey. Wintergreen employs a research driven value style in managing global equities. The firm was founded by David J. Winters, who has over twenty years experience in investment advisory services, including management of registered investment companies. Wintergreen Advisers also serves as an advisor to private investment funds and as sub-advisor to other funds.