Portfolio Managers - Axiom Portfolios
Alliance Capital acquired Sanford C. Bernstein in October 2000 to form AllianceBernstein. AllianceBernstein Canada Inc. (AB) is a subsidiary of AllianceBernstein L.P.
AB offers a comprehensive range of research, portfolio management, and wealth management services. Headquartered in New York, it has offices in 46 locations in 22 countries. With offices around the world, it can leverage global capabilities to meet the needs of its clients.
Headquartered in Kansas City, Missouri, American Century Investments® is a leading privately-held investment management firm, committed to delivering superior investment performance and building long-term client relationships since 1958.
Barrantagh Investment Management Inc. (Barrantagh), established 1995, provides disciplined portfolio management to individual and institutional investors. The firm is committed to a high level of client service provided directly by its experienced partners.
Barrantagh focuses on preserving clients' capital while generating asset growth through the disciplined application of their value-based investment process.
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.
Founded in 2001 Causeway Capital Management LLC (Causeway) is an investment firm, wholly-owned by employees, based in Los Angeles, California. Causeway began managing assets in June 2001 and currently manages approximately $58 billion (June 30, 2018) in global, international, emerging market and absolute return equities for large corporations, public, superannuation, sovereign wealth funds, Taft-Hartley, endowments, sub-advisory and socially responsible clients.
CIBC Asset Management (CIBC AM) 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.
Established in 1982, Connor, Clark & Lunn Investment Management Ltd. (CC&L), is one of Canada's leading money management firms dedicated to managing assets for pension fund sponsors, capital accumulation plans, corporations, not-for-profit organizations, mutual funds and individual investors. CC&L is wholly owned by its partners and the CC&L Financial Group.
With extensive expertise and experience in institutional investment and private money management Foyston, Gordon & Payne (FGP) was founded in 1980 by Donald Foyston, Peter Gordon and Malcolm Payne. The firm believes in the discipline and success of value style investing and manages portfolios for institutional and private clients.
While the firm is supported by an equity interest from Affiliated Managers Group's (AMG), FGP remains a completely autonomous business. Almost 40 percent of FGP is owned by its employees, firmly aligning its interests with those of its clients.
Guardian Capital LP was founded in 1962 and is a wholly-owned division of Guardian Capital Group Limited, a public company listed on the Toronto Stock Exchange. Guardian Capital LP is an investment management firm providing investment management services to both institutional and retail clients. Guardian offers balanced fund mandates, specialty Canadian equity, fixed income expertise and investment management for U.S, international and global mandates.
Harding Loevner, LP was established in 1989 by former global investment managers for the Rockefeller family with the goal of managing equity portfolios using a genuinely global research perspective.
It offers five equity strategies - Global Equity, International Equity, Emerging Markets Equity, Frontier Emerging Markets Equity, and International Small Companies.
The firm serves a global client base from its office in Bridgewater, New Jersey, USA.
Intech® is a specialized global asset management firm that harnesses stock price volatility as a source of excess return and risk control. Founded in 1987 in Princeton, NJ by pioneering mathematician Dr. E. Robert Fernholz, Intech serves institutional investors across five continents, delivering relative return, low volatility, managed volatility and absolute return investment solutions.
J.P. Morgan Asset Management (Canada) Inc. belongs to a group of companies operating under the name of J.P. Morgan Asset Management ("JPMAM"). JPMAM is the brand name of the global group of asset management companies belonging to JPMorgan Chase & Co. JPMorgan Chase & Co. is the ultimate parent company of JPMorgan Asset Management (Canada) Inc.
Morgan Stanley Investment Management Inc. (MSIM) provides global asset management products and services spanning the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets, to a wide range of investors and institutions.
Picton Mahoney Asset Management (Picton Mahoney) is a portfolio management boutique firm based in Toronto, and is 100% employee owned. The firm was founded in 2004 by David Picton and Michael Mahoney, both early pioneers in the quantitative space in Canada. The firm has grown to manage a diversified asset base that includes retail, hedge fund, sub-advisory and institutional accounts. They are also diversifying the business by product as well, having Canadian equity, global equity, hedge funds, fixed income and sector funds.
Pzena Investment Management is a fund manager that employs a classic value investment approach. The firm began managing assets on January 1, 1996 and manages assets for leading endowments, foundations, pension plans and individual investors. The firm is headquartered in New York City, with a representative office for Business Development and Client Services located in Melbourne, Australia.
Rothschild & Co Asset Management US Inc. is a subsidiary of Rothschild & Co, a publicly traded French partnership over which the Rothschild family has voting control. Rothschild & Co is a global and family-controlled group, providing M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.
Sophus Capital, a Victory Capital investment franchise, believes that emerging market equities reward growth and that an integrated, risk-managed approach can provide clients with a consistent return experience. The team is a diverse group of seasoned professionals, with a proven process that combines the best of analytical tools with fundamental research. Sophus Capital is located in Des Moines, Iowa, with research offices in London, Hong Kong and Singapore.
Sustainable Growth Advisers, LP, a firm wholly owned by its Principals and staff, provides investment advice to institutional and individual clients, private investment companies and mutual funds. The firm's three founding Principals, George Fraise, Gordon Marchand and Robert Rohn, jointly manage all client portfolios and are supported by an experienced staff of investment analysts and operations personnel.
Triasima Portfolio Management Inc. is a Canadian investment management firm with a diversified clientele of more than 200 institutional and high net worth clients. The firm is known for its proprietary Three-Pillar Approach, which combines fundamental analysis, quantitative analysis and trend analysis in a rigorous, yet innovative, investment process.
WCM Investment Management (WCM) is an independent, employee-owned asset management firm located in Laguna Beach.
WCM has worked hard to build and maintain an organization that nurtures excellence and innovation. To this end, WCM has kept head-count low, controlled asset growth, aligned employee incentives with clients' long-term goals, and vigorously protected its employee-owned status.
Wellington Management Group is an employee-owned private firm. Wellington's professionals operate within teams. Each focuses on specific investment approaches and conducts research within their own area of expertise, which is shared across teams. The firm covers global equity and fixed income, markets and includes multi-strategy, specialty and alternative investment approaches, each with a well-articulated investment philosophy and process. The firm's most distinctive strength is its proprietary, independent research.
Headquartered in Boston, Massachusetts, it has a global presence with offices located across North America, Europe, Asia and Australia.