Our Investment Strategies

Explore our comprehensive range of traditional and alternative solutions, adapted to today’s complex market environment.

Equities

Canadian Equities
The objective of this strategy is to generate long-term capital appreciation through a portfolio primarily composed of equities listed in Canada.
Canadian Small-Cap Equities
This strategy aims to generate long-term capital appreciation through a portfolio composed primarily of equities of small and mid-sized companies listed in Canada or the United States.
Dividends and Income
This strategy aims to generate a high current yield in the form of dividends and interest income. It invests in a diversified portfolio of quality bonds and equities of large North American companies with growing dividends.
Québec Equities
This strategy aims to generate long-term capital appreciation through a portfolio composed primarily of publicly traded Québec companies. It seeks to outperform the indices over full economic cycles.
U.S. Equities
This strategy aims to generate long-term capital appreciation through a concentrated portfolio of quality stocks listed on U.S. markets, targeting companies with sustainable business models and established competitive advantages.
International Equities
This strategy aims to generate long-term capital appreciation through a diversified portfolio of quality companies established in international markets (excluding North America), primarily in Europe and Japan.
Global Equities
This strategy aims to generate long-term capital appreciation by investing in a diversified portfolio of quality companies selected globally, without geographic constraints, in order to capture the best opportunities across all developed and emerging markets.
U.S. Dividend
This strategy aims to generate stable and growing income combined with long-term capital appreciation, favouring companies with a proven ability to pay dividends and grow them over time.

Alternative investments

Real Estate
This strategy aims to provide an appreciable long-term risk-adjusted return through a diversified portfolio indirectly composed of real estate assets that generate stable income, predictable cash flows, and capital appreciation.
Infrastructure
This strategy aims to generate a high long-term risk-adjusted return through diversified investments in infrastructure with strong ESG practices.
Multi-Strategy
This strategy aims to provide a gross income of 10% over four-year periods as well as an attractive long-term risk-adjusted return.
Private Debt
This strategy aims to provide a high and stable current yield through a portfolio of variable-rate private loans in the Québec real estate sector.

Fixed Income

Canadian Bonds
This strategy aims to provide high current income and generate long-term capital appreciation by investing primarily in quality Canadian fixed-income securities.
Short-Term Bonds
This strategy aims to preserve capital and provide high current income, while limiting exposure to interest rate fluctuations through a portfolio of short-term Canadian bonds.
Diversified Fixed Income
This strategy aims to generate high and stable current income across market cycles through a diversified portfolio of fixed-income securities.