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.

Investment process

The strategy invests in a diversified portfolio of U.S. equities selected through rigorous fundamental analysis. The portfolio focuses on sector leaders with strong business models and positive cash flows. Cash is used to preserve capital when market conditions are unfavourable and, from time to time, for strategic purposes.

Long-term capital appreciation

Rigorous fundamental analysis

Concentrated portfolio of sector leaders

Portfolio managers

Jean Duguay

Senior Vice-President and Co-Chief Investment Officer | Eterna Investment Management

Why invest in U.S. equities

Exposure to a concentrated portfolio of high-quality U.S. companies
Experienced managers whose fundamental approach has a proven track record across different market cycles
Returns superior to those of main U.S. indices over most periods

See the factsheet

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