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.

Investment process

The strategy invests in a portfolio of equity funds.

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The management style includes a quality bias, and the investment process is focused on fundamental analysis.

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The portfolio is composed primarily of equities of large, well-capitalized companies in developed countries, with superior, sustainable business models. Securities of companies in emerging countries offering good long-term growth potential complement the allocation.

Long-term capital appreciation

Fundamental analysis and quality bias

Large, well-capitalized companies

Portfolio managers

Philippe Tardif

Vice-President | Eterna Financial Group

Philippe Côté

Vice-President | Eterna Investment Management

Why invest in global equities

  • Quality portfolio focused on companies with sustainable business models and high cash flows
  • Global exposure without geographic constraints, covering developed and emerging markets
  • Rigorous fundamental approach focused on long-term value creation

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