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.

Investment process

The strategy invests in a well-diversified portfolio of publicly traded Québec equities, selected through a process focused on rigorous bottom-up fundamental analysis with an investment horizon of three to five years.

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The companies that make up the investment universe either have their head office in Québec, with a majority of employees or assets located in Québec. This universe includes more than 105 companies representing a market capitalization of more than $600 billion.

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The process aims to build a diversified portfolio of Québec companies, both geographically and by sector.

Long-term capital appreciation

Proven bottom-up fundamental analysis

Diversified portfolio of Québec flagship companies

Portfolio managers

Philippe Côté

Vice-President | Eterna Investment Management

Why invest in Québec equities

Diversified exposure to flagship Québec companies with international scope
Portfolio managers specialized in Québec equities since 2008, with unique knowledge of the investment universe
Geographic proximity and cultural compatibility leveraged in investment decisions
Diversified portfolio providing exposure to local companies, complementary to traditional Canadian equity portfolios
Historical performance superior to the S&P/TSX index over multiple periods
Companies with positive ESG characteristics

See the factsheet

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