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Institutional
Overview

Disciplined, Focused, Sustainable.

Managing institutional assets has formed the core of our business since our inception in 1967. We specialize in the management of goal-oriented mandates that invest in Canadian, U.S., international and global equities and fixed income securities.

Our investment teams follow a value investment philosophy, in combination with a disciplined investment process designed to generate sustainable risk-adjusted returns.

Our institutional relationships include defined benefit and defined contribution pension plans, corporations, foundations, unions, third party distributors and government entities.