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21 August 2024
Beutel Goodman Institutional Client Service Team Update
TORONTO – August 21, 2024 – Beutel, Goodman & Company Ltd. (“Beutel Goodman”) wishes to provide an update on succession planning and upcoming changes to the institutional client service team. Appointment of Kimberley Woolverton We are delighted to announce the appointment of Kimberley Woolverton, who will join the firm to lead our institutional client service team as Senior Vice Read More »
More2 August 2024
Beutel Goodman Announces Acquisition of Martin, Lucas & Seagram
TORONTO, August 2, 2024 – Beutel, Goodman & Company Ltd. (“Beutel Goodman”) is pleased to announce the acquisition of Martin, Lucas & Seagram (“MLS”), which closed on August 1. Founded in 1952, MLS is one of Canada’s oldest independently owned investment counselling firms with close to $1 billion in assets under management. MLS serves high-net-worth families as well as the Read More »
More21 June 2024
ESG Sovereign Analysis
By Beutel Goodman Fixed Income Team Sovereign bonds are one of the largest asset classes globally. Total sovereign debt, according to the Organisation for Economic Co-operation and Development (OECD), reached US$66 trillion at the end of 2023,[1] while bonds issued by sovereign governments, government agencies, local authorities and supranationals make up approximately 66% of the Bloomberg Global Aggregate Index. Read More »
More17 June 2024
Beutel Goodman Speaker Series: In Conversation with Restaurant Brands International
Part of the Beutel Goodman Speaker Series, this fireside chat featured Joshua Kobza, Chief Executive Officer at Restaurant Brands International, alongside Vim Thasan, Vice President, Canadian Equities at Beutel Goodman. An important holding in our Canadian equity strategy since 2020, Restaurant Brands International is the parent company of Tim Hortons, Burger King, Popeyes and Firehouse Subs. In this conversation, Joshua Read More »
More13 June 2024
A Tale of Two Countries: Economic Divergence in North America
By Beutel Goodman Fixed Income Team (as at June 6, 2024) In the best of times, in the worst of times, in ages of wisdom, in ages of foolishness, Canada and the United States have forged deep historical, cultural and economic ties. Sharing the world’s longest land border, the two countries have a strong trade relationship, and according to Read More »
More29 April 2024
An Efficient Frontier for Canadian Equities
By Beutel Goodman’s Canadian Equities Team Advances in technology have made the world a much smaller place. That is certainly true in the investment industry, where global security trading is almost instantaneous and someone in Canada can buy stocks on the Shanghai, London or Bombay stock exchanges just as easily as the Toronto Stock Exchange. The ease of international Read More »
MoreErik Jakowlew
Erik joined Beutel Goodman in 2019 and has over seven years of investment industry experience. As a Business development Associate, he is responsible for client service and business development for the SMA and mutual fund strategies in Southwestern Ontario and Toronto regions. Most recently, Erik worked on the Beutel Goodman Managed Assets SMA Implementation & Execution desk. Prior to joining Read More »
More31 March 2024
Disclaimer
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system Read More »
More27 March 2024
Beutel Goodman Partners with SEI to Launch the Beutel Goodman U.S. Large Cap Value Collective Investment Trust in the U.S.
TORONTO — March 27, 2024 — We are pleased to announce that Beutel, Goodman & Company Ltd. (“Beutel Goodman”) has partnered with SEI® to launch the Beutel Goodman U.S. Large Cap Value Collective Investment Trust (“CIT” or “Trust”). Beutel Goodman, an SEC-registered investment adviser with $47.3 billion in assets under management (AUM, as at December 31, 2023), is the investment Read More »
More15 March 2024
The Land of Stories: How Narratives Shape the Markets
By Beutel Goodman Fixed Income Team (as at February 29, 2024) “No one ever made a decision because of a number. They need a story.” Daniel Kahneman As asset managers, we are often consumed by numbers. Data and surprise economic events can change valuations in the market, but frequently, it is something much more intangible that drives investor sentiment. Changes in Read More »
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