Insights   |   July 24, 2025

Fiera Atlas Global Companies Strategy – Q2 2025 Investment Update

Neil Mitchell, Portfolio Manager & Sachin Sharma, Client Portfolio Manager, of the Fiera Atlas Global Companies Strategy share insights from the last quarter.

Neil Mitchell
Portfolio Manager, Fiera Atlas Global Companies Team
Sachin Sharma
Client Portfolio Manager

In the video, they explore:

  • How recent market volatility, changing US trade policies and Middle East tensions have influenced the Fiera Atlas Global Companies strategy performance
  • How our disciplined, fundamentals-driven investment approach prioritises competitive advantage and structural growth amid uncertainty
  • Key portfolio updates including sales and new additions, plus a positive outlook for sustained earnings momentum and strategic positioning into the second half of 2025

Disclosures

Neil Mitchell, Portfolio Manager & Sachin Sharma, Client Portfolio Manager, of the Fiera Atlas Global Companies Strategy share insights from the last quarter.