Equity – Growth

Investment Approach

This approach seeks both stable and emerging growth companies within industries and sectors poised to benefit from global secular growth trends.

 

 

Core Principles

  • Long-term growth focused investment approach
  • Seek to identify secular trends
  • Extensive research on Stable and Emerging growth potential
  • Combine bottom-up research with top-down trends
  • Seek to identify underestimated growth areas

Innovation_1st blue_1c90ebThe latest insights from the team

Senior Investment Team

Nitin N. KumbhaniNitin N. Kumbhani

Vice Chairman, Chief of Growth Equity Strategies

Nitin founded Apex in 1987 and has over 30 years of investment management experience.

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Amit DugarAmit Dugar

Senior Vice President, Portfolio Manager and Quantitative Strategist

Amit joined Fiera Capital in 2017 and brings 26 years of diverse investment management experience to the firm.

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Michael KalbfleischMichael Kalbfleisch

Senior Vice President, Portfolio Manager

Mike brings 31 years of investment management experience to the equity team. He joined the Apex investment team in 2000.

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Bhavik KothariBhavik Kothari

Senior Vice President, Portfolio Manager

Bhavik joined Fiera Capital in 2017 and has over 16 years of investment management experience.

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David CookDavid Cook

Vice President and Portfolio Manager

David joined the firm in 2018 and brings over 25 years of industry experience.

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Sunil M. ReddySunil M. Reddy

Senior Vice President, Portfolio Manager

Sunil brings more than 25 years of diverse investment management experience to the firm. His background includes stints in portfolio management, equity analysis and in corporate debt underwriting, trading and syndication roles.

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Audrey LeAudrey Le

Assistant Vice President and Senior Equity Analyst

Audrey joined the firm in 2018 and brings 4 years of industry experience.

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