Fiera Atlas Global Companies Strategy

Investment Approach

The strategy invests in 25 to 35 companies with strong wealth creation credentials, backed by sustainable and diversified cash flows that will compound over the long-term. The highly experienced team uses a fundamental, bottom-up research driven investment process. The strategy seeks to deliver superior long-term capital growth, with lower risk of capital loss than the broad global equity markets, over a full market cycle.

Core Principles

  • Highly experienced and stable team of global equity investors with a presence across Europe, Asia and Australia
  • Portfolio of exceptional companies seeking to deliver superior returns and capital preservation over the long-term
  • Focus on wealth creating companies with superior long-term cash flow compounding prospects
  • Wealth Creation Framework part of a methodically applied, philosophically aligned and well-designed fundamental research process
  • Deep due diligence on each portfolio company and industry ensures an in-depth understanding of each holding

Senior Investment Team

Simon SteeleSimon Steele

Portfolio Manager and Head of Fiera Atlas Global Companies Team

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Andy GardnerAndy Gardner

Portfolio Manager, Fiera Atlas Global Companies Team

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Neil MitchellNeil Mitchell

Portfolio Manager, Fiera Atlas Global Companies Team

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David NaughtinDavid Naughtin

Portfolio Manager, Fiera Atlas Global Companies Team

Read biography David Naughtin