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Foyston, Gordon & Payne Inc.

Investment Discipline

Foyston, Gordon & Payne Inc. (“FGP”) is a value-style investment management firm whose philosophy is based on its view that earnings always matter.  FGP believes that high quality, sustainable earnings should contribute to producing excellent longer-term value-added results.  The firm’s portfolio managers and analysts use a strict discipline to ensure they do not overpay for earnings.  Valuation is the key focus and is the primary determinant of the excellent long term results provided to FGP’s clients.

FGP’s research analysts form the core of the firm’s research and analysis. The analysts’ focus is to generate new investment ideas by putting stocks and bonds through screens for value characteristics, quality attributes, and recent price changes. They also keep a close eye on securities already in the portfolio.

The portfolio managers make the final decisions on new additions to the portfolios they manage. They look for input and constructive criticism from their analysts and the Investment Committee, and weigh that input before making a final decision. Within the portfolio, the portfolio managers use a model weighting system that takes into consideration input from the analysts in addition to their own judgment of each security’s best overall value in the portfolio.

The Firm

Three partners launched FGP in 1980 to provide portfolio management services to organizations and high net worth individuals. More than three decades later, the firm continues to invest in what its investment professionals believe are high quality companies with attractive valuations – just like the original partners did.

FGP is led by its Executive Committee consisting of Bryan Pilsworth, President & Portfolio Manager - Canadian Equities; Mark Thompson, Chief Operating Officer; and John Berry, Senior Vice President & Portfolio Manager - Canadian Equities.

Contact Information

1 Adelaide Street East, Suite 2600
Toronto, ON, Canada M5C 2V9
+1 (416) 362-4725