Investment Discipline
Beutel, Goodman & Company Ltd. (BG) applies a fundamental bottom-up value selection process to equity investing. They believe in buying equity securities at a discount to their assessed business value which has a propensity to provide a margin of safety in weak financial markets. The focus is on building wealth over the long term by preserving capital and mitigating absolute risks using a process which emphasizes company cash flows as a foundation for analysis. The firm’s fixed income style is active, seeking to add value to the Index through the management of duration, yield curve and credit risk. Scenario analysis is used to construct low-risk portfolios.
The Firm
The firm is a Canadian company founded in 1967. Based in Toronto, the company specializes in the management of Canadian, U.S., and international equities in addition to balanced and fixed income mandates for institutional and individual investors.
Management Committee members who represent the main business divisions of the firm (Equities, Fixed Income, Client Service/Marketing, Operations/Compliance and Private Client) are responsible for decision-making with respect to Beutel Goodman and its clients. The firm is dedicated to creating long-term wealth for its clients and helping them achieve their investment objectives. Its diversified client base includes pensions, endowments, foundations, insurance companies, unions, corporations, governments, third party distributors and individual investors.
Investment Strategies
- American and North American Equity
- International Equity
- Canadian Equity
- Balanced
- Canadian Fixed Income
Investment Vehicles
- Separate Accounts
- Pooled Funds
- Canadian Mutual Funds
Assets Under Management
| ■ Equity | 54% |
| ■ Fixed Income | 23% |
| ■ Balanced | 23% |
Percentages may not sum to 100% due to rounding; approximate breakdown subject to change.