The latest news on investment offers, financial products and other services relevant to wealth advisors and their clients.
Fiera Capital
Fiera Capital, a global asset manager with over $122.1 billion in assets under management, has launched an “all seasons” Small-to-Mid (SMID) Cap Growth strategy for European institutional and wholesale investors.
The company said in a statement that the expanded offering reflects growing demand across European markets for exposure to high-growth US stocks and investment opportunities beyond the S&P 500.
The $6.1 billion strategy has a 23-year track record of outperforming the Russell 2500 Growth Index. The launch of the strategy in Europe underscores the firm’s commitment to providing investment opportunities that meet its criteria for long-term, stable and financially sustainable alpha generation.
The cornerstone of Fiera Capital’s SMID Cap Growth strategy is to deliver capital appreciation across multiple market cycles and provide stability to clients during market downturns. The portfolio typically contains 60-90 stocks, comprised of companies valued at $150 million to $10 billion at the time of purchase.
“US small and mid-cap stocks represent a great opportunity for investors seeking exposure to dynamic US companies beyond the oversubscribed and over-analysed large-cap market,” said Sunil Reddy, lead portfolio manager.
Founded in 1987, the seven-strong team uses in-depth analysis to identify companies that offer innovative solutions to major technological, economic, demographic, regulatory and societal changes. Worldly themes such as cloud computing, e-commerce, AI and advances in therapeutics serve as tailwinds for these companies to generate continued growth.
“US equities have been a growth driver in recent years. However, the small and mid-cap segment remains relatively under-owned and under-researched. Introducing this strategy to Europe underlines our commitment to providing clients with strategies that can significantly improve their portfolio performance,” added Klaus Schuster, CEO EMEA.
