Fiera Capital Global Equity Focused Fund

Investment Approach

The Fund seeks to achieve capital appreciation. It is invested in a concentrated portfolio of the Global Equity Team’s highest conviction ideas from across global, developed, and select emerging markets. We seek to generate returns with lower than market volatility, achieved by investing in companies we believe hold unique competitive advantages, operate with high barriers to entry and are able to consistently generate attractive returns on invested capital (ROIC) with little dependence on financial leverage.

Core Principles

  • Long-term investment approach emphasizing high quality companies with strong management teams, sound corporate governance, and a history of stable profit margins
  • Broad universe of potential investment opportunities
  • Disciplined process from which our experienced team does not generally deviate
  • Rigorous research to develop deep knowledge of portfolio companies
  • Extremely high conviction, focused portfolio with diversified sources of potential alpha*

Documentation

Senior Investment Team

Nadim Rizk, CFANadim Rizk, CFA

Senior Vice President and Lead Portfolio Manager, Global Equity

Nadim Rizk is a member of the Global Equity team and is the lead manager of the U.S., International and Global Equity strategies at Fiera Capital Corporation. In connection with the provision of investment advisory services to U.S. clients of Fiera Capital, Nadim acts under a participating affiliate arrangement between Fiera Capital Inc. and Fiera Capital Corporation. See Important Disclosures for information regarding this participating affiliate arrangement.

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Nadim has over 19 years of industry experience and joined Fiera Capital Corporation in 2009. Prior experiences include positions as Head of Global Equities, Lead manager for U.S. and Global equity portfolios, as well as Senior Global Research Analyst positions at some of Canada’s leading investment management firms.

Nadim graduated from the American University of Beirut with a Bachelor of Business Administration (BBA), majoring in Finance. He later obtained a Master of Business Administration (MBA) from McGill University and also obtained the Chartered Financial Analyst (CFA) designation.

In connection with the provision of investment advisory services to U.S. clients of Fiera Capital Inc., Nadim acts under a participating affiliate arrangement between Fiera Capital Corporation and Fiera Capital Inc. See Important Disclosures for information regarding this participating affiliate arrangement.

Andrew Chan, MScAndrew Chan, MSc

Vice President and Portfolio Manager, Global Equity

Andrew Chan is a member of the Global Equity team and is portfolio manager for the U.S., International and Global Equity strategies at Fiera Capital Corporation. In connection with the provision of investment advisory services to U.S. clients of Fiera Capital, Andrew acts under a participating affiliate arrangement between Fiera Capital Inc. and Fiera Capital Corporation. See Important Disclosures for information regarding this participating affiliate arrangement.

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Andrew has over 13 years of industry experience and joined Fiera Capital Corporation in 2009. Prior experiences include senior analyst positions for U.S. and global equities at leading investment management firms.

Andrew graduated from McGill University with a Bachelor of Commerce (BComm), majoring in Finance. He later obtained a Master of Science (M.Sc.) in Finance from HEC Montréal.

In connection with the provision of investment advisory services to U.S. clients of Fiera Capital Inc., Andrew acts under a participating affiliate arrangement between Fiera Capital Corporation and Fiera Capital Inc. See Important Disclosures for information regarding this participating affiliate arrangement.

 

*Alpha is a measure of the active return on an investment.

There is no guarantee that the product will achieve any of these benefits.

Check the background of Foreside Fund Services, LLC on FINRA’s BrokerCheck.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information may be found in the Fund’s prospectus, which may be obtained by calling 855-771-7119, or by clicking the linked files above. Please read the prospectus carefully before investing.

The Fiera Capital Global Equity Focused Fund is distributed by Foreside Fund Services, LLC, which is not affiliated with the adviser or any of its affiliates.

The Fund’s investments are subject to a variety of risks which may cause the Fund’s NAV to fluctuate over time. Therefore, the value of your investment in the Fund could decline and you could lose money. The actual risk exposure taken by the Fund in its investment program will vary over time. There is no assurance that the Adviser will achieve the Fund’s objective. The Fund is actively managed and its performance therefore will reflect, in part, the ability of the portfolio managers to make investment decisions that will achieve the Fund’s investment objective. Due to its active management, the Fund could underperform its benchmark index and/or other funds with similar investment objectives and/or strategies. For additional risks related to the Fund and the Fund’s investments, please see the most recent prospectus.

Investments in or exposure to foreign securities involve certain risks not associated with investments in or exposure to securities of U.S. companies. Foreign securities subject the Fund to the risks associated with investing in the particular country of an issuer, including the political, regulatory, economic, social, diplomatic and other conditions or events occurring in the country or region, as well as risks associated with less developed custody and settlement practices. Foreign securities may be more volatile and less liquid than securities of U.S. companies, and are subject to the risks associated with potential imposition of economic and other sanctions against a particular foreign country, its nationals or industries or businesses within the country.

Because the Fund may invest in a limited number of companies, the Fund as a whole is subject to greater risk of loss if any of those securities decline in price.

The Fund is non-diversified, which generally means that it will invest a greater percentage of its total assets in the securities of fewer issuers than a “diversified” fund. This increases the risk that a change in the value of any one investment held by the Fund could affect the overall value of the Fund more than it would affect that of a diversified fund holding a greater number of investments. Accordingly, the Fund’s value will likely be more volatile than the value of a more diversified fund.