US Equities

Top Reasons for Choosing Addenda Capital to Manage your US Equities

• We build portfolios composed of high-quality stocks with reliable growth.
• We optimally combine secular themes generated by our top-down analysis with in-house macro research capabilities to better position portfolios.
• Our process results in diversified portfolios comprising high-quality companies offering growth rates, profit margins and quality ratings that can outperform the broader market, while trading at similar valuations.
• We take into account sustainability considerations inherent to investment decisions, which helps us understand the risks and opportunities linked to ESG issues, especially in relation to earnings growth.

We believe that:

• Sustainable and repeatable earnings growth creates value for investors over time.
• Creating portfolios using the combination of a fundamental bottom-up stock selection with broader macroeconomic trends and investable themes can deliver a consistent stream of superior results over full investment cycles.

Our US Equity investment approach involves three steps and offers capital growth opportunities while controlling downside risk relative to the benchmark:

• Rigorous fundamental analysis: Stocks are selected for predictable and consistent earnings performance, sustainable competitive advantages, financial strength and stability.
• Extensive industry and macroeconomic analysis: Identify and exploit the basic engines of economic change, including secular themes, shifts in the macro environment and potential risk factors. 
• Portfolio construction: Integrates fundamental, bottom-up analysis with external environmental factors to balance risk and reward considerations.