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US Equities

Offering diversified portfolios consisting of high-quality companies
Home Investment Solutions Equities US Equities
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  • US Equities
  • Why?
  • Our Philosophy
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  • Why?

    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.
  • Our Philosophy

    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 Process

    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. 
       
  • I am very driven and I love that everyday I am challenged to find the best investment opportunities on a global scale.
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    Annie Laliberté
    Vice-President, Global Equities
  • To build our clients' wealth, we strive to find compounders - global leaders with sustainable growth.
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    Ian Scullion
    Senior Portfolio Manager, Global Equities
  • Think ahead but live in the moment. It's about looking into the future while staying grounded.
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    Michel Rouette
    Senior Portfolio Manager, Global Equities
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  • Well-tailored solutionsWell-tailored solutions

    Well-tailored solutions

    We build highly personalized multi-asset investment solutions that meet the return requirements and long-term objectives of institutions and high-net-worth individuals.
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  • Sustainable InvestingSustainable Investing

    Sustainable Investing

    At Addenda Capital, sustainable investing is not an afterthought; it’s part of our DNA. It makes us better investors and enables a better future.
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  • Insight & NewsInsight & News

    Insight & News

    Stay abreast of our economic views, research insights and investment thoughts.
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  • Sustainable Investing
    • Promoting Sustainable Markets
    • ESG Integration
    • Stewardship
    • What is Sustainable Investing?
    • Sustainable and Impact Solutions
    • Sustainable Investing Team
    • Sustainable Investing Committee
  • Insights & News
 

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