True Value Global Pioneers
Founded by the Charles Brandes in 1974, Brandes is synonymous with experienced Graham & Dodd investing on a global scale.
Preeminent Asset Management Firm
Founded in 1848, Lazard’s global footprint includes over 300 investment professionals in key locales the world over.
Selective, Active Stock Pickers
Founded by Kim Shannon, Sionna are Canadian market experts, famously focussed on downside protection.
3 Managers through 1 Representative, providing priority, bundled service, with the backing of the experienced, responsive Bridgehouse Team…
Brandes Global Equity (ADR)
Seeks long-term capital appreciation by investing in undervalued stocks of both U.S. and non-U.S. issuers whose market cap generally exceeds $5B (USD) at time of purchase.
Brandes U.S. Value Equity
Seeks long-term capital appreciation by investing in undervalued stocks of U.S. issuers whose market cap generally exceeds $1B (USD) at time of purchase.
Brandes Emerging Markets Value Equity (ADR)
Seeks long-term capital appreciation by investing in undervalued stocks of emerging market companies whose market cap generally exceeds $1B (USD) at time of purchase.
Brandes International Equity (ADR)
Seeks long-term capital appreciation by investing in undervalued stocks of non-U.S. issuers whose market cap generally exceeds $5B (USD) at time of purchase.
Lazard Global Equity Select ADR
Seeks to generate strong relative returns over a long-term time horizon by investing in companies across the market cap spectrum with strong and/or improving financial productivity at attractive valuations. Typically invests in 60-80 US-listed companies from both developed & EM countries.
Lazard International Equity Select ADR
Seeks to generate strong relative returns over a full market cycle by investing in companies with strong and/or improving financial productivity at attractive valuations. Typically invests in 40-60 US-listed securities of non-US developed-market companies with a market capitalization generally of $5 billion or greater. The benchmark is the MSCI EAFE Index.
Lazard International Equity Select with Emerging Markets ADR
Seeks to generate strong relative returns over a full market cycle by investing in companies with strong and/or improving financial productivity at attractive valuations. Typically invests in 40-70 securities of non-US companies, including those from emerging markets, with a market capitalization generally of $5 billion or greater. The benchmark is the MSCI ACWI ex-US Index.
Lazard International Equity Select with Emerging Markets (EAFE) ADR
Seeks to generate strong relative returns over a full market cycle by investing in companies with strong and/or improving financial productivity at attractive valuations. The strategy typically invests in 40–70 securities of non-US companies, including those from emerging markets, with a market capitalization generally of $5 billion or greater. The benchmark is the MSCI EAFE Index.
Lazard Emerging Markets Equity Select ADR
Seeks to generate strong relative returns over a long-term time horizon by investing in companies with strong financial productivity at attractive valuations. The strategy typically invests in 35–45 securities of companies domiciled in countries included in the MSCI Emerging Markets Index with over $3 billion in market cap.
Lazard Global Compounders
Seeks to generate strong relative returns over a full market cycle by investing solely in what Lazard calls “Compounders”, the world’s leading companies that can generate, and sustain, the highest levels of financial productivity (i.e., return on equity, return on capital, and cashflow return on investment). In this strategy, Lazard focuses mainly on identifying high quality companies able to reinvest a significant portion of their cash flows back into their business at similarly attractive rates of return. The strategy invests in global securities, including those from emerging markets.
Lazard International Compounders
Seeks to generate strong relative returns over a full market cycle by investing solely in what Lazard calls “Compounders”, the world’s leading companies that can generate, and sustain, the highest levels of financial productivity (i.e., return on equity, return on capital, and cashflow return on investment). In this strategy, Lazard focuses mainly on identifying Compounders able to reinvest a significant portion of their cash flows back into their business at similarly attractive rates of return. The strategy invests in non-US securities, including those from emerging markets.
Lazard US Equity Select
Seeks to outperform the S&P 500 Index with less volatility (standard deviation) over a full market cycle by investing in companies that compound earnings and capital and by taking advantage of valuation anomalies. Typically invests in 35–55 companies with market capitalizations generally over $5 billion.
Lazard Global Sustainable Equity ADR
Seeks to invest in companies that avoid negative externalities that damage the world’s human and natural capital, and whose financial productivity may improve as a result of the move to a greener, healthier, safer, and fairer world. The strategy utilizes two types of potential alpha sources, which Lazard seeks to buy at attractive valuations. The first type, “Compounders”, are companies that Lazard believes can can generate, and sustain, the highest levels of financial productivity (i.e., return on equity, return on capital, and cashflow return on investment). The second type are “Improvers”, which are companies that Lazard believes can improve their financial productivity. The strategy invests in global securities, including those from emerging markets.
Sionna Canadian Large Cap
Seeks to provide exposure to larger cap companies in the Canadian market that meet Sionna’s valuation and fundamental quality characteristics. The portfolio concentrates its ownership between 30-45 holdings.
Sionna Canadian All Cap
Seeks to provide exposure to Canadian companies across the capitalization range that meet Sionna’s valuation and fundamental quality characteristics. The portfolio concentrates its ownership to 30-40 holdings.
Sionna Focused Canadian Dividend
Seeks to provide exposure to equities that Sionna believes have strong and sustainable yields, and that meet Sionna’s valuation and fundamental quality characteristics. The portfolio concentrates its ownership between 15-30 holdings.
Sionna High Conviction
Seeks to provide exposure to Canadian and Global companies across the capitalization range that meet Sionna’s valuation and fundamental quality characteristics without reference to sector weights. A concentrated portfolio of 15-30 holdings.
Sionna Canadian Balanced
Seeks to generate long-term total returns and offer downside protection through a combination of capital growth and interest income. The strategy provides exposure to Sionna’s large cap equity mandate and a concentrated portfolio of Canadian fixed-income securities issued by federal, provincial and municipal governments.
National Accounts
Leah Brock
EVP & COO
416.306.5706
Matt Brundage CFA
SVP, Product Management & Strategic Development
416.306.5748
Matt Coleman CFA
VP, National Accounts
416.306.5710
British Columbia, Manitoba, Yukon
Stephen Pollock MBA, AIFP
Regional Director
604.362.8222
Alberta & Saskatchewan
Nick Payn CIM
Regional Director
403.404.8233
Golden Horseshoe & Southwest Ontario
Kevin Jeffries CFA, CFP
Regional Director
647.267.1035
Ben Doering
Regional Associate
416.306.5677
Eastern Ontario & Quebec
Daryl Verhoeven
Regional Director
855.443.7559
Kevin Lieu
Regional Associate
855.567.6363
Greater Toronto
Iain MacAlpine
Regional Director
416.568.0363
Chris De’Ath
Regional Director
416.306.5672
Ben Doering
Regional Associate
416.306.5677
Northern Ontario
Michael Swyers CFA
Regional Director
416.275.2773
Quebec
Christian Sasseville
Regional Director
418.717.1047
Alice Luangraj
Senior Regional Associate
855.430.6631
Institutional Brandes Investment Partners & Co.
Tim Newburn CIM, MBA, FCSI
Director, Institutional Group (Canada)
403.217.1331
Sales Management
Scott Fraser
VP, Sales
866.791.8367 x 5731
Samantha Hill
AVP, Sales & Marketing
866.791.8367 x 5723
All-Region Support
Greg La Rosa
VP, Client Service & Operations
866.791.8367 x 5718
Ian King
Sales & Service Associate
866.791.8367 x 5730
Alexa Mar
Team Lead, Operations & Institutional Service
866.791.8367 x 5693
Samuel Fraser
Client Service & Operations Associate
866.791.8367 x 5673
