Portfolio Management Providers

MFS logo

MFS Investment Management serves investors in more than 30 countries through offices in nine major financial centres – Boston, Hong Kong, London, Mexico City, São Paulo, Singapore, Sydney, Tokyo and Toronto. MFS employs a disciplined, consistent approach across their global investment platform guided by three core principles: integrated research, global collaboration and active risk management. They analyze investment opportunities across the world by integrating fundamental, quantitative, and credit perspectives. Their team and reward structure ensure collaboration across the organization. Actively managing risk is the responsibility of every member of the investment team and drives their decisions.

In addition, MFS is committed to integrating ESG (Environmental, Social, & Governance) factors into their investment process. They focus on identifying sustainably managed companies and issuers that create long-term value for both shareholders and stakeholders.

Guardian Capital logo

Guardian Capital LP was founded in 1962 and has demonstrated a superior track record in both up and down market environments. Guardian is a conservative manager with over $25 billion in assets.

The firm has a deep and very stable team of investment managers and research analysts that help reduce the volatility of the Canadian equity markets.

Manulife logo

Manulife Investment Management
is the global wealth and asset management segment of Manulife Financial Corporation, a global financial institution since 1887. Manulife’s leading capabilities in public and private markets are strengthened by an investment footprint that spans 18 geographies, including 10 markets and 120 years of on-the-ground experience in Asia with a network of unaffiliated asset managers from around the world. They have a specialized approach that led to a culture of investment excellence and highly differentiated strategies across asset classes, managing a total of $859 billion. They are committed to investing responsibly, developing innovative global frameworks for sustainable investing, collaboratively engaging with companies in their public market portfolios, and maintaining a high stewardship standard.

Mawer logo

Mawer Investment Management Ltd.
Founded in 1974, is an independent investment firm with single investment philosophy, managing over $59 billion in assets for a broad range of individual and institutional investors across all major investment strategies. The firm operates from three different locations in Calgary, Toronto, and Singapore. For over 45 years, they have provided investment management for clients using what they call a “boring” investment approach. Their approach has helped clients safely and profitably navigate the investing landscape over many economic cycles. Their mission is to be clients’ most trusted investment manager by delivering long-term investment excellence by using the bottom-up approach with continuous succession planning and committing to do the right thing—always.