The portfolio manager strives to identify companies whose capital productivity ratio and free cash flow performance have the potential to generate attractive risk-adjusted returns. Financial statements (last 10 years minimum), products and management of the company as well as industry structure, trends, barriers to entry and certain economic factors are among the criteria analyzed.
About the portfolio manager’s firm
- Founded in Toronto over 120 years ago.
- Assets under management totalling 740 billion dollars.
- UN Principles for Responsible Investment signatory since December 2015 and member of the Canadian Coalition for Good Governance.
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The NBI Canadian All Cap Equity Fund (the “Fund”) is offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. National Bank Trust Inc. acts as portfolio manager for the Fund and Manulife Investment Management Limited acts as portfolio sub-advisor for the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the Fund before investing.
The Fund’s securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Fund is not guaranteed, its value change frequently and past performance may not be repeated.
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National Bank Investments is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada’s Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.