The portfolio manager seeks undervalued stocks in every sector and also considers their quality and liquidity to invest in those with the greatest potential. The objective is to generate strong and stable returns with minimal reliance on financial leverage while ensuring long-term capital growth.
The strategy is based on the belief that sustainable returns and low volatility can be achieved through a concentrated, yet diversified portfolio. The Fund invests in companies that are market leaders in an attractive industry with a dominant competitive position and a compelling valuation.
About the portfolio sub-advisors
- Based in Montreal, PineStone Asset Management Inc. is a global equity manager founded in 2021 following a separation from a large independent asset manager.
- The firm is 100% employee-owned and led by Nadim Rizk, a seasoned portfolio manager with over 25 years of experience.
- Fiera Capital Corporation is one of Canada's leading investment managers
- A total of 160 investment professionals with a dedicated team composed of 8 investment professionals, each specializing in one or two sectors
The information and the data supplied on the current page of this site, including those supplied by third parties, are considered accurate at the time of their publication and were obtained from sources which we considered reliable. We reserve the right to modify them without advance notice. This information and data are supplied as informative content only. No representation or guarantee, explicit or implicit, is made as for the exactness, the quality and the complete character of this information and these data. The opinions expressed are not to be construed as solicitation or offer to buy or sell shares mentioned herein and should not be considered as recommendations.
The NBI Global 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. Fiera Capital Corporation and StonePine Asset Management Inc. acts as portfolio sub-advisors 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.
® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc.
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.