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Research and Portfolio Strategy

The Research Team is responsible for delivering alpha through direct data-driven security selection and by partnering with the investment teams across Active Equites to enhance their traditional investment research with advanced analytical capabilities that leverage large, unstructured, and alternative data. The Portfolio Strategy Team oversees the portfolio design and construction for Active Equities to maximize alpha generation across geographies, sectors, and strategies.

Our Team

The Research and Portfolio Strategy team is comprised of professionals in Toronto.

Our Active Equity Holdings

We are invested globally in public and soon to be public companies, as well as securities focused on long-horizon structural changes.

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