James A. Goar

The investment objective of OAM is to provide investors with long-term capital growth. The firm invests primarily in common shares, or other types of securities convertible into common shares, of emerging Canadian and U.S. companies with above average expected growth. They may also invest in more established companies and in investment pools. The firm employs a number of investment strategies to achieve the foregoing investment objective, such as investing in industries that have strong long-term expected growth rates, investing in companies that have strong balance sheets or strong business plans for improving their balance sheet and investing in companies with low valuations relative to revenue and book value.

Brandywine Global Canada pursues long-term value across a range of differentiated fixed income, equity, and alternative solutions. The firm employs a value-style investment strategy that seeks to provide excellent risk-adjusted returns over full investment cycles.

Underwrites life and health insurance, reinsurance, and pension schemes

Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures.