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Posts by category
- Category: News
- Bridgehouse Asset Managers Lowers Management Fees on Lazard Defensive Global Dividend Fund
- Bridgehouse Asset Managers Receives Securityholder Approval for Changes to Its Investment Fund Lineup
- Bridgehouse Asset Managers Announces Changes to Its Investment Fund Lineup
- Bridgehouse Asset Managers Announces Updated Distribution Policy for Series F5 Securities of GQG Partners Global Quality Equity Fund and T. Rowe Price Global Allocation Fund
- Bridgehouse Asset Managers Lowers Management Fees on Brandes Emerging Markets Value Fund and Brandes International Equity Fund
- Bridgehouse Asset Managers Lowers Management Fees on Brandes Corporate Focus Bond Fund
- Ninety One Emerging Markets Equity Pooled Fund Launches in Canada Through Bridgehouse Asset Managers
- Research Finds Connection Between Financial Planning and Mental Health
- Now Available in Canada: GQG Partners Emerging Markets Quality Equity Fund on the Bridgehouse Asset Managers Independent Platform
- T. Rowe Price U.S. Blue Chip Growth Fund Now Available to Investors in Canada on the Bridgehouse Asset Managers Independent Platform
- Which Financial Planning Activities Give the Biggest Boost to Mental Health?
- Beyond Diet & Exercise: New Research Confirms Financial Planning Contributes to Positive Mental Health
- Beyond Diet & Exercise: New Research Confirms Financial Planning Contributes to Positive Mental Health
- Bridgehouse Expands Range of Funds Available to Canadian Investors
- Nuveen Global Green Bond Strategy Now Available in Canada on the Bridgehouse Independent Platform
- T. Rowe Price Joins the Bridgehouse Independent Platform
- Bridgehouse Asset Managers Receives Securityholder Approval for Changes to its Investment Fund Lineup and Announces Changes to the Morningstar Balanced Portfolio
- Bridgehouse Asset Managers Announces Changes to Its Investment Fund Lineup
- Allspring Global Investments Mandates Now Available in Canadian-Domiciled Pooled Funds Launched by Bridgehouse Asset Managers
- Sionna Investment Managers Celebrates its 20th Anniversary as one of the Largest Female-Founded, Independent Investment Management Firms in Canada
- CNBC Interview: Rajiv Jain
- Now Available in Canada: GQG Partners U.S. Quality Equity Fund
- Bridgehouse Asset Managers Announces Management Fee Reductions
- Value opportunity has risen in Canadian banks: Sionna Investment Managers
- GQG sees rebound in FUM
- Bridgehouse Asset Managers Announces Changes to Certain Fund Purchase Options and Fund Series to Comply with Upcoming Regulatory Changes
- The TSX is back to a very positive return situation: Strategist
- Bridgehouse Asset Managers Introduces High-Net-Worth Pricing on the GQG Partners Funds
- Rajiv Jain’s contrarian tech bet pays off for GQG
- GQG passes $90b in FUM
- Tech Selloff Prompts Bets Against U.S. Stock-Market Supremacy
- TSX has one of the cheapest valuations right now and it’s a great way to stay exposed: Sionna’s co-CIO
- Canadian Banks are Over-Capitalized, Could Increase Dividend Up to 30%: Strategist
- Why Did a Star Manager Take His Boutique Fund Firm Public?
- China’s Transition Is Risky for Investors. 13 Picks From Our International Roundtable
- Year’s Biggest IPO Has a Warning for Tech and ESG Investors
- Louis Lau on the Markets
- IFIC Names New Board Leader for 2021-22
- How Advisors are Responding to Rise in Mental Health Issues Among Clients
- Episode #321: Rajiv Jain, GQG Partners, “The Only Way To Survive Long-Term Is To Be Adaptive”
- Expect Continued Outperformance in Canadian Markets: Sionna’s Kim Shannon
- Why Rising Inflation May Help Sustain Value’s Recovery
- Quality Real Estate Will Fill Up Fastest in a Recovery Phase: Sionna’s Kim Shannon
- Investment Industry Groups Push for Quicker Merger of Regulators
- Industry Group Recommends Advice-Focused SRO
- Advisors On The Front Line Of Mental Health Battle
- More Financial Advisors See Mental Health and Family Influence Affecting Financial Decision-Making
- Ahead of U.S. Audit Bill, Chinese Companies Are Finding Their Way Home
- Bridgehouse Asset Managers Adds New U.S. Dollar Purchase Option
- How mental health and the pandemic are affecting investors’ decisions
- Motivating clients to establish trusted contact persons
- Bridgehouse Asset Managers Announces New Collaboration With GQG Partners
- Bridgehouse Asset Managers Announces Launch of New Fund and Fee Reduction
- Mental Health Issues Can Negatively Impact Clients’ Financial Decision-Making
- Managing Client Behaviours, Mental Health
- Bridgehouse Asset Managers Receives Securityholder Approval For Fund Mergers
- Bridgehouse Asset Managers Announces Securityholder Meetings to be Held by Electronic Means
- Lazard Market Update: The COVID-19 Pandemic, Oil Markets, and Implications for Investors
- Behavioral Investing: A Series of Thoughts from the Brandes Institute
- A Note on the Coronavirus and Its Impact on Global Markets
- Bridgehouse Asset Managers Announces Changes to its Investment Fund Lineup
- Bridgehouse Asset Managers Lowers Management Fees On Lazard Global Compounders Fund
- Emerging markets set for value vindication: Manager
- MFDA issues guidance on serving vulnerable clients
- Mental health problems are likely to exacerbate financial troubles
- IFIC Announces New Chair and Board of Directors for 2019-2020
- Regulators up the ante on protecting aging investors with best practices on trusted contact person, other measures
- Four Decades Later, Another Investing Misdiagnosis
- NAV Errors: Morningstar Portfolios
- Bridgehouse Asset Managers Receives SecurityHolder Approval For Fund Mergers
- Bridgehouse Asset Managers Announces Changes to Its Investment Fund Lineup
- Lipper Fund announces 2018 award winners for Canada
- Investment Executive: Advisors seek help with clients’ mental health
- Investment Executive: Advisors seek help with clients’ mental health
- Canadian Financial Advisors Face Real Impact From Client Mental Health Issues
- Sionna’s Kim Shannon: Buy Canada at a Discount
- Sybil and Carol Discussing Mental Health
Publications
- Brandes Letter – October 2026
- Infographic – Nuveen Global Green Bond Fund
- Infographic – 3 Reasons to Invest in the Lazard Defensive Global Dividend Fund
- Infographic – 4 Things a Compounder Can Add to Your Portfolio
- Infographic – T. Rowe Price Global Allocation Fund (Investor Version)
- Infographic – T. Rowe Price U.S. Blue Chip Growth Fund (Investor Version)
- GQG Partners – 2Q26 CIO Perspectives
- Nuveen Natural Capital Sustainability Report 2026
- Sionna Opportunities Fund – Overview
- Brandes Letter – July 2026
- GQG Partners – 1Q26 CIO Perspectives
- GQG Partners – Dotcom on Steroids Part V
- 2026 Notice and Access Document
- Brandes Insight – Are Your Portfolios Ready for Reversals? – Global Equity
- Brandes Insight – Are Your Portfolios Ready for Reversals? – International Equity
- GQG Partners – Dotcom on Steroids Part IV
- Brandes Insight – Beyond Peaks and Valleys: The Pursuit of Alpha
- NI 81-101 Fund Facts – T. Rowe Price Global Allocation Fund Series A5
- Sionna Spotlight: Dollar General
- GQG Partners – Is Defensive the New Offensive?
- Brandes Letter – January 2026
- GQG Partners – 4Q25 CIO Perspectives
- GQG Partners – Dotcom on Steroids Part III
- Sionna Spotlight: Kerry Group
- GQG Partners – Dotcom on Steroids Part II
- NI 81-101 Fund Facts – Brandes Global Small Cap Equity Fund Series MT
- GQG Partners – Critical Dependence on Rare-Earth Minerals
- Infographic – 5 Reasons to Invest with GQG Partners – Investor
- NI 81-101 Fund Facts – T. Rowe Price U.S. Blue Chip Growth Fund - Series IH
- NI 81-101 Fund Facts – T. Rowe Price U.S. Blue Chip Growth Fund Series I
- NI 81-101 Fund Facts – T. Rowe Price Global Allocation Fund Series I
- NI 81-101 Fund Facts – Sionna Opportunities Fund Series I
- NI 81-101 Fund Facts – Sionna Canadian Equity Fund Series I
- NI 81-101 Fund Facts – Nuveen Global Green Bond Fund Series IH
- NI 81-101 Fund Facts – Nuveen Global Green Bond Fund Series I
- NI 81-101 Fund Facts – Lazard Global Compounders Fund Series IH
- NI 81-101 Fund Facts – Lazard Global Compounders Fund Series I
- NI 81-101 Fund Facts – Lazard Defensive Global Dividend Fund Series IH
- NI 81-101 Fund Facts – Lazard Defensive Global Dividend Fund Series I
- NI 81-101 Fund Facts – GQG Partners U.S. Quality Equity Fund Series IH
- NI 81-101 Fund Facts – GQG Partners U.S. Quality Equity Fund Series I
- NI 81-101 Fund Facts – GQG Partners International Quality Equity Fund Series I
- NI 81-101 Fund Facts – GQG Partners Global Quality Equity Fund Series I
- NI 81-101 Fund Facts – GQG Partners Global Quality Equity Fund Series IH
- NI 81-101 Fund Facts – GQG Partners Emerging Markets Quality Equity Fund Series I
- NI 81-101 Fund Facts – Brandes U.S. Equity Fund Series IH
- NI 81-101 Fund Facts – Brandes U.S. Equity Fund Series I
- NI 81-101 Fund Facts – Brandes International Equity Fund Series I
- NI 81-101 Fund Facts – Brandes Global Small Cap Equity Fund Series I
- NI 81-101 Fund Facts – Brandes Global Opportunities Fund Series I
- NI 81-101 Fund Facts – Brandes Global Equity Fund Series I
- NI 81-101 Fund Facts – Brandes Global Equity Fund Series IH
- NI 81-101 Fund Facts – Brandes Emerging Markets Value Fund Series I
- NI 81-101 Fund Facts – Brandes Corporate Focus Bond Fund Series I
- NI 81-101 Fund Facts – Brandes Corporate Focus Bond Fund Series IH
- NI 81-101 Fund Facts – Brandes Canadian Equity Fund Series I
- Brandes Insight - Value from the Ground Up: Distinct Results Through Stock Selection
- Infographic – Beyond the United States: Four Compelling Reasons for Brandes International Equity
- Reasons to Invest in the Brandes Canadian Equity Fund
- Sionna Insight: The Home Country Bias Series – Installment 3
- Sionna Spotlight: Agnico Eagle Mines
- NI 81-101 Fund Facts – T. Rowe Price U.S. Blue Chip Growth Fund Series AH
- NI 81-101 Fund Facts – T. Rowe Price U.S. Blue Chip Growth Fund Series FH
- GQG Partners – Moving Monetary Tectonics
- Sionna Insight: The Home Country Bias Series – Installment 2
- MRFP — GQG Partners Emerging Markets Quality Equity
- MRFP — T. Rowe Price U.S. Blue Chip Growth
- T. Rowe Price Insights: How AI Innovations Could Help Solve The U.S. Energy Problem
- T. Rowe Price Insights: How U.S. Immigration Changes Could Impact Inflation and the Fed
- Sionna Insight: The Home Country Bias Series – Installment 1
- NI 81-101 Fund Facts – GQG Partners Global Quality Equity Fund Series FH
- NI 81-101 Fund Facts – GQG Partners Global Quality Equity Fund Series AH
- NI 81-101 Fund Facts – GQG Partners U.S. Quality Equity Fund Series AH
- NI 81-101 Fund Facts – GQG Partners U.S. Quality Equity Fund Series FH
- GQG Partners – Navigating the Herd Mentality in Indian Markets
- Monthly Profile Sheet - Ninety One Emerging Markets Equity Fund
- Interim MRFP — Nuveen Global Green Bond Fund
- Interim MRFP — T. Rowe Price U.S. Blue Chip Growth
- Interim MRFP — GQG Partners Emerging Markets Quality Equity
- Fund Commentary — GQG Partners Emerging Markets Quality Equity Fund
- Nuveen Global Fixed Income Impact Insights
- NI 81-101 Fund Facts – T. Rowe Price Global Allocation Fund Series F5
- NI 81-101 Fund Facts – GQG Partners Global Quality Equity Fund Series F5
- GQG Partners – Spheres of Influence
- Fund Commentary – T. Rowe Price U.S. Blue Chip Growth Fund
- MRFP — Nuveen Global Green Bond Fund
- MRFP — T. Rowe Price Global Allocation Fund
- Brandes – Investment Team Corner: Mark Costa on Small Cap
- Portfolio Listings – T. Rowe Price U.S. Blue Chip Growth Fund
- GQG Partners – When Developed Markets Become Emerging Markets – Europe's Regression
- 7-Minute Alpha: The Rise of the Bengal Tiger
- Why GQG’s Rajiv Jain Is Bullish on Nvidia, India, Brazil
- Brazil: Awakening the Sleeping Giant
- NI 81-101 Fund Facts – GQG Partners Emerging Markets Quality Equity Fund Series F
- NI 81-101 Fund Facts – GQG Partners Emerging Markets Quality Equity Fund Series A
- NI 81-101 Fund Facts – T. Rowe Price U.S. Blue Chip Growth Fund Series F
- NI 81-101 Fund Facts – T. Rowe Price U.S. Blue Chip Growth Fund Series A
- Fund Commentary – Nuveen Global Green Bond Fund
- Sionna Spotlight: Ahold Delhaize NV
- Sionna Insight: Energy Transition Opportunities – North American LNG
- Corporate Brochure
- Interim MRFP — T. Rowe Price Global Allocation
- Interim MRFP — GQG Partners U.S. Quality Equity
- Brandes Insight – Is Your Portfolio Missing "True" Value Exposure?
- Interim Financial Statements — All Funds
- Advisor’s Edge: Value Investing is Back
- BIPCo COI Disclosure Statement – May 2026 – EMD – All Funds
- BIPCo COI Disclosure Statement – May 2026 – EMD – GQG Partners Funds
- BIPCo COI Disclosure Statement – May 2026 – EMD – Brandes (Bridgehouse) Funds
- Bridgehouse COI Disclosure Statement – May 2026 – PM
- Fund Commentary – T. Rowe Price Global Allocation Fund
- Fund Commentary — GQG Partners U.S. Quality Equity Fund
- MRFP — GQG Partners U.S. Quality Equity Fund
- G&M: Nine Canadian fund managers offer their best portfolio advice - and top picks - for 2023
- FP: Three hall-of-fame investors share the lessons they learned along the way
- How Do We Make A Positive Impact?
- Watch How We Are Playing Our Part in Tackling Climate Change
- 2021 – 2022 Annual Stewardship Report
- Nuveen Global Fixed Income Impact Report
- NI 81-101 Fund Facts – Nuveen Global Green Bond Fund Series FH
- NI 81-101 Fund Facts – Nuveen Global Green Bond Fund Series F
- NI 81-101 Fund Facts – Nuveen Global Green Bond Fund Series AH
- NI 81-101 Fund Facts – Nuveen Global Green Bond Fund Series A
- Sionna Insight: Fish Don’t Know They’re in Water; Do Today’s Investors Know a Regime Shift has Occurred?
- Portfolio Listings – T. Rowe Price Global Allocation Fund
- Five Key Insights from 2022
- NI 81-101 Fund Facts – T. Rowe Price Global Allocation Fund Series F
- NI 81-101 Fund Facts – T. Rowe Price Global Allocation Fund Series A
- NI 81-101 Fund Facts – GQG Partners U.S. Quality Equity Fund Series F
- NI 81-101 Fund Facts – GQG Partners U.S. Quality Equity Fund Series A
- Simplified Prospectus – Bridgehouse Funds – May 22, 2026
- Sales Collateral - Quick Reference Sheet
- Interim MRFP — GQG Partners International Quality Equity Fund
- Interim MRFP — GQG Partners Global Quality Equity Fund
- NI 81-101 Fund Facts – Lazard Defensive Global Dividend Fund Series FH
- NI 81-101 Fund Facts – Lazard Defensive Global Dividend Fund Series AH
- Declaration of Heredity and Transmission by Death
- MRFP — GQG Partners International Quality Equity Fund
- MRFP — GQG Partners Global Quality Equity Fund
- Value Investing: Are You Prepared For A Recovery?
- Fund Commentary — GQG Partners International Quality Equity Fund
- Fund Commentary — GQG Partners Global Quality Equity Fund
- Know Your Manager – Rajiv Jain
- NI 81-101 Fund Facts – GQG Partners International Quality Equity Fund Series F
- NI 81-101 Fund Facts – GQG Partners International Quality Equity Fund Series A
- NI 81-101 Fund Facts – GQG Partners Global Quality Equity Fund Series F
- NI 81-101 Fund Facts – GQG Partners Global Quality Equity Fund Series A
- MIB, Bloomberg Radio: Podcast with Rajiv Jain
- GQG News & Insights
- ‘Undiscovered’ $60 billion manager
- Lessons learnt from a career of investing through crises
- RESP Redemption Form
- RRSP - All Application Forms
- Fund Commentary — Lazard Global Compounders Fund
- Voting Results
- Performance - Bridgehouse Funds Series F USD
- Performance - Bridgehouse Funds Series A USD
- Performance - Bridgehouse Funds Series F CAD
- Performance - Bridgehouse Funds Series A CAD
- B2B Bank - All Application Forms
- Infographic (pdf) - Bridgehouse – Mental Health & The Financial Advice Relationship
- Application Form - Request for Flex Trail
- Interim MRFP — Lazard Global Compounders Fund
- Interim MRFP — Lazard Defensive Global Dividend Fund
- MRFP — Lazard Global Compounders Fund
- Portfolio Listings – Lazard Defensive Global Dividend Fund
- Portfolio Listings – Lazard Global Compounders Fund
- Lazard Asset Management – The History and Psychology of Panic-Selling
- Fund Commentary — Brandes Canadian Equity Fund
- RDRF (Sionna) — Fonds en gestion commun privé d'actions canadiennes Sionna
- Fund Commentary — Sionna Canadian Equity Fund
- Fund Commentary — Brandes Corporate Focus Bond Fund
- Fund Commentary — Brandes Emerging Markets Value Fund
- Fund Commentary — Lazard Defensive Global Dividend Fund
- Infographic (pdf) - Bridgehouse - 6 Drivers of a Successful Advice Relationship
- Fund Commentary — Brandes Global Equity Fund
- Unitholder Communication - Fee Reductions
- Fund Commentary — Sionna Opportunities Fund
- Fund Commentary — Brandes Global Opportunities Fund
- Fund Commentary — Brandes Global Small Cap Equity Fund
- NI 81-101 Fund Facts – Lazard Global Compounders Fund Series FH
- NI 81-101 Fund Facts – Lazard Global Compounders Fund Series F
- NI 81-101 Fund Facts – Lazard Global Compounders Fund Series AH
- NI 81-101 Fund Facts – Lazard Global Compounders Fund Series A
- Fund Commentary — Brandes International Equity Fund
- Fund Commentary — Brandes U.S. Equity Fund
- Infographic (pdf) - Bridgehouse - Discharging Emotions
- NI 81-101 Fund Facts – Lazard Defensive Global Dividend Fund Series F
- NI 81-101 Fund Facts – Lazard Defensive Global Dividend Fund Series A
- Interim MRFP — Sionna Opportunities Fund
- Interim MRFP — Sionna Canadian Equity Fund
- Interim MRFP — Brandes U.S. Equity Fund
- Interim MRFP — Brandes International Equity Fund
- Interim MRFP — Brandes Global Small Cap Equity Fund
- Interim MRFP — Brandes Global Opportunities Fund
- Interim MRFP — Brandes Global Equity Fund
- Interim MRFP — Brandes Emerging Markets Value Fund
- Interim MRFP — Brandes Corporate Focus Bond Fund
- Interim MRFP — Brandes Canadian Equity Fund
- Portfolio Listings – Sionna Opportunities Fund
- Portfolio Listings – Sionna Canadian Equity Fund
- Portfolio Listings – Brandes U.S. Equity Fund
- Portfolio Listings – Brandes International Equity Fund
- Portfolio Listings – Brandes Global Small Cap Equity Fund
- Portfolio Listings – Brandes Global Opportunities Fund
- Portfolio Listings – Brandes Global Equity Fund
- Portfolio Listings – Brandes Emerging Markets Value Fund
- Portfolio Listings – Brandes Corporate Focus Bond Fund
- Portfolio Listings – Brandes Canadian Equity Fund
- NI 81-101 Fund Facts – Sionna Canadian Equity Fund Series A
- NI 81-101 Fund Facts – Brandes Corporate Focus Bond Fund Hedged Series FH
- NI 81-101 Fund Facts – Brandes Corporate Focus Bond Fund Hedged Series AH
- NI 81-101 Fund Facts – Brandes Corporate Focus Bond Fund Unhedged Series F
- NI 81-101 Fund Facts – Sionna Opportunities Fund Series F
- NI 81-101 Fund Facts – Sionna Opportunities Fund Series A
- NI 81-101 Fund Facts – Brandes U.S. Equity Fund Series FH
- NI 81-101 Fund Facts – Brandes U.S. Equity Fund Series AH
- NI 81-101 Fund Facts – Brandes Global Equity Fund Series A
- NI 81-101 Fund Facts – Brandes Global Equity Fund Series FH
- NI 81-101 Fund Facts – Brandes Global Equity Fund Series AH
- NI 81-101 Fund Facts – Brandes Corporate Focus Bond Fund Unhedged Series A
- NI 81-101 Fund Facts – Brandes Canadian Equity Fund Series F
- NI 81-101 Fund Facts – Brandes Canadian Equity Fund Series A
- NI 81-101 Fund Facts – Brandes U.S. Equity Fund Series F
- NI 81-101 Fund Facts – Brandes U.S. Equity Fund Series A
- NI 81-101 Fund Facts – Brandes Emerging Markets Value Fund Series F
- NI 81-101 Fund Facts – Brandes Emerging Markets Value Fund Series A
- NI 81-101 Fund Facts – Brandes Global Small Cap Equity Fund Series F
- NI 81-101 Fund Facts – Brandes Global Small Cap Equity Fund Series A
- NI 81-101 Fund Facts – Brandes International Equity Fund Series F
- NI 81-101 Fund Facts – Brandes International Equity Fund Series A
- NI 81-101 Fund Facts – Brandes Global Opportunities Fund Series F
- NI 81-101 Fund Facts – Brandes Global Opportunities Fund Series A
- NI 81-101 Fund Facts – Brandes Global Equity Fund Series F
- NI 81-101 Fund Facts – Sionna Canadian Equity Fund Series F
- Financial Statements — All Funds
- MRFP — Brandes Canadian Equity Fund
- MRFP — Brandes Corporate Focus Bond Fund
- MRFP — Brandes Emerging Markets Value Fund
- MRFP — Brandes Global Equity Fund
- MRFP — Brandes Global Opportunities Fund
- MRFP — Brandes Global Small Cap Equity Fund
- MRFP — Brandes International Equity Fund
- MRFP — Brandes U.S. Equity Fund
- MRFP — Lazard Defensive Global Dividend Fund
- MRFP — Sionna Canadian Equity Fund
- MRFP — Sionna Opportunities Fund
- Application Form - Redemption Form - RESP
- Application Form - Family Education Savings Plan (RESP)
- Application Form - Non-Registered Accounts, RSP, RIF
- Application Form - Transfer Form - Transfer Authorization for Registered Investments (RSP, RIF, TFSA)
- Application Form - TFSA
- Application Form - Individual Education Savings Plan (RESP)
- Application Form - Transfer Form - Registered Education Savings Plan (RESP) Transfer Form: Form A
- Application Form - Transfer Form - Registered Education Savings Plan (RESP) Transfer Form: Form B
- Application Form - Transfer Form - Registered Education Savings Plan (RESP) Transfer Form: Form C
- Application Form - Government Form - Primary Caregiver – Custodial Parent/Guardian
- Application Form - Government Form - Additional Beneficiaries
- Application Form - Government Form - Basic & Additional CESG – CLB
- Legal & Regulatory - Trade Matching Statement
- Legal & Regulatory - IRC Report to Securityholders
- PHD - Panic Prevention Plan
- PHD - i.d.e.a.s. Counselling Process
- PHD - Emotional Response Workbook
Investment Solutions
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- GQG Partners International Quality Equity Fund
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- Lazard Defensive Global Dividend Fund
- Sionna Opportunities Fund
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- Brandes International Equity Fund
- Brandes Global Opportunities Fund
- Brandes Global Equity Fund
- Brandes U.S. Equity Fund
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- Brandes Corporate Focus Bond Fund
Investment Managers
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