SMA Solutions

Brandes
True Value Global Pioneers

Founded by the Charles Brandes in 1974, Brandes is synonymous with experienced Graham & Dodd investing on a global scale.

Lazard
Preeminent Asset Management Firm

Founded in 1848, Lazard’s global footprint includes over 300 investment professionals in key locales the world over.

Sionna
Selective, Active Stock Pickers

Founded by Kim Shannon, Sionna are Canadian market experts, famously focussed on downside protection.

3 Managers through 1 Representative, providing priority, bundled service, with the backing of the experienced, responsive Bridgehouse Team…

Brandes

Brandes Global Equity (ADR)

Seeks long-term capital appreciation by investing in undervalued stocks of both U.S. and non-U.S. issuers whose market cap generally exceeds $5B (USD) at time of purchase.

Brandes U.S. Value Equity

Seeks long-term capital appreciation by investing in undervalued stocks of U.S. issuers whose market cap generally exceeds $1B (USD) at time of purchase.

Brandes Emerging Markets Value Equity (ADR)

Seeks long-term capital appreciation by investing in undervalued stocks of emerging market companies whose market cap generally exceeds $1B (USD) at time of purchase.

Brandes International Equity (ADR)

Seeks long-term capital appreciation by investing in undervalued stocks of non-U.S. issuers whose market cap generally exceeds $5B (USD) at time of purchase.

Lazard

Lazard Global Equity Select ADR

Seeks to generate strong relative returns over a long-term time horizon by investing in companies across the market cap spectrum with strong and/or improving financial productivity at attractive valuations. Typically invests in 60-80 US-listed companies from both developed & EM countries.

Lazard International Equity Select ADR

Seeks to generate strong relative returns over a full market cycle by investing in companies with strong and/or improving financial productivity at attractive valuations. Typically invests in 40-60 US-listed securities of non-US developed-market companies with a market capitalization generally of $5 billion or greater. The benchmark is the MSCI EAFE Index.

Lazard International Equity Select with Emerging Markets ADR

Seeks to generate strong relative returns over a full market cycle by investing in companies with strong and/or improving financial productivity at attractive valuations. Typically invests in 40-70 securities of non-US companies, including those from emerging markets, with a market capitalization generally of $5 billion or greater. The benchmark is the MSCI ACWI ex-US Index.

Lazard International Equity Select with Emerging Markets (EAFE) ADR

Seeks to generate strong relative returns over a full market cycle by investing in companies with strong and/or improving financial productivity at attractive valuations. The strategy typically invests in 40–70 securities of non-US companies, including those from emerging markets, with a market capitalization generally of $5 billion or greater. The benchmark is the MSCI EAFE Index.

Lazard Emerging Markets Equity Select ADR

Seeks to generate strong relative returns over a long-term time horizon by investing in companies with strong financial productivity at attractive valuations. The strategy typically invests in 35–45 securities of companies domiciled in countries included in the MSCI Emerging Markets Index with over $3 billion in market cap.

Lazard Global Compounders

Seeks to generate strong relative returns over a full market cycle by investing solely in what Lazard calls “Compounders”, the world’s leading companies that can generate, and sustain, the highest levels of financial productivity (i.e., return on equity, return on capital, and cashflow return on investment). In this strategy, Lazard focuses mainly on identifying high quality companies able to reinvest a significant portion of their cash flows back into their business at similarly attractive rates of return. The strategy invests in global securities, including those from emerging markets.

Lazard International Compounders

Seeks to generate strong relative returns over a full market cycle by investing solely in what Lazard calls “Compounders”, the world’s leading companies that can generate, and sustain, the highest levels of financial productivity (i.e., return on equity, return on capital, and cashflow return on investment). In this strategy, Lazard focuses mainly on identifying Compounders able to reinvest a significant portion of their cash flows back into their business at similarly attractive rates of return. The strategy invests in non-US securities, including those from emerging markets.

Lazard US Equity Select

Seeks to outperform the S&P 500 Index with less volatility (standard deviation) over a full market cycle by investing in companies that compound earnings and capital and by taking advantage of valuation anomalies. Typically invests in 35–55 companies with market capitalizations generally over $5 billion.

Lazard Global Sustainable Equity ADR

Seeks to invest in companies that avoid negative externalities that damage the world’s human and natural capital, and whose financial productivity may improve as a result of the move to a greener, healthier, safer, and fairer world. The strategy utilizes two types of potential alpha sources, which Lazard seeks to buy at attractive valuations. The first type, “Compounders”, are companies that Lazard believes can can generate, and sustain, the highest levels of financial productivity (i.e., return on equity, return on capital, and cashflow return on investment). The second type are “Improvers”, which are companies that Lazard believes can improve their financial productivity. The strategy invests in global securities, including those from emerging markets.

Sionna

Sionna Canadian Large Cap

Seeks to provide exposure to larger cap companies in the Canadian market that meet Sionna’s valuation and fundamental quality characteristics. The portfolio concentrates its ownership between 30-45 holdings.

Sionna All Cap

Seeks to provide exposure to Canadian companies across the capitalization range that meet Sionna’s valuation and fundamental quality characteristics. The portfolio concentrates its ownership to 30-40 holdings.

Sionna Focused Canadian Dividend

Seeks to provide exposure to equities that Sionna believes have strong and sustainable yields, and that meet Sionna’s valuation and fundamental quality characteristics. The portfolio concentrates its ownership between 15-30 holdings.

Sionna High Conviction

Seeks to provide exposure to Canadian and Global companies across the capitalization range that meet Sionna’s valuation and fundamental quality characteristics without reference to sector weights. A concentrated portfolio of 15-30 holdings.

Sionna Canadian Balanced

Seeks to generate long-term total returns and offer downside protection through a combination of capital growth and interest income. The strategy provides exposure to Sionna’s large cap equity mandate and a concentrated portfolio of Canadian fixed-income securities issued by federal, provincial and municipal governments.

National Accounts

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Leah Brock 

EVP & COO

416.306.5706

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Matt Brundage

SVP, Product Management & Strategic Development

416.306.5748

British Columbia, Manitoba, Yukon

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Stephen Pollock MBA, AIFP

Regional Director

604.362.8222

Alberta & Saskatchewan

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Nick Payn CIM

Regional Director

403.404.8233

Golden Horseshoe & Southwest Ontario

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Kevin Jeffries CFA, CFP

Regional Director

647.267.1035

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Ben Doering

Regional Associate

416.306.5677

Eastern Ontario & Quebec

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Daryl Verhoeven

Regional Director

855.443.7559

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Kevin Lieu

Regional Associate

855.567.6363

Greater Toronto

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Iain MacAlpine

Regional Director

416.568.0363

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Chris De’Ath

Regional Director

416.306.5672

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Ben Doering

Regional Associate

416.306.5677

Northern Ontario

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Michael Swyers, CFA

Regional Director

416.275.2773

Quebec

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Christian Sasseville

Regional Director

418.717.1047

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Alice Luangraj

Senior Regional Associate

855.430.6631

Greater Montreal & Atlantic Canada

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Reza Torkamanloo

Regional Director

514.297.1714

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Kevin Lieu

Regional Associate

855.567.6363

Institutional Brandes Investment Partners & Co.

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Tim Newburn CIM, MBA, FCSI

Director, Institutional Group (Canada)

403.217.1331

Sales Management

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Scott Fraser

VP, Sales

866.791.8367 x 5731

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Samantha Hill

AVP, Sales & Marketing

866.791.8367 x 5723

All-Region Support

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Greg La Rosa

VP, Client Service & Operations

866.791.8367 x 5718

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Ian King

Sales & Service Associate

866.791.8367 x 5730

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Alexa Mar

Team Lead, Operations & Institutional Service

866.791.8367 x 5693

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Samuel Fraser

Client Service & Operations Associate

866.791.8367 x 5673