INVESTMENT STRATEGIES

Global Equities

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Overview

The Global Equities strategy uses an actively managed multifactor approach with a stronger focus on a combination of the value and momentum factors. We also have a country by country selection completed by our proprietary models. We therefore focus solely where value or momentum factors have a history of strong outperformance so we do not “waste” factor strength with the noise of Global Markets. Our global equity portfolio encompasses 18 countries where we implement a systematic and unbiased quantitative approach which helps reduce cognitive biases preventing styles and objective divergence. While implementing the systematic process, we have a bottom-up procedure for both value and momentum factors. The portfolios are blended while individual selections are analyzed from a fundamental and technical point of view. Significant risk management and control measures are finally applied to reduce unwanted deviations from styles and indices.

Details

Performance (%)

Annual Returns 2019 Average
*This information does not reflect the expected performance of the fund (s) and is provided solely for the purpose of illustrating the experience of Nymbus Capital Group Inc. and estimated past results of its investment activities. Period of February 1st 2019 to December 31st 2020 to represent performance since fund inception date.
Nymbus Global Equities % %
MSCI ACWI World Index % %
Value added +% +%

Investment Team

Jason Laliberté

Jason Laliberté

Portfolio Manager, Equities

Jason Laliberté has 10 years of experience in the investment industry. His areas of expertise include global equities, fundamental research and trading. He started his career at Landry in 2010 after completing his Master of Science in Administration (M.Sc.) with a major in Finance from Université de Sherbrooke. He also has a Bachelor of Business Administration degree, also from Université de Sherbrooke. In 2020, Mr. Laliberté was promoted to Portfolio Manager. He has been a CFA charterholder since 2013.

Documents

Disclaimer

This information does not reflect the expected performance of the fund (s) and is provided solely for the purpose of illustrating the experience of Nymbus Capital Group Inc. and estimated past results of its investment activities. This information is not and should not be interpreted as representing the future performance of the securities or the amounts, if any, distributed by the fund (s). They are provided for illustrative purposes only and should not be construed as forecasts or projections. Past performance is not indicative of future performance. Certain statements included in this document constitute forward-looking statements, including but not limited to statements that include the words "anticipate", "plan", "should" or similar expressions to the extent they relate to strategies. Forward-looking statements are not historical facts but reflect current expectations of Nymbus Capital Group Inc. with respect to future results or events. They are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations. Although Groupe Nymbus Capital inc. believes that these forward-looking statements are based on reasonable assumptions, forward-looking statements are not guarantees of future performance. Accordingly, the reader is cautioned not to place undue reliance on these statements, given the uncertainty associated with them. Nymbus Capital Group Inc. undertakes no obligation to update or revise any forward-looking statement or information in light of new information, future events or any other factors that may affect such information, except as required by law. All information is from sources believed to be reliable, but its accuracy is not guaranteed. All company names, brand names and logos are the property of their respective owners. Bloomberg is a trademark and service mark of Bloomberg Finance L.P., a limited partnership of Delaware, or its subsidiaries. The Standard & Poor's S&P 500® Index and the S & P / TSX Composite Total Return Index are registered trademarks of Standard & Poor's, a division of McGraw-Hill Companies, Inc. "FTSE®", "Russell®" , "MTS®", "FTSE TMX®" and "FTSE Russell" and other trademarks and service marks related to the FTSE or Russell Indices are registered trademarks of the London Stock Exchange Group.