The Canadian Equities fund's strategy uses an actively managed multifactor approach with a stronger focus on a combination of the value and momentum factors. Equities in Canada have a cyclical history where the value and momentum have strong periods of outperformance depending on specific market cycles and both factors complement each other well through those cycles. 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.
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.
Chief Investment Officer
Mr. Cefaloni became Chief Investment Officer of Groupe Nymbus Capital Inc. in 2013 where he spearheads quantitative research and investment management operations. His career spans more than 10 years of capital markets experience. He served as partner and portfolio manager specialized in quantitative fixed income derivatives for GC Capital Asset Management. Prior to that, Mr. Cefaloni acted as a fixed income associate portfolio manager for ARB Group, a private investment firm. Mr. Cefaloni holds a B.Comm in Investment Finance with honors from Concordia University in Montreal and is recipient of the Chartered Investment Manager designation.
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