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.
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.
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