SEPARATELY MANAGED ACCOUNTS

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We offer separately managed accounts between two mandates: Global Value (since 2010) and Japan Value (since 2012).

Global Value Mandate implements our value investing philosophy on a global basis. It is not constrained by geographical, sector allocation or market capitalization limits.  

                             YTD      1-year       3-years      5-years     10-years   Inception

Gross (C$)           20.9       35.6           26.9           32.3          31.6          28.1

Net (C$)              19.9       32.7           25.2           30.7          29.9         26.4

Annualized returns as of October 2021, except for YTD.

Japan Value Mandate implements our value investing philosophy in Japan. It is not constrained by sector allocation or market capitalization limits.