Head Office: Toronto, Ontario Total Assets Under Management: C$5.5 billion Portfolio Managers: 3 Investment Style: Fundamental value
Investment Philosophy and Approach: Scheer, Rowlett believes that quality never goes out of style and that personal judgement matters. The firm's value investment philosophy is founded on the belief that efficiencies in the equity market are realized over mid- to long-term periods and that a company's earning ability, driven by its fundamentals, provides transparency to the company's worth. Based on this philosophy, Scheer, Rowlett seeks to invest in undervalued companies with strong or improving fundamentals, healthy financial positions and proven management. The firm strives to deliver superior, risk-adjusted returns over the long term, in both up and down markets. |