About Us

Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses.

Corporate Governance Investor Relations Investment Stewardship

Overview

An Independent and Diversified Global Asset Management Firm

As an independent and diversified global asset management firm, AGF brings a disciplined approach to delivering excellence in investment management and to providing an exceptional client experience.

Being an independent firm has allowed us to make strategic acquisitions that improve our client service experience and enable us to offer new and innovative products, while enhancing our research capabilities.

Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

Our Mission: To Bring Stability to the World of Investing.

Fundamental

AGF’s fundamental actively-managed platform includes a broad range of equity and fixed income strategies. This platform delivers products to retail and institutional investors as well as strategic partners.

Quantitative

AGFiQ is the quantitative investment platform which delivers custom solutions in a variety of vehicles from mutual funds to ETFs to model portfolios, all designed to provide better risk-adjusted returns by utilizing a disciplined, multi-factor process, viewing risk through multiple lenses.

AGFiQ.com

Alternatives

In 2014, AGF established a joint venture with Instar Group Inc. (Instar) to form InstarAGF Inc. (InstarAGF), in which the firm holds a 51% economic interest. InstarAGF, an integral element of AGF’s alternative business strategy, is an independent alternative asset management firm with an emphasis on real assets, including infrastructure investments, in the North American middle market. AGF’s alternatives business includes distinctive investment products like the flagship InstarAGF Essential Infrastructure Fund (EIF) and Stream Asset Financial LP (Stream).

InstarAGF.com

Private Client

Customized solutions for high-net worth individuals, endowments and foundations in key markets across Canada.

AGF Private Client

Invested in Discipline: Our Approach

At AGF, our approach is defined by three principles. Together, they create a disciplined process that is transparent, repeatable, and deeply woven into our DNA – delivering consistent outcomes for our clients, whatever tomorrow may bring.

Shared Intelligence

Our teams work together to form a global perspective, while maintaining the autonomy required to deliver on distinct investment philosophies.

65+ Investment management professionals across six¹ offices based in North America, Europe and Asia
Shared research portal across AGF globally
Investment professional secondments from time-to-time to deepen global intelligence and sharing
Team-based decision making

¹Inclusive of AGF's private client business offices for Doherty & Associates and Cypress Capital Management

Measured Approach

Our teams diligently apply real-time research, data and analytics across everything we do at AGF, minimizing drastic changes and protecting long-term growth.

We believe in taking calculated bets based on rigorous data analytics and risk managed reviews
Dedicated investment professionals managing risk metrics across AGF’s investment platform
Factor-based and quantitative investing experience dating back to 1998 through our AGFiQ investment professionals
We integrate environmental, social and governance (ESG) issues into our decisions and ownership practices to deliver better outcomes for clients*
Product incubation of a minimum of three years prior to launching

Active Accountability

Our teams apply consistent processes designed to deliver repeatable results where active management truly equals active expectations.

AGF² Portfolio Managers are required to own 2x their base salary in AGF mutual funds according to AGF’s co-investment guidelines.
Equity portfolios with high active share and a balanced tracking error supported by sound fundamental research.
Fixed Income portfolios with active duration and credit management backed by extensive research.
Balanced portfolios supported by a diverse asset allocation committee (9 investment managers across all asset classes)
Well-defined portfolio parameters

²AGF Portfolio Managers across all entities excluding Doherty & Associates, Cypress Capital Management and FFCM, LLC.

Investment Stewardship

Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

AGF is a signatory to the United Nations-supported Principles for Responsible Investment (PRI) as a sustaining member of the Responsible Investment Association.