Fundamental

At AGF, we believe a disciplined, active approach combined with long-tenured expertise will be key for investors’ success moving forward in the face of increasing market volatility and risk.

Our fundamental investment management teams are focused on consistently delivering on our investment objectives for our clients by leveraging our industry experience. We believe a culture of curiosity, open dialogue and challenging each other’s ideas leads to better investment outcomes and helps to continually raise the bar for all of our clients.

 

Asset Classes

  • Equity
  • Fixed income
  • Multi-asset

Clients

  • Individual investors
  • Financial advisors
  • Institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations
  • Strategic partners

Investor Objectives

  • Wealth accumulation and preservation
  • High growth
  • Risk management
  • Income
  • ESG and sustainable-focused

Our History

1957:

AGF’s launches an American Growth strategy, providing Canadian investors with the first fund to invest solely in U.S. equities

1962:

AGF launches a Canadian Trusteed Income strategy, one of the first fixed income mutual funds in Canada

1976:

AGF launches the first money market strategy in Canada

1986:

AGF launches the first global government bond fund in Canada

1987:

Steve Way, head of the Global Equities team, joins AGF and is now the longest tenured global equity manager in Canada

1991:

AGF launches a Global Sustainable Growth strategy, one of the first sustainable investing funds in the world

2005:

AGF Elements launched

2009:

AGF Asset Allocation Committee is formed

2010:

AGF launches an Emerging Markets bond strategy for investors to gain access to emerging markets growth opportunities

2012:

AGF launches a floating rate income strategy, providing investors access to floating-rate bank loans managed by one of the largest and most experienced investors in the asset class

2014:

Kevin McCreadie joins AGF as President and Chief Investment Officer

2015:

AGF launches one of the first Canadian mutual funds to provide pure access to convertible bonds, helping investors insulate and protect portfolios from rising interest rates

Our Investing Principles

Throughout the years, as we have embraced change and innovation, our motivation has remained consistent. We carry a deep sense of accountability to our investors to deliver on our objectives, allowing them to achieve their goals.

At AGF, our approach is defined by three principles: shared intelligence, measured approach and active accountability. Together, they create disciplined processes that are transparent, repeatable, and deeply woven into our DNA – delivering consistent outcomes for our clients, whatever tomorrow may bring.

Throughout the years, as we have embraced change and innovation, our motivation has remained consistent. We carry a deep sense of accountability to our investors to deliver on our objectives, allowing them to achieve their goals.

At AGF, our approach is defined by three principles: shared intelligence, measured approach and active accountability. Together, they create disciplined processes that are transparent, repeatable, and deeply woven into our DNA – delivering consistent outcomes for our clients, whatever tomorrow may bring.

Shared Intelligence

Measured Approach

Active Accountability

ESG Integration

At AGF, good stewardship and sustainable investing practices are integrated across all aspects of investment management. Our investment professionals believe that integrating the consideration of environmental, social and governance (ESG) factors into investment decision-making and ownership practices help to identify key risk and return drivers, contribute to better investment outcomes and is a necessary component of our fiduciary duty as an asset manager.

We recognize that effective research, analysis and evaluation of ESG issues is a fundamental part of assessing the value and performance of an investment over the medium and longer term and that this analysis should inform:

  • Asset allocation
  • Security selection
  • Portfolio construction
  • Shareholder engagement and voting

Ultimately it is the responsibility of each investment management team to determine the precise implementation of ESG integration within their own investment processes as it relates to each specific mandate.

 

Currency Management

Currency management requires a disciplined approach based on sound research. Done right, it can enhance the benefits of investing abroad by reducing volatility and capturing additional gains along the way.

As a global investment management firm, our approach to currency management is one that balances risk and reward. Our hedging policy is defined by a portfolio’s investment objective, the intended level of risk and influenced by the prevailing market conditions. Our Currency Management team works directly with each investment management team to help them develop strategies and understand the implications of currency moves for their portfolios.

 

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