Fundamental

Our fundamental global equity strategies are positioned to be at the forefront of market changes, offering a diverse line-up in a variety of investment vehicles including mutual funds and separately managed accounts.

Our teams work together to understand the global perspective, while maintaining the autonomy required to leverage individual expertise and deliver on distinct investment philosophies. The autonomy afforded to our investment teams and diversity of opinion is a strength of our firm.

The AGF Global Equity Team incorporates a top-down country allocation framework coupled with bottom-up fundamental research to uncover quality companies that will reward investors over the long-term.

The team is culturally diverse with a broad range of industry backgrounds and experience. Our experience tells us this is a competitive advantage as it makes us conversant in the cultural nuances of the companies we invest in, while providing us with differentiated insights.

The AGF Global Equity Team incorporates a top-down country allocation framework coupled with bottom-up fundamental research to uncover quality companies that will reward investors over the long-term.

The team is culturally diverse with a broad range of industry backgrounds and experience. Our experience tells us this is a competitive advantage as it makes us conversant in the cultural nuances of the companies we invest in, while providing us with differentiated insights.

Investment Strategies

Global Equity

Global Concentrated

Emerging Markets

Global Dividend

Philosophy

AGF’s Global Equity team embraces a deep set of shared beliefs about how markets work, our specific strengths and skill sets, and effective methods for portfolio construction. The most significant are:

  1. Active country allocation is a reliable source of excess return and managing risk. Country factors in developing markets frequently play a dominant and predictive role in security price changes.
  2. Focus on quality companies. We define quality companies as those that can grow and earn a return on investment greater than the cost of capital, that is, those that can generate positive Economic Value Added (EVA).
  3. Risk management is multi-faceted. Our methods primarily integrate a view on the optimal level of diversification with a solid understanding of the value of what we own.

Philosophy

AGF’s Global Equity team embraces a deep set of shared beliefs about how markets work, our specific strengths and skill sets, and effective methods for portfolio construction. The most significant are:

  1. Active country allocation is a reliable source of excess return and managing risk. Country factors in developing markets frequently play a dominant and predictive role in security price changes.
  2. Focus on quality companies. We define quality companies as those that can grow and earn a return on investment greater than the cost of capital, that is, those that can generate positive Economic Value Added (EVA).
  3. Risk management is multi-faceted. Our methods primarily integrate a view on the optimal level of diversification with a solid understanding of the value of what we own.

Investment Management Team

Stephen Way

Stephen Way, CFA

SVP & Portfolio Manager
Industry Exp: since 1987
Firm Exp: since 1987

Regina Chi

Regina Chi, CFA

VP & Portfolio Manager
Industry Exp: since 1996
Firm Exp: since 2017

Associate Portfolio Managers
Grace Huang, MBA, CFA
Associate Portfolio Manager
Sanjay Luthra, MBA, CFA
Associate Portfolio Manager
Andres Perez, CIM
Associate Portfolio Manager
Maksim Piskunov, MBA, CFA
Associate Portfolio Manager

 

Analysts
David Andrich, MBA, CFA
Global Equity Analyst
Georgina Goldring, CFA
Global Equity Analyst
Jamie Maddock, Ph.D.
Global Equity Analyst
Angela Rhoden, MBA, CFA
Global Equity Analyst
Wyeth Wright
Global Equity Analyst
Mark Weinberg, ASA, ACIA
VP, Global & EM Portfolio Specialist*

 

+ over 50 additional investment resources across the globe

 

*Does not provide investment advice or recommendations.

Associate Portfolio Managers

Grace Huang, MBA, CFA
Associate Portfolio Manager

Sanjay Luthra, MBA, CFA
Associate Portfolio Manager

Andres Perez, MBA, CFA
Associate Portfolio Manager

Maksim Piskunov, MBA, CFA
Associate Portfolio Manager

 

Analysts

David Andrich, MBA, CFA
Global Equity Analyst

Georgina Goldring, CFA
Global Equity Analyst

Jamie Maddock, Ph.D.
Global Equity Analyst

Angela Rhoden, MBA, CFA
Global Equity Analyst

Wyeth Wright
Global Equity Analyst

Mark Weinberg, ASA, ACIA
VP, Global & EM Portfolio Specialist*

 

+ over 50 additional investment resources across the globe

 

*Does not provide investment advice or recommendations.

High conviction and active management have been hallmark characteristics for AGF’s Global Select team. Our objective is to capture leading growth companies in every investment cycle to generate alpha.

 

Philosophy

AGF’s Global Select team believes strongly that:

  1. Market leadership is determined by innovation, the macro-environment and thematic trends.
  2. Equity market leadership changes from cycle to cycle as companies out-innovate each other and with the maturity of the economic cycle.
  3. Stock prices reflect consensus estimates.

High conviction and active management have been hallmark characteristics for AGF’s Global Select team. Our objective is to capture leading growth companies in every investment cycle to generate alpha.

 

Philosophy

AGF’s Global Select team believes strongly that:

  1. Market leadership is determined by innovation, the macro-environment and thematic trends.
  2. Equity market leadership changes from cycle to cycle as companies out-innovate each other and with the maturity of the economic cycle.
  3. Stock prices reflect consensus estimates.

Trends Supporting Market Leadership

Technology

Consumers

Health Care

Macro-related

Investment Management Team

Tony Genua

Tony Genua

SVP & Portfolio Manager
Industry Exp: since 1980
Firm Exp: since 2007

Associate Portfolio Managers
Sam Mitter, MBA
Associate Portfolio Manager

 

Research Team
Stephen Bonnyman, MBA, CFA
Co-Head Equity Research & Portfolio Manager
Richard Fisher, M.A. Econ.
Co-Head Equity Research Team & Equity Analyst

Dillon Culhane, CPA, CA, CFA
Equity Analyst

John Kratochwil, MBA, P.Eng.
Equity Analyst
Auritro Kundu, MBA
Equity Analyst
Carmen Tang, M.Sc., MBA, CFA
Equity Analyst
Wai Tong, MBA, P.Eng., CFA
Equity Analyst
Jonathan Lo, MBA
VP, Portfolio Specialist*

 

+ over 50 additional investment resources across the globe

 

*Does not provide investment advice or recommendations.

Associate Portfolio Managers

Sam Mitter, MBA
Associate Portfolio Manager

 

Research Team

Stephen Bonnyman, MBA, CFA
Co-Head Equity Research & Portfolio Manager

Richard Fisher, M.A. Econ.
Co-Head Equity Research Team & Equity Analyst

Dillon Culhane, CPA, CA, CFA
Equity Analyst

John Kratochwil, MBA, P.Eng.
Equity Analyst

Auritro Kundu, MBA
Equity Analyst

Carmen Tang, M.Sc., MBA, CFA
Equity Analyst

Wai Tong, MBA, P.Eng., CFA
Equity Analyst

Jonathan Lo, MBA
VP, Portfolio Specialist*

 

+ over 50 additional investment resources across the globe

 

*Does not provide investment advice or recommendations.

AGF has demonstrated strength and tenure in the area of thematic and impact investing under the expertise of our Sustainable Investing team.

Leveraging our long-tenured expertise in evaluating companies related to high-growth key themes allows us to consistently deliver on our investment objectives for our clients while delivering a measurable positive impact.

AGF has demonstrated strength and tenure in the area of thematic and impact investing under the expertise of our Sustainable Investing team.

Leveraging our long-tenured expertise in evaluating companies related to high-growth key themes allows us to consistently deliver on our investment objectives for our clients while delivering a measurable positive impact.

Key Impact Themes

Energy and Power Technologies

Waste Management and Pollution Control

Water and Waste Water Solutions

Health and Well-Being

Philosophy

AGF’s Sustainable Investing team believes strongly that:

  1. The world is transitioning to a sustainable economy and investors can benefit financially from this transition in addition to positively contributing to it through their allocation of capital.
  2. Industries evolve according to powerful themes and catalysts, not GIC sectors. To address key issues of sustainability, investors need to take a GICS-agnostic approach and embrace high active share.
  3. Markets are short-sighted and become reactive to themes. Investors can exploit these inefficiencies for financial gain by proactively investing in sustainable themes.

Philosophy

AGF’s Sustainable Investing team believes strongly that:

  1. The world is transitioning to a sustainable economy and investors can benefit financially from this transition in addition to positively contributing to it through their allocation of capital.
  2. Industries evolve according to powerful themes and catalysts, not GIC sectors. To address key issues of sustainability, investors need to take a GICS-agnostic approach and embrace high active share.
  3. Markets are short-sighted and become reactive to themes. Investors can exploit these inefficiencies for financial gain by proactively investing in sustainable themes.

Investment Management Team

Martin Grosskopf

Martin Grosskopf, MBA, MES

VP & Portfolio Manager
Industry Exp: since 1994
Firm Exp: since 2011

Associate Portfolio Managers
Vishal Bané, M.Sc., CA (India), CFA
Associate Portfolio Manager

 

Research Team
Damola Adesoye, MBA, CFA
Investment Analyst
Stephen Bonnyman, MBA, CFA
Co-Head Equity Research Team & Portfolio Manager
Richard Fisher, M.A. Econ.
Co-Head Equity Research Team & Equity Analyst
Dillon Culhane, CPA, CA, CFA
Equity Analyst
John Kratochwil, MBA, P.Eng.
Equity Analyst
Auritro Kundu, MBA
Equity Analyst
Carmen Tang, M.Sc., MBA, CFA
Equity Analyst
Wai Tong, MBA, P.Eng., CFA
Equity Analyst
Jonathan Lo, MBA
VP, Portfolio Specialist*

 

+ over 50 additional investment resources across the globe

 

*Does not provide investment advice or recommendations.

Associate Portfolio Managers

Vishal Bané, M.Sc., CA (India), CFA
Associate Portfolio Manager

 

Research Team

Damola Adesoye, MBA, CFA
Investment Analyst

Stephen Bonnyman, MBA, CFA
Co-Head Equity Research & Portfolio Manager

Richard Fisher, M.A. Econ.
Co-Head Equity Research Team & Equity Analyst

Dillon Culhane, CPA, CA, CFA
Equity Analyst

John Kratochwil, MBA, P.Eng.
Equity Analyst

Auritro Kundu, MBA
Equity Analyst

Carmen Tang, M.Sc., MBA, CFA
Equity Analyst

Wai Tong, MBA, P.Eng., CFA
Equity Analyst

Jonathan Lo, MBA
VP, Portfolio Specialist*

 

+ over 50 additional investment resources across the globe

 

*Does not provide investment advice or recommendations.

Real assets have historically helped diversify the risks of traditional stocks and bonds and achieve an improved risk-adjusted return. Our real assets solutions offer investors a balance of portfolio diversification, inflation protection, capital appreciation and current income.

Real assets have historically helped diversify the risks of traditional stocks and bonds and achieve an improved risk-adjusted return. Our real assets solutions offer investors a balance of portfolio diversification, inflation protection, capital appreciation and current income.

 

Real Assets Sectors

Energy

Materials

Infrastructure

Precious Metals

Investment Management Team

Stephen Bonnyman

Stephen Bonnyman, MBA, CFA

Co-Head Equity Research & Portfolio Manager
Industry Exp: since 1989
Firm Exp: since 2013

Jeff Kay

Jeff Kay, M.Sc.

VP & Portfolio Manager
Industry Exp: since 2003
Firm Exp: since 2011

Research Team
Richard Fisher, M.A. Econ.
Co-Head Equity Research Team & Equity Analyst
Dillon Culhane, CPA, CA, CFA
Equity Analyst
John Kratochwil, MBA, P.Eng.
Equity Analyst
Auritro Kundu, MBA
Equity Analyst
Carmen Tang, M.Sc., MBA, CFA
Equity Analyst
Wai Tong, MBA, P.Eng., CFA
Equity Analyst

 

+ over 50 additional investment resources across the globe

Research Team

Richard Fisher, M.A. Econ.
Co-Head Equity Research Team & Equity Analyst

Dillon Culhane, CPA, CA, CFA
Equity Analyst

John Kratochwil, MBA, P.Eng.
Equity Analyst

Auritro Kundu, MBA
Equity Analyst

Carmen Tang, M.Sc., MBA, CFA
Equity Analyst

Wai Tong, MBA, P.Eng., CFA
Equity Analyst

 

+ over 50 additional investment resources across the globe

 

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