Fundamental

Fundamental Overview

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 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 icon

Shared Intelligence

Measured approach icon

Measured Approach

Active accountability icon

Active Accountability

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.

 

Our Investment Stewardship principles
OUTLOOK 2023
What Happens When Central Banks Pivot?
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