Separately Managed Accounts

Investing through a separately managed account (SMA) offers a range of benefits for investors, including greater control over their portfolio, while retaining the advantages of working with a professional portfolio manager.

 

AGF offers a range of distinct fundamental equity strategies for investment as SMAs.

These strategies combine AGF’s disciplined, active approach with long-tenured expertise in order to deliver consistently on clients’ investment objectives.

To find out more about any of AGF’s SMA strategies, contact an AGF representative today.

 

AGF Global Sustainable Equity ADR Strategy

1. Invest in the thematic opportunities that are arising from the ongoing shift to a sustainable economy 

2. Differentiated positioning – a concentrated global portfolio with high active share 

3. Contribute to a more sustainable economy while minimizing environmental footprint

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AGF Global Select ADR Strategy

1. Offers concentrated exposure to global equities focusing on innovation to identify companies that exhibit product development and corporate leadership
 
2. Complement an existing global equity portfolio and participate in the growth potential of global equities
 

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AGF U.S. Large Cap Growth Equity Strategy

1. A complement to an existing U.S./Global Equity core portfolio with growth potential 

2. Concentrated exposure to U.S. equities, while focusing on innovation to identify companies that exhibit exceptional product development and corporate leadership
 

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AGF U.S. Small-Mid Cap Growth Equity Strategy

1. For investors seeking growth opportunities offered by small- and mid-cap U.S. equities 

2. Targets innovative companies found in the U.S. small-mid-cap space
 

3. A complement to an existing U.S. equities exposure to drive additional growth
 

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AGF U.S. Energy Transition and Adaptation Strategy

1. Focused on full cycle, long-term secular opportunities with a targeted approach to identify companies that we expect to be beneficiaries of the multi-decade energy transition and adaptation evolution.



2. Our differentiated process seeks well positioned companies that offer solutions to help with the transition of energy systems and improve the resilience of infrastructure from an adaptation perspective.


 

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