Canoe Financial broadens its fixed income and international equity fund lineups
August 01 2023 - 6:00AM
Canoe Financial LP (“Canoe Financial”) announces the expansion of
its fixed income and equity fund lineups with the launch of Canoe
Unconstrained Bond Fund and Canoe Unconstrained Bond Portfolio
Class sub-advised by Reams Asset Management (“Reams”), and Canoe
International Equity Portfolio Class sub-advised by PineStone Asset
Management Inc. (“PineStone”).
Rethink traditional fixed income investing with Canoe
Unconstrained Bond Fund and Canoe Unconstrained Portfolio
Class
Canoe Unconstrained Bond Fund and Canoe Unconstrained Bond
Portfolio Class aim to provide a flexible, unconstrained approach
to navigating across fixed income sectors while optimizing returns
in all market environments. The Reams investment team utilizes a
broader array of tools than traditional fixed income solutions to
manage duration, mitigate risk and capitalize on opportunities.
Canoe Unconstrained Bond Portfolio Class has a tax-efficient
structure that is suitable for non-registered investment
accounts.
Reams Asset Management
Reams is an Indianapolis-based boutique manager with a
successful track record of managing unconstrained fixed income
strategies dating back to 1998, and US$23.8 billion in assets under
management. Led by Mark Egan, Chief Investment Officer, the Reams
investment team’s differentiated investment approach focuses on
risk-adjusted returns and benchmark-agnostic portfolio
construction.
“Reams is excited to partner with Canoe Financial to bring our
time-tested unconstrained fixed income strategy to Canadian
investors,” said Mark Egan. “Throughout the vetting process,
Canoe’s innovative and client-centric approach to distribution
resonated strongly with our team. Our shared ethos – belief in
active management, independent thought, and serving as stewards of
our clients’ capital – also reinforces our confidence that Canoe is
an ideal partner in an important market for Reams.”
Diversify home country bias with Canoe International
Equity Portfolio Class
Canoe International Equity Portfolio Class leverages the
expertise of PineStone’s proven high conviction approach to
investing that has benefitted investors in Canoe Financial’s US,
global and defensive international equity strategies. PineStone’s
award-winning investment team focuses on what PineStone believes to
be high quality international companies that can generate increased
shareholder value.
PineStone Asset Management
Headed by veteran portfolio manager Nadim Rizk, Montreal-based
PineStone is independent, 100% private and employee-owned, and
manages CAD$60 billion in assets across international, global, and
US equity strategies. PineStone’s core values are centred around a
single investment philosophy and process that is focused on quality
and long-term investing.
“Our mission is to create extraordinary value for our clients
and their beneficiaries over many years,” said Nadim Rizk, Chief
Executive Officer and Chief Investment Officer. “Our relationship
with Canoe goes back several years now and I am thrilled to be
partnering with them once again to bring our international strategy
to Canadian investors.”
“We continue to grow and offer products to meet the evolving
needs of Canadians. These investment solutions strengthen our
lineup and provide access to highly sought-after asset classes,”
said Darcy Hulston, President and Chief Executive Officer, Canoe
Financial. “Reams brings a strong track record and proven expertise
in unconstrained bond investing, and we’re excited to be deepening
our relationship with Nadim and PineStone, a long-time valued
partner of Canoe. Partnering with both Reams and PineStone
highlights our commitment to providing investors excellence in
asset management.”
Fund codes
Fund |
Series F |
Series A |
Canoe Unconstrained Bond Fund |
GOC5063 |
GOC5061 |
Canoe Unconstrained Bond Portfolio Class |
GOC5163 |
GOC5161 |
Canoe International Equity Portfolio Class |
GOC4633 |
GOC4631 |
About Canoe Financial
Canoe Financial is one of Canada’s fastest growing independent
mutual fund companies managing $13.8 billion in assets across a
diversified range of award-winning investment solutions. Founded in
2008, Canoe Financial is an employee-owned investment management
firm focused on building financial wealth for Canadians. Canoe
Financial has a significant presence across Canada, including
offices in Calgary, Toronto and Montreal.
Further InformationInvestor RelationsCanoe
Financial LP1–877–434–2796info@canoefinancial.com
Canoe EIT Income (TSX:EIT.UN)
Historical Stock Chart
From Oct 2024 to Nov 2024
Canoe EIT Income (TSX:EIT.UN)
Historical Stock Chart
From Nov 2023 to Nov 2024