Bedrock partners with Fiera Capital to launch a Global Equity fund in Europe
Posted by bedrock on
Bedrock, the global investment and advisory firm, today announces it has partnered with leading Canadian asset management firm Fiera Capital (Fiera) to launch a long-only global equity fund, the 20 UGS (UCITS) Funds Fiera Global Equity.
The fund is a long-only value fund that invests in a concentrated portfolio of around 40-60 global stocks. Fiera’s investment process is designed to identify high quality companies that offer the potential to generate long term superior returns. The fund selects companies that have sustainable structural competitive advantages, little dependence on financial leverage, proven management and offer attractive valuations.
Portfolio focus is on holding investments for the long term, effectively managing risk andlimiting portfolio turnover.
Ariel Arazi, Managing Partner of Bedrock, said:“Fiera has a proven record of generating superior risk adjusted returns in global equities. We believe that this fund is highly attractive for clients seeking a truly global fund that identifies the very best companies which offer persistent structural advantages and attractive valuations.”
This strategy will be available to Bedrock clients, through a Luxemburg-based collective investment fund (UCITS). Bedrockcurrently oversees more than US$9 billion in client assets from high-net-worth families, foundations, endowmentsand institutions across its London, Geneva and Monaco offices.
Richard Nino, Executive Vice President, Institutional Markets, of Fiera Capital’s U.S. asset management division, Fiera Capital Inc., said:“For Bedrockto select us to offer out global equities expertise to its European clients is testament to our proven long term investment process and supports our strategy to grow our business globally.”
Fiera Capital currently manages over C$100 billion in assets, catering to both high-net-worth and institutional clients. It was recognized as 2015 Global Equity Manager of the Year as part of the London based Professional Pensions Investment Awards, sponsored by Aon Hewitt, in the U.K.
About Bedrock
Bedrock is a global investment and advisory firm with offices in Geneva, London and Monaco. Bedrock was founded in 2004 by Maurice Ephrati, David Joory, Sandy Koifman and Ariel Arazi as one of the first independent investment boutiques in the marketplace. The team of about 100 investment professionals currently oversees over US$9 billion of client assets. Bedrock established the 20UGS brand in 2013 which is a Luxembourg domiciled SICAV that currently consists of fiveUCITS compliant funds.
It was recently awarded “Best External Manager” and “Best Private Investment Office” at the prestigious Wealth Briefing Swiss Awards 2016 in Geneva.
About Fiera Capital Corporation
Fiera Capital Corporation is a leading North American independent asset management firm listed on the Toronto Stock Exchange. The firm offers a wide range of traditional and alternative investment solutions, including depth and expertise in asset allocation. At December 31, 2015, Fiera Capital had over C$100 billion in assets under management. The firm delivers distinctive investment management capabilities to institutional, private wealth and retail clients in Canada. In the U.S., asset management services are provided by its U.S. affiliates, which are investment advisers registered with the U.S. Securities and Exchange Commission. For more information, visit www.fieracapital.com.
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