Fund name
Allard, Allard & Associés – Equity Value Fund L.P.
Program

Traditional

Strategy

Value equity

Geographic focus

Canada and global

Objective

The Fund’s objective is to generate superior returns while maintaining a lower volatility than equity indices, specifically the S&P/TSX for the Canadian mandate and the MSCI World for the global mandate.

Approach

The Fund uses a value style and constructs concentrated portfolios of Canadian or global equities without copying the reference index. Rigorous financial analysis is applied to each company before an investment. This analysis is based on the quality of the balance sheet, earnings’ growth, high cash flow yields and an attractive valuation. Based on this analysis, the portfolio management team selects the best stocks according to their return potential. Portfolio construction aims to diversify the portfolio across multiple sectors of economic activity.