Global Equities
FGP North American Equity SMA
About the Strategy
The FGP North American Equity SMA Strategy aims to deliver attractive total investment returns through long-term capital growth, dividends, and other income. The Strategy invests primarily in a diversified mix of North American equity securities using a disciplined, long-term, bottom-up value-oriented approach to security selection.
- Diversified North American Exposure: Provides a balanced mix of U.S. and Canadian equities, offering broad exposure to North America’s leading markets.
- Disciplined Strategy: Uses a long-term, value-oriented approach backed by detailed fundamental research and portfolio management.
- Focused on Growth and Income: Targets what we believe to be high-quality North American companies, aiming for consistent growth and income generation.
Performance
ADVISORS (TAXABLE)
North American Equity Taxable
ADVISORS (REGISTERED)
North American Equity Registered
As of September 30, 2024
Downloadables
View Investment Policy Statement
Access the Investment Policy Statement to see the guidelines and strategies behind the FGP North American Equity SMA.
Advisors (Taxable Account)
Advisors (Registered Accounts)
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