Scotia Global Asset Management is committed to providing clients with leading investment solutions delivered by active investment management teams.
ScotiaFunds leverages the investment management talent of 1832 Asset Management L.P. – one of Canada’s largest asset managers
1832 Asset Management is active across capital markets, asset classes and investment approaches, deploying traditional and innovative strategies to deliver investment excellence for investors.
Scotia’s Multi-Asset Management team is responsible for portfolio construction, asset allocation policy, and manager selection for ScotiaFunds and Dynamic Funds multi-asset solutions. These include the Scotia Aria Retirement Program, Scotia Selected Portfolios, Scotia INNOVA Portfolios, Scotia Partners Portfolios as well as DynamicEdge Portfolios. The team has extensive experience in building, customizing and managing diversified, multi-manager portfolios for a wide variety of investor needs and risk tolerances.
The Power Growth Team employs a defined, repeatable, and focused investment process. This growth-oriented team conducts deep fundamental analysis to select best-in-class, sustainable growth companies. They seek out unique businesses run by dedicated business leaders and management teams that demonstrate sound capital-allocation discipline.
The team uses a proprietary fundamental-based quantitative (“quantamental”) approach. The process combines the companies’ past and present financial data together with the team’s future projections and other quantitative and technical data into a multi-step triangulation process to identify attractive investment opportunities. The investable universe effectively consists of the more attractive stocks in the S&P 500 from a fundamental and quantitative perspective.
The Managers employ a Quality at a Reasonable Price (QUARP®) investment approach that focuses on investing in a diversified portfolio of securities that pay a dividend or distribution while incorporating a capital preservation philosophy. Strict due diligence measures include both top-down and bottom-up analysis in determining security selection. Companies included in the portfolio represent best-in-class businesses that are dominant in their industry, have strong balance sheets and a history of increasing cash flows. Securities are purchased at a reasonable price which is defined as having an attractive valuation.*While the fund is managed by members of the Equity Income team, not all companies in the fund are required to pay a dividend or distribution.
Core Global Equity
The team’s investment process and philosophy takes an active, bottom-up approach to investing and seeks out the best investment opportunities around the world, based on the team’s thorough on-the-ground fundamental research. As bottom-up, fundamental investors, the Portfolio Managers do not seek to mirror the attributes of an index and instead build concentrated portfolios one company at a time based on their views of individual company attributes, sector/industry dynamics and attractive valuations. The Core Global Equity team employ their Six Principles framework, a set of guiding principles that helps shape and guide how they think as investors.
- Investing, Not Renting
- Think Independently
- Tempered Temperament
- Pragmatic Patience
- Blend the Art and the Science
- Minimize Mistakes = Maximize Returns
The Value Equity Team focuses on investing in high-quality companies trading at a reasonable discount to intrinsic value, with a focus on downside protection. The team's investment process centers around three principles:
- Quality Businesses,
- Management Assessment, and
- Attractive Valuations
The team seeks to deliver well-diversified, rigorously researched, and attractively valued portfolios that help clients stay invested over the long term.
Core Fixed Income
The Core Fixed Income team consists of Portfolio Managers who are supported by senior and junior analysts and traders in addition to support from the centralized Credit Research team, which has extensive experience in detailed credit analysis.
The Portfolio Managers follow a balanced approach that blends both a top-down and bottom-up approach to selecting investments, with the goal of combining perspectives from a macroeconomic, big-picture standpoint (top-down) and security selection (bottom-up) to add value over the long term, while strictly controlling risk.