Sam Szeto

Beutel Goodman aims to deliver superior risk-adjusted portfolio performance to their clients over the long-term. They pursue this through the ownership of debt and equity positions in high-quality companies. The firm employs a fundamental bottom-up value investment philosophy, which is grounded in a highly disciplined proprietary research process, with a focus on capital preservation, absolute risk reduction and downside protection in declining markets.

Morrison Williams Investment Management (MWIM) manages a selection of high-yielding common shares, preferred stocks, income trusts and Royalty trusts that invest in leading Canadian industries.

FGP seeks to achieve superior investment returns by taking a long-term, bottom-up, value-oriented approach to investments based on detailed fundamental research and analysis. The firm’s suite of pooled funds offers a broad range of investment options, ranging from short-term money market securities to developing markets equities. Their Global Smaller Companies Fund invests in companies with a market capitalization typically in the USD 1 billion to USD 10 billion range.

Functions as a College/University

Keyridge Asset Management (dba Irish Life Investment Managers) is a value-oriented manager which specializes in both active and passive investments. The firm offers a range of indexed strategies which are designed to track specified market indices and active quantitative strategies which are designed to meet specific objectives. They aim to manage risk and deliver the desired outcomes to clients by delivering structured investment processes.

Functions as a College/University

Flow Investment focuses on addressing the marketplace’s need for unique, actively managed solutions. The firm's investment products are designed to: outperform passive or core strategies during volatile markets; add value above passive strategies in normal conditions, and add yield in low interest rate environments for equivalent risk levels.

FIM seeks quality businesses at attractive valuations. They identify investment opportunities through rigorous fundamental research and seek to find strong, undervalued companies that preserve and grow capital for shareholders over the long-term.