Steve MacMillan

KBSH Capital Management is a growth manager that employs fundamental financial analysis and a disciplined security selection process. The firm seeks to maintain above average risk-adjusted performance over the long-term. KBSH's equity selection approach is based on bottom-up analysis. They seek growth companies with strong sales, superior cash flows, high ROE and reasonable valuations. Other considerations include management strength, industry dynamics, the integrity of accounting policies and the quality of the balance sheet. KBSH tends to invest in the stocks of US and Canadian companies in the finance, technology services and industrial services sectors. The firm invests across all market-caps and maintains a high turnover rate. KBSH's fixed-income management begins with a macroeconomic outlook. The firm employs interest rate forecast to determine portfolio duration and term structure. Sector and security selection results from a combination of rate levels, yield spreads and credit analysis.

FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices.

Functions as a College/University

FCAM’s investment approach is based the belief that in-depth fundamental analysis of companies can identify securities that may outperform the market. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across Canadian, US and global markets, as well as quantitative and technical portfolio managers and analysts. FCAM offers a wide variety of investment solutions including: Canadian, US and International/Global equity strategies; Diversified, Active/Single Sector, and Custom (Liability-Driven and Tactical Bond) fixed-income strategies; and Multi-Asset Class Asset Allocation Products including Strategic Balanced, Tactical Asset Allocation and Balanced Trust Services.