• Value manager
• Located in Oakville, Canada
• Managing $3.4 billion in assets

Lincluden Asset Management employs a traditional, value-based investment principle. To create their portfolios, they focus on superior security selection, effective risk management and diligent research. On an ongoing basis, their process centres on rigorous portfolio management and monitoring.

• Value manager
• Located in Toronto, Canada
• Managing $15.4 billion in assets

Beutel, Goodman & Company create portfolios from the bottom up, identifying those companies that are most appropriate for meeting client objectives. Portfolios are well diversified and provide a margin of safety that result in relatively low volatility and above average investment returns.

• Value manager
• Located in Dallas, U.S.
• Managing $67.2 billion U.S.
   in assets

The Barrow, Hanley, Mewhinney & Strauss value equity strategies emphasize strict adherence to style, internally-generated fundamental research, low portfolio turnover, and active, prudently-concentrated portfolios. By exploiting the inefficiencies inherent in the equity market, the firm seeks to produce returns in excess of the broad market with risk below the market, across all capitalization ranges.

• Value manager
• Located in Boston, U.S.
• Managing $65.9 billion U.S.

Acadian believes that the larger the pool of potential investments, the greater the opportunity an active manager has to add value. They believe that markets are inefficient and that many investors do not always act rationally. To capitalize on their perspective, they employ a quantitative approach to portfolio management.

• Value manager
• Located in Los Angeles, U.S.
• Managing $15.9 billion U.S. in assets

NWQ seeks undervalued, overlooked companies that contain identifiable catalysts that can improve profitability and thereby generate above-average returns. The firm pride’s itself on being independent thinkers and focused on identifying attractive but relatively inexpensive stocks with qualitative and quantitative strengths.