Investment professionals
Driven by our core values of passion, commitment to excellence and attention to clients’ needs, our investment professionals apply their strong analytical and market forecasting skills to implement investment strategies that create value. They work closely with our client relationship professionals to ensure that clients' evolving investment needs are met.
Addenda Capital has extensive experience in active management of Canadian bond portfolios and has acquired a strong reputation in this area. The Active Duration management team is based in Montreal .
Addenda Capital applies a multi-strategy approach to managing diversified bond portfolios. We successfully position fixed income portfolios to benefit from future market trends. The Core Fixed Income team is based in Guelph.
Equity investment opportunities are identified by analyzing security and industry fundamentals across North America. We maintain distinct Canadian and U.S. equity investment management teams. Both are based in Guelph.
A mortgage component adds diversity to fixed income portfolios and delivers stable returns. Addenda Capital's mortgage team draws on a finely tuned set of skills and a wealth of mortgage investment experience to select properties that perform well. The mortgage team is based in Regina.
Asset allocation is a key element of the active and dynamic portfolio management process. The Asset Allocation team is comprised of senior portfolio managers from each asset class.
