Top Performer

2023
GMR Top Performer

Recognizing Asset Managers with Our Performance Based Evaluation

Balanced

CIBC Wood Gundy
CIBC TKIG Global SRI Strategy


Fiera Capital Corporation
Balanced – EFT Fund


Newport Private Wealth

Newport Balanced Fund


TD Global Investment Solutions

TD Balanced Plus

Canadian Equity

1832 Asset Management
Canadian Dividend Value


Fidelity Canada Institutional
Fidelity True North Fund


Fiera Capital Corporation

Fiera Canadian Equity Fossil Fuel Free Ethical Composite


Manitou Investment Management Ltd.

Manitou Canadian Equity

 

Canadian Fixed Income

Canada Life
Government Bond Fund (Mackenzie)

Jarislowsky, Fraser Limited
JF Short/Mid Bond Fund

Canadian Equity Small Cap

Connor, Clark, Lunn Investment Management Ltd.
CC&L Canadian Small Cap Fund


 

Canadian Fixed Income Plus

Baker Gilmore & Associates Inc.
Baker Gilmore Absolute Return Bond


 

Canadian Plus Equity

Canadian Money Market

Franklin Templeton Investments
Franklin Bissett Money Market Fund


 

US Equity

AGF Investments
U.S. Large-Cap Growth Equity


Fiera Capital Corporation
Fiera U.S. Equity Ethical Fund


Inverness Counsel, LLC

Inverness Large Cap Core Equity Strategy


Louisbourg Investments Inc.

Louisbourg US Equity Fund


Montrusco Bolton Investments Inc.

Montrusco Bolton U.S. Equity Fund

 

Canadian Short Term Fixed Income

Lorica Investment Counsel Inc.
Lorica Short-Term Bond


 

US Equity Small Cap

Brandes Investment Partners, L.P.
U.S. Small Cap Value Equity


Burgundy Asset Management Ltd.
Burgundy U.S. Smaller Companies Fund


Hillsdale Investment Management Inc.

Hillsdale US Micro Cap Equity Fund

Canadian Long Term Fixed Income

RBC Global Asset Management
PH&N Canadian Long Bond


 

International Equity

Connor, Clark, Lunn Investment Management Ltd.
CC&L Q International Equity


Logan Capital Management Inc.
Logan International Dividend ADR


Pier 21 Asset Management Inc. (C WorldWide)

Pier 21 International Equity Strategy (C WorldWide)


TD Global Investment Solutions

TD Epoch Non-U.S. Equity Shareholder Yield

Canadian Corporate Fixed Income

Leith Wheeler Investment Counsel Ltd.
LW Short Term Income Fund


 

International Equity Small Cap

Principal Asset Management
Principal International Core Equity


 

Global Equity

Acadian Asset Management LLC
Global All Country Equity


Connor, Clark, Lunn Investment Management Ltd.
CC&L Q Global Equity


Federated Hermes, Inc.

Federated Hermes Global Equity (Euro)


Montrusco Bolton Investments Inc.

Montrusco Bolton Global Equity Fund


Nomura Asset Management

Nomura Global Quality Select

Global Equity Small Cap

Principal Asset Management
Principal Global Equity

Emerging Market Equity

GlobeFlex Capital LP
Emerging Markets Small Cap Equity


Victory Capital Management Inc.
Trivalent Emerging Markets Small Cap

GMR Top Performer Disclaimer
The GMR Top Performer Awards, recognize asset managers and funds which are available to Canadian institutional investors. The GMR Top Performer Award winners are identified through a blend of 4-Year rate of return (50%), standard deviation (25%), and Sharpe Ratio (25%) as of September 30, 2023. Although Global Manager Research makes reasonable efforts to ensure the accuracy and reliability of the data, performance numbers used have been submitted by the asset manager, their accuracy is not guaranteed by GMR.