Company Summary
Beutel, Goodman & Company Ltd. is a Canadian company founded in 1967 as a privately-owned Canadian investment management organization. The founding partners focused their efforts on value oriented investments identified through comprehensive internally generated research. These standards are the foundation from which the firm has grown through three generations of operating principals.
Today, the company has over $40 billion of assets under management and specializes in the management of Canadian, U.S., and international equities in addition to fixed income and balanced mandates for institutional and individual investors.
The firm’s fixed income style is active, seeking to add value to the benchmark through management of duration, yield curve and credit risk. Scenario analysis is performed and stress-tested to determine optimal portfolio structure. Rigorous independent research is used to identify high-quality corporate bonds that meet strict investment criteria. The research process includes proprietary financial models, industry analysis, management interviews, strategy critique, credit ratings and ESG reviews.
For equity investing, Beutel Goodman applies a fundamental, bottom-up value selection process that produces favourable returns over time and provides a margin of safety in weak financial markets. Beutel Goodman’s focus is to build on wealth over the long term by preserving capital and mitigating downside risk.
Source: Beutel Goodman & Company
Unique Value Proposition
Beutel Goodman is committed to its objective of delivering enhanced risk-adjusted long term performance through the consistent application of our investment philosophy. Our proven success has been achieved by an experienced team of professionals with strong internal research capabilities. We believe that outstanding investment performance can be achieved by the efforts of well-educated and trained people motivated by a desire to succeed. Our success is measured not only by the achievement of client return objectives but also by adding value to the client experience. BG is compliant with the guidelines set forth by the CFA Institute.
Our Clients
Through our three main business divisions; Institutional, Private Client and Retail, Beutel Goodman services a variety of client types including pension funds, foundations/endowments, third party distributors, First Nations communities, high net worth investors, and individuals via their investment advisors.
We offer both segregated and pooled investment products and a family of mutual funds.
Source: Beutel Goodman & Company
AUM ($Bil)
40
Year Founded
1967
Key Personnel
Mark D. Thomson, Managing Director, Equities
David Gregoris, Managing Director, Fixed Income
Michael J. Gibson, Managing Director, Operations
Jeffrey Young, Managing Director, Private Client Group
Tim Hylton, Senior Vice President, Institutional Client Service
Address
20 Eglinton Avenue West, Suite 2000
P.O. Box 2005
Toronto, Ontario, Canada
M4R 1K8