Beutel, Goodman & Company Ltd.

Overview

Beutel, Goodman & Company Ltd. is a Canadian investment management firm specializing in value-oriented investment strategies. Founded in 1967 and headquartered in Toronto, the firm manages Canadian, U.S., and international equities, as well as balanced and fixed income mandates for both institutional and individual investors. Their diversified client base includes pensions, endowments, foundations, insurance companies, unions, corporations, governments, and individual investors. The firm's investment approach is fundamentally bottom-up, focusing on buying equity securities at a discount to their assessed business value, which provides a margin of safety in weak financial markets. They emphasize building wealth over the long term by preserving capital and mitigating absolute risks, using company cash flows as a foundation for analysis. In fixed income, Beutel Goodman actively manages duration, yield curve, and credit risk to add value to the index. Beutel Goodman offers a range of investment strategies, including American and North American Equity, International Equity, Canadian Equity, Balanced, and Canadian Fixed Income. Investment vehicles include separate accounts, pooled funds, and Canadian mutual funds. The firm is dedicated to creating long-term wealth for its clients and helping them achieve their investment objectives.

Investment Focus

• Long-term investment horizon
• Value-oriented investment approach
• Diversified portfolio across asset classes and geographies