Navigating style impacts through shifting environments

With rapid shifts in market forecasts, equity investment styles have produced exceptional impacts on excess return. In the ChampionsCall Jean David Meloche, Head of Global Equities and Robert Hiscock, Assistant Portfolio Manager, EAFE Equities, both at Montrusco Bolton, will explain how alpha generation in the top decile has been maintained through COVID-fueled drops and rebounds in reflationary environments.

As Portfolio Managers of the UI I Montrusco Bolton Global Equity Fund I A, they will demonstrate how the team have successfully navigated these changes through the benefits of a high active share, a process that captures a strong selection effect and a proactive risk management framework.