Constant alpha in various market environments

With rapid shifts in market forecasts, equity investment styles have produced exceptional impacts on excess return. In this ChampionsCall Jean David Meloche, Head of Global Equities, Montrusco Bolton, explains how alpha generation in the top decile has been maintained through COVID-fueled drops and rebounds in reflationary environments.

As Portfolio Manager of the US Equity Strategy, he 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.