Our six sub-advisors draw on their tailored expertise to help investors create portfolios that best suit their needs.
1832 Asset Management L.P. offers a wide range of wealth management solutions through financial advisors. These include the mutual funds and hedge funds of Dynamic Funds and the portfolio solutions of the Marquis Investment Program. 1832 Asset Management L.P. is a wholly-owned subsidiary of Scotiabank.
Portfolio Manager: Michael McHugh
Putnam Investments’s investment approach is fundamental credit research which employs classic financial analysis. They evaluate companies based on the following characteristics across all issuers and sectors: sustainable competitive advantage, viable capital structure, trajectory of free cash flow, adequate downside protection.
TOBAM is an independent, employee-owned asset manager with offices in New York, Zurich, Hong Kong and Paris. It was founded in 2005 by Yves Choueifaty, TOBAM’s President and Chief Investment Officer and a former CEO of Credit Lyonnais Asset Management.
Waddell & Reed Financial, Inc has a conservative investment approach that is based on fundamentals over fads. The investment management team includes highly skilled portfolio managers, analysts and economists who collaborate regularly, yet make decisions independently. The respected US based company dates back to 1937.