Our Public Equities portfolio invests across high conviction, high engagement opportunities; actively managed factor-based strategies; and cost-efficient index exposure in combination with an active total portfolio construction.
IMCO's Public Equities program delivers on long-term growth through capital appreciation and dividend income generated by investing in publicly traded organizations that span sectors in developed and emerging global markets. Through our three equity pools—Global Equity Pool, Emerging Markets Pool, and Canadian Equity Pool—we provide our clients with equitable access to low-cost portfolios that take advantage of diverse strategies and mandates.
Our fundamental equities team generates research and new ideas while our external manager team engages with best-in-class managers to deepen our due diligence and turn feedback into action. With our teams' scale and expertise, and our select partnerships, we can execute concentrated, actively managed strategies powered by collaborative and highly productive relationships. This allows us to invest in niche mandates that deliver differentiated returns while aligning with our responsible investing framework and our clients' ESG values.
Every position we take in our clients' portfolios is intentional and accountable for results. Our $26.3-billion Public Equities program delivers on our commitment to our clients through meaningful, strategic investments at a lower cost.
Within the Public Equities portfolio is the Fundamental Equities program. IMCO's Fundamental Equities program identifies, evaluates, and executes direct investments and partnership opportunities with high-quality publicly traded companies with stable and resilient business models and strong competitive positions in compelling and growing industries. We seek to build deep, meaningful, and lasting relationships with companies from the outset, that evolve over time depending on their needs.
The Fundamental Equities mandate spans the full range of capital needs, from targeted liquid investments in public markets to a "Fundamental+" approach where we can take a significant ownership stake that could include board representation to work constructively with management to grow the business and generate attractive investment returns.
Whether a company needs capital to fund an acquisition, refinance its debt or is seeking to diversify its shareholder base, IMCO has the long-term investment horizon and patient capital to offer nimble and cost-effective solutions across any stage of a company's life cycle.
Read Managing Director of Fundamental Equities Angus Botterell's insights here.
Public Equities Distribution by Region
(As at Dec. 31, 2021)
- United States 56%
- Canada 9%
- Europe & Middle East 13%
- Asia & Oceania 20%
- Emerging Markets Excluding Asia 2%