Addenda Capital


Addenda Capital

Head office:

Montreal, QC

Assets managed:

$33.6 billion (as of June 30, 2022)

Head office:

Montreal, QC

Assets managed:

$33.6 billion (as of June 30, 2022)

Company profile

Addenda Capital is a privately owned Canadian institutional asset manager with offices in Montreal, Toronto, Guelph, and Regina. Addenda's investment management discipline is built on the principles of teamwork, with dedicated teams of specialists providing investment expertise in a number of traditional and alternative investment strategies for bonds, equities, and customized mandates.

Investment approach

Addenda's international equity investment philosophy focuses on investing in growth areas of the world through leading global companies that have long-term key competitive advantages. Their Growth at a Reasonable Price (GARP) investment style is a three- to five- year long-term build of buying companies and not stocks.


Funds managed

Lead managers

Ian Scullion, Senior Vice-President and Co-Head, Global Equities, Addenda Capital

Ian Scullion, CFA

Senior Vice-President and Co-Head, Global Equities, Addenda Capital

Ian is involved in the management of International, Global, and US Equity portfolios. He also analyzes and monitors the various industries and securities held in the portfolios.

Annie Laliberté, Senior Portfolio Manager and Co-Head, Global Equities, Addenda Capital

Annie Laliberté, CFA

Senior Portfolio Manager and Co-Head, Global Equities

Annie co-leads the Global Equity team. She is involved in the management of international, global, and U.S. equity portfolios. She also analyzes and monitors the various industries and securities held in the portfolios.

Michel Rouette, Senior Portfolio Manager, Global Equities, Addenda Capital

Michel Rouette, FSA, FCIA

Senior Portfolio Manager, Global Equities

Michel is involved in the management of international, global, and U.S. equity portfolios. He analyzes and monitors the various industries and securities held in the portfolios.

Michel Rouette, Senior Portfolio Manager, Global Equities, Addenda Capital

Scott Knight, CFA, FRM

Senior Portfolio Manager, Global Equities

Scott is involved in the management of international, global, and U.S. equity portfolios. He analyzes and monitors the various industries and securities held in the portfolios.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.