Portfolio Managers
Company Profile

Addenda Capital
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.
Addenda's team of over 50 investment professionals focus on leveraging extensive in-house fundamental research capabilities and an unwavering commitment to ESG principles in managing overall portfolio risks. Addenda considers Environmental, Social and Governance factors in the investment and decision making process and are signatories of the United Nations' Principles for Responsible Investment.
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 3 to 5 year long-term build of buying companies and not stocks.
They look at investing from the bottom up emphasizing sustained earnings growth and large cap high quality companies. The strategy generates alpha when the companies they buy grow faster than the benchmark, not by trading around positions. The portfolio management team works from an small investable universe of approximately 150 names from which they render down to 40-60 high conviction names that demonstrate strong financials, presence in sustainable growth industries and non-commoditized business models.
Funds Managed
NEI International Equity RS Fund
Category:
International Equity
Lead Managers:
Ian Scullion
Annie Laliberté
Michel Rouette
Scott Knight
Lead Managers
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Ian Scullion, CFASenior Portfolio Manager, Global Equities
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.
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Annie Laliberté, CFAVice-President, Global Equities
Annie leads the Global Equity team. She is involved in the management of International, Global, and US Equity portfolios. She also analyzes and monitors the various industries and securities held in the portfolios.
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Michel Rouette, FSA, FCIASenior Portfolio Manager, Global Equities
Michel is involved in the management of International, Global, and US Equity portfolios. He analyzes and monitors the various industries and securities held in the portfolios.
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Scott Knight, CFA, FRMSenior Portfolio Manager and Head of Research, Global equities
Scott is involved in the management of International, Global, and US Equity portfolios and oversees the Global Equity team's fundamental research efforts. He analyzes and monitors the various industries and securities held in the portfolios.
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