ADDENDA CAPITAL INC. Overview
Addenda Capital Inc. is an investment advisor that manages 21.7 BN dollars in regulatory AUM and has 119 employees, of which 41 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 7% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 7% of the manager's regulatory AUM.
ADDENDA CAPITAL INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ADDENDA CAPITAL INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TD | 7.53% | Financials | -1.77% | -0.49% | 1 | 9% | ||
| RY | 6.97% | Financials | 0.39% | -0.31% | 2 | 4% | ||
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FEATURED IN
ADDENDA CAPITAL INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Normand Carmand | Director | April-2008 |
| Benoit Durocher | Executive Vice-President | April-2008 |
| FranÇOis Cardin | Corporate Secretary, General Counsel And Manager Corporate Affairs | June-2011 |
| Kathy Bardswick | Director | April-2008 |
| Roland Courtois | Director | April-2008 |
| Bruce West | Director | April-2008 |
| Michael J. White | Chairman & Ceo | April-2008 |
| Michel Therien | Director | April-2008 |
| James F. Macdonald | Co-Chief Investment Officer | April-2008 |
| Jean-Marc Prud'Homme | Chief Compliance Officer | December-2009 |
| Robert D. Baldwin | Director | November-2011 |
| Michel Jalbert | Senior Vice-President | July-2011 |
| Jean-Francois Pepin | Co-Chief Investment Officer | January-2012 |
| Roger J. Beauchemin | President And Chief Operating Officer | March-2013 |
| Denis Laverdiere | Director | September-2013 |
| Ian Mckinnon | Senior Vice-President, Core Fixed Income & Head, Corporate Bonds | March-2014 |
ADDENDA CAPITAL INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ADDENDA CAPITAL INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Addenda offers a range of investment solutions including traditional and alternative asset classes. The following describes mandates that will be offered to U.S. based investors.
International (EAFE) and Global Equities
The International Equity Team’s (“IE Team”) investment philosophy is based on the belief that sustainable and repeatable earnings growth creates value for investors over time. The team-based approach utilizes a combination of industry analysis and bottom- up stock selection based on fundamental analysis to construct diversified portfolios composed of 40 to 60 companies. Stock selection focuses on global leaders within sustainable long-term growth industries. The objective is to build portfolios of companies that will consistently deliver double-digit annual earnings growth.
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The research-driven investment process involves three steps.
Step I...
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Addenda offers a range of investment solutions including traditional and alternative asset classes. The following describes mandates that will be offered to U.S. based investors.
International (EAFE) and Global Equities
The International Equity Team’s (“IE Team”) investment philosophy is based on the belief that sustainable and repeatable earnings growth creates value for investors over time. The team-based approach utilizes a combination of industry analysis and bottom- up stock selection based on fundamental analysis to construct diversified portfolios composed of 40 to 60 companies. Stock selection focuses on global leaders within sustainable long-term growth industries. The objective is to build portfolios of companies that will consistently deliver double-digit annual earnings growth.
Page 8
The research-driven investment process involves three steps.
Step I...
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ADDENDA CAPITAL INC. Portfolio Concentration
ADDENDA CAPITAL INC. Location
800 RENE-LEVESQUE BLVD. WEST
SUITE 2750
MONTREAL, QUEBEC, CANADA, H3B 1X9
SUITE 2750
MONTREAL, QUEBEC, CANADA, H3B 1X9
ADDENDA CAPITAL INC. Contact Information
Phone Number: 514-287-7373
Fax Number: 514-287-7200
Website: null
Fax Number: 514-287-7200
Website: null
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