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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 6% of the manager's regulatory AUM.

ADDENDA CAPITAL INC. StockAlpha

-6.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ADDENDA CAPITAL INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TD 7.5% Financials 13.46% -0.41% 1 6%
RY 6.11% Financials 11.7% -0.47% 1 5%
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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 CAPITAL INC. Portfolio Concentration

ADDENDA CAPITAL INC. Location

800 RENE-LEVESQUE BLVD. WEST
SUITE 2750
MONTREAL, QUEBEC, CANADA, H3B 1X9

ADDENDA CAPITAL INC. Contact Information

Phone Number: 514-287-7373
Fax Number: 514-287-7200
Website:

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