HEXAVEST INC. Overview

Hexavest Inc. is an investment advisor that manages 16 BN dollars in regulatory AUM and has 44 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 6BN in positions, representing 35% of the manager's regulatory AUM.

HEXAVEST INC. StockAlpha

-1.4%
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

HEXAVEST INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.85% Tech -2.99% -0.06% 0 42%
PFE 3.22% Health -5.8% -0.04% 0 34%
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FEATURED IN
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HEXAVEST INC. Founders and Key Employees

Name Title In Position Since
Vital Proulx President And Director April-2004
Denis Rivest Director April-2004
Frederic Imbeault Director April-2004
Robert Brunelle Director April-2004
Marc Christopher Lavoie Director April-2004
Michel Lajoie Chief Compliance Officer August-2007
Jean-Rene Adam Director March-2010

HEXAVEST INC. Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

HEXAVEST INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investment Philosophy
Hexavest’s investment philosophy and style can be best described by the following points:

• Hexavest believes that it possesses an edge in analyzing macroeconomic factors and in identifying excesses at the stock selection level. Therefore, the Hexavest process is predominantly top-down.
• Actively managing multiple drivers of performance (regions, countries, currencies, sectors, industries, and stocks), maximizes the chances of success while minimizing the portfolio's risk. This is why many types of decisions go into the construction of client portfolios which are, as a result, well diversified.
• A great emphasis is placed on preserving client capital. As a result, our portfolios typically have a value bias.
• The vast quantity of financial and economic data readily available makes it difficult for any individual or any team to objectivel...
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HEXAVEST INC. Portfolio Concentration

HEXAVEST INC. Location

1250 RENE-LEVESQUE WEST
SUITE 4200
MONTREAL, PROVINCE QUEBEC, CANADA, H3B 4W8

HEXAVEST INC. Contact Information

Phone Number: 514-390-8484
Fax Number: 514-390-1184
Website:

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