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 12/31/19. The fund's latest filing disclosed 8BN in positions, representing 50% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 12/31/19. The fund's latest filing disclosed 8BN in positions, representing 50% of the manager's regulatory AUM.
HEXAVEST INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HEXAVEST INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GDX | 4.86% | ETF | -21.31% | -0.75% | 0 | 11% | ||
| JPM | 2.35% | Financials | -35% | -0.04% | 0 | 25% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
HEXAVEST INC. Portfolio Concentration
HEXAVEST INC. Location
1250 RENE-LEVESQUE WEST
SUITE 4200
MONTREAL, PROVINCE QUEBEC, CANADA, H3B 4W8
SUITE 4200
MONTREAL, PROVINCE QUEBEC, CANADA, H3B 4W8
HEXAVEST INC. Contact Information
Phone Number: 514-390-8484
Fax Number: 514-390-1184
Website: null
Fax Number: 514-390-1184
Website: null
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Disclaimer
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