Institutional Expertise. Tailored Service.
our Philosophy
our Offerings
Our strategies consist of high-conviction portfolios of 30 to 40 stocks focused on high quality businesses. Across Global, International and Canadian markets, our equity portfolios invest in businesses with sustainable competitive advantage, return on capital and financial strength. Cidel’s stock selection process is focused on identifying businesses that have the ability to persistently and consistently grow cash flows over long periods of time.
STRATEGIES
- • Global Equity
- • International Equity
- • Equity Income
- • Canadian Equity
- • Canadian Small Cap
- • Sustainable Canadian Equity
- • Sustainable Global Equity
Using duration and sector management, we add value in rising yield environments by managing high grade fixed income investments. Our concentrated fixed income strategies rely on both income generation and capital appreciation to generate returns in all environments with attention to both relative and absolute returns. We take active and significant yield curve, sector, and security positions relative to the benchmark, which creates the possibility of relative out-performance.
STRATEGIES
- • Canadian Core & Corporate Bonds
- • Canadian Preferred Shares
- • Canadian & US Short Term Bonds
- • Impact Bonds
- • Money Market
- • US Bonds
Cidel’s multi-manager alternative investment strategies are constructed by an experienced team to optimize client portfolios. Clients benefit from Cidel’s deep expertise and our access to best-in-class asset managers across both public markets (i.e. hedge funds) and private markets (i.e. private equity and private credit). Cidel’s portfolio management team has a disciplined approach, employing a thorough manager selection process, careful portfolio construction, risk management and ongoing monitoring. Strategies are designed to complement traditional fixed income and equity portfolios or can be used to manage specific risks.
STRATEGIES
Public Market Alternatives
- • Absolute Return
- • Enhanced Absolute Return
- • Credit Opportunities
Private Market Alternatives
- • Alternative Income
- • Private Markets
- • Co-Investments
Header
$ 27.1 B+
ASSETS UNDER ADMINISTRATION
$ 9.1 B+
ASSETS UNDER Management
21
Investment Professionals
26
YEARS OF EXPERIENCE
Responsible Vision
Cidel is a signatory of the United Nations-supported principles for Responsible Investment (UN PRI), the world’s leading proponent of responsible investing.
These principles closely align with Cidel’s investment approach and long-term focus, as the firm aims to preserve and grow client capital by investing in businesses that can deliver sustainable cash flow growth over time.
