• Our Canadian Equity Capabilities

Canadian Equity






Himanshu Sharma, CFA, MBA

Senior Vice-President & Lead, Canadian Equity & Head of Fundamental Research, Public Equities

Equity Strategy: Canadian Equity

Career began: 1995
At Greystone: 2006

Previous experience:
Research Associate, MGI Securities; Senior Business Analyst, MacKenzie Financial; IT Consultant, IBM Canada; Systems Analyst, Datasoft Technologies USA; Assistant Systems Analyst, Tata Consultancy (India)

Education:
MBA, Richard Ivey School of Business, University of Western Ontario; Bachelor of Technology, Indian Institute of Technology; Chartered Financial Analyst

Location: Regina

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We continually challenge ourselves to find catalysts for earnings growth that the consensus has missed, because we believe this will deliver superior results for our clients.

Himanshu Sharma, CFA, MBA
Senior Vice-President & Lead, Canadian Equity & Head of Fundamental Research,
Public Equities


Why Greystone

Greystone’s cohesive public equities team constructs and maintains a concentrated portfolio of sustainably growing businesses, using a thoughtfully structured process to deliver long-term value for our clients. Using a proprietary blend of quantitative screening, fundamental business analysis and team-based portfolio decision-making, Greystone has earned appealing returns for our Canadian equity clients while carefully managing risk. Three variants of our process are available for clients to use depending on their investment objectives and risk appetites: our growth-oriented Canadian Equity Fund, our income-oriented Canadian Income & Growth Fund and the Greystone Canadian Equity Small Cap Fund which is focused on the higher growth opportunities offered by smaller companies.

Basis Point®

Quarterly performance information and an easy-to-understand explanation of the factors influencing investment returns.

Philosophy

Stock prices respond to growth
in earnings in the long-term.

Building portfolios one stock at a time using a bottom-up approach.

Constructing a concentrated portfolio where every holding has a positive active weight.

Process

Our public equities team utilizes a bottom-up equity selection process using quantitative screening and fundamental qualitative analysis to create and manage a concentrated portfolio of companies with sustainable long-term earnings growth prospects not fully recognized in the market. The result is a focused portfolio of stocks that meet our criteria for long-term sustainable growth.

 

 

Looking for a Multi-asset Class Solution Investment Partner? inquiries@greystone.ca

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