• Our Global Equity Capabilities

Global Equity






Jeff Tiefenbach, CFA

Chief Investment Officer, Public Equities

Equity Strategy: Lead, Global Equity and International Equity

Career began: 1993
At Greystone: 2005

Previous experience:
Vice-President, U.S. Equities, Phillips, Hager & North; Vice-President, Global Equities, Phillips, Hager & North; Analyst, Global Equities, Phillips, Hager & North; Investment Analyst, Equities, Crown Life Insurance; Investment Analyst, Fixed Income, Crown Life Insurance

Education:
BA (Hons), Business Administration, University of Western Ontario; Chartered Financial Analyst

Location: Regina

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We believe a cohesive team that identifies companies with positive business momentum, high profitability and reasonable valuations can generate desired results for clients.

Jeff Tiefenbach, CFA
Chief Investment Officer, Public Equities


Why Greystone

Greystone’s cohesive global equity 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 the regional strategies to construct a global equity selection pool, a blend of screening, fundamental business analysis, and team-based portfolio decision-making, the Greystone Global Equity team has earned appealing returns while carefully managing risk. Two variants of our process are available for clients to use depending on their investment objectives and risk appetites: our growth-oriented Global Equity Fund and our income-oriented Global Income & Growth Fund.

Greystone Macro to Micro

Greystone Macro to Micro

In this article, we highlight how our three-step investment process focuses attention on companies with sustainable and diverse business momentum drivers, regardless of what point in the cycle we are in. Through this approach, we provide examples of companies we invest in that are less impacted by what could be sustained wage growth inflation.

Read more about Inflation and the Impact on Public Equities »

What Growth Means to Greystone

What Growth Means to Greystone

Our Public Equities investment team takes you behind the scenes to better understand the team’s active management and growth style of Greystone’s public equities franchise.

Learn more about Greystone's growth style »

Philosophy

A company’s stock price reacts positively to growth in earnings and cash flow.

Indicators of sustainable earnings growth appear at the company level before they impact stock prices.

Concentrated portfolios, diversified across industries and geographic regions, deliver the most impact.

Process

Our rigorous bottom-up selection process seeks sustainable earnings growth characteristics and incorporates them into a concentrated portfolio of companies across industries and geographic regions. We use a three step investment process that includes the construction of a global equity selection pool from securities held in our regional portfolios; screening and fundamental analysis to identify the “best stock ideas;” and lastly, team vetting and decision-making. Our concentrated portfolios have high impact growth characteristics that apply regional, sector and single stock risk controls to ensure diversification. Our Global Equity mandate holds 50-80 names, while our Global Income & Growth mandate holds 45-55 names.

 

 

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

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