Since 1995, our portfolios have outperformed benchmarks over full market cycles while better preserving capital during market downturns, resulting in better long-term returns.
To be better invested with Allard, Allard & Associés.
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Added value of the Canadian equity strategy since 1995
From July 1, 1995 to June 30, 2023. Annualized return of 12.0% vs. 8.1% for the S&P/TSX Index.
Added value of the global equity strategy since 2009
From January 1, 2009 to June 30, 2023. Annualized return of 11.3% vs. 8.9% for the Global Value Index.
Down-market capture ratio in Canadian equities since 1995
From July 1, 1995 to June 30, 2023. Our Canadian equity strategy captured only 75% of the S&P/TSX market declines.
Information ratio of the Canadian equity strategy since 1995
From July 1995 to June 2023. Our Canadian equity portfolio stood out from the S&P/TSX index.This ratio measures the magnitude of the added-value.
Be better invested for decades
Superior returns resulting from a simple and proven approach based on logical principles, applied in a rational, disciplined and independent manner for nearly 30 years.
Drawing on our years of experience, reinforced through our numerous diplomas and professional designations, our team offers you a complete range of financial expertise.
Always and only in your best interest, without any external pressure, we carry out our own rigorous evaluation of investment opportunities.
We don’t do things the way others do. We apply a pure bottom-up approach, our portfolios are concentrated and our positions are equally weighted.
As business-minded people, we believe that our proven approach, executed with rigor, will continue to generate superior returns over the long term.
We integrate environmental, social, and governance (ESG) factors into our investment decisions and are a signatory to the United Nations Principles for Responsible Investment (PRI).
We invest in quality, profitable companies with strong balance sheets, while ensuring that we pay a fair price. Companies with a proven business model that will last. This approach yields better long-term results than trying to find ground-breaking companies.
AA&A is committed to adhering to the codes of ethics dictated by the CFA Institute and the Autorité des marchés financiers (AMF).
All employees adhere to our compliance manual which is read and signed on an annual basis.
For us, the backbone of our risk management is our in-depth knowledge of the securities in the portfolio. Portfolios are monitored in real time (performance, weightings, prices) through our integrated internal portfolio management system.
Our superior returns have been generated within a controlled framework, thanks in part to the guidelines we set for weighting by security, sector, geography, cash level, number of securities and market capitalization, thereby minimizing risk.
We believe that buying profitable companies with sustainable business models at the right price, that are financially resilient and that generate cash flow, has the potential to add significant value over the long term. This belief has enabled us to generate a strong outperformance since our inception.
AA&A’s unwavering “Value” style approach and its rigorous, disciplined and rational process have enabled them to generate consistent returns that exceed their benchmarks since the launch of their strategies.
I am proud that you held on despite the intense pressure. The courage it took not to change your approach reassures me that your team is of institutional caliber.
In addition to the excellent returns, one of Allard, Allard & Associés’ strength is the personalized service and accessibility of the portfolio managers.