To be better invested with Allard, Allard & Associés.

A homegrown firm serving Canadian institutional investors. Team up with a proven, quality partner to achieve your goals.


Added value of the Canadian equity strategy since 1995

From July 1, 1995 to March 31, 2024. Annualized return of 11.9% vs. 8.4% for the S&P/TSX Index.


Added value of the global equity strategy since 2009

From January 1, 2009 to March 31, 2024. Annualized return of 12.0% vs. 9.6% for the Global Value Index.


Down-market capture ratio in Canadian equities since 1995

From July 1, 1995 to March 31, 2024. Our Canadian equity strategy captured only 76% of the S&P/TSX market declines.


Information ratio of the Canadian equity strategy since 1995

Our Canadian equity portfolio stood out from the S&P/TSX index.This ratio measures the magnitude of the added-value.

One approach, one style, one team.

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.

ESG is also to be better invested.

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).

Our Value-based philosophy: One bird in the hand is worth two in the bush

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.

Risk Management

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.

Added Value

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.

Carolyn Cartier-Hawrish, Manager, Quebec Emerging Manager Program (QEMP) Customer from 2016 to 2023

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.

Louise Charette, Independant advisor, Quebec Emerging Manager Program (QEMP) Customer from 2016 to 2023

In addition to the excellent returns, one of Allard, Allard & Associés’ strength is the personalized service and accessibility of the portfolio managers.

Gilles Dagenais, Vice-president, Royal Lepage Commercial Customer since 1995

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