Funding to drive investments into securities
in Emerging Markets, including Saudi
Arabia, Greece,
Vietnam, Mexico, Indonesia, and the
Philippines.
MONTREAL and NEW
YORK, Feb. 18, 2025 /PRNewswire/ - Fiera
Capital Corporation ("Fiera Capital") is pleased to announce a
$100 million USD seed investment into
the Oaks EM Select strategy (the "Strategy") in the U.S. in a
privately offered fund sponsored and advised by Fiera Capital Inc.
("Fiera USA") and sub-advised by
Fiera Capital (UK) Limited ("Fiera UK", and together with Fiera
Capital and Fiera USA, "Fiera").
The investment, sourced from one of the largest U.S. pension plans
known for its strategic defined benefit allocations, significantly
enhances the Strategy's financial capacity and underscores Fiera's
commitment to expanding its presence in high-growth emerging
markets. The Strategy began operating in the UK in 2021 with an
internal seed investment from the Fiera UK portfolio management
team.
The Strategy, led by Stefan Böttcher and Dominic Bokor-Ingram, focuses on identifying
high-potential, under-researched securities in key emerging markets
such as Saudi Arabia, Greece, Vietnam, Mexico, Indonesia, and the
Philippines. Fiera believes that this innovative approach
addresses growing investor demand for diversification beyond the
traditional "Big Six" emerging markets—China, Taiwan, Korea, India, Brazil, and South Africa—by targeting regions
with robust growth dynamics that are often overlooked by mainstream
investors.
"We believe that this seed investment reflects a belief in our
portfolio management team's proven ability to uncover and
capitalize on opportunities in markets that are typically
under-allocated and underserved by sell-side research," said
Dominic Bokor-Ingram, Senior
Portfolio Manager for Emerging and Frontier Markets at Fiera UK.
"We believe that with our deep expertise and disciplined investment
process, we are well-positioned to deliver strong, risk-adjusted
returns for our investors."
In the U.S., the Strategy operates as a pooled fund structured
as a Delaware limited partnership.
Fiera believes that this structure provides an efficient framework
for custody and administration.
"As we move into 2025, our focus remains on identifying and
capitalizing on promising opportunities that align with our
investment philosophy," added Bokor-Ingram. "The evolving global
investment landscape underscores the importance of innovative
strategies in emerging and frontier markets, and we are committed
to leading the way in this space."
About Fiera Capital Inc.
Fiera USA, the U.S. division of
Fiera Capital, is an investment adviser based in New York City registered with the Securities
and Exchange Commission ("SEC"). Registration with the SEC does not
imply a certain level of skill or training.
About Fiera Capital (UK) Limited
Fiera UK, the UK division of Fiera Capital, is authorized and
regulated by the Financial Conduct Authority and registered with
the SEC as investment adviser. Registration with the SEC does not
imply a certain level of skill or training.
About Fiera Capital Corporation
Fiera Capital is an independent asset management firm with a
growing global presence. Fiera Capital delivers customized and
multi-asset solutions across public and private market asset
classes to institutional, financial intermediary and private wealth
clients across North America,
Europe and key markets in
Asia and the Middle East. Fiera Capital's depth of
expertise, diversified investment platform and commitment to
delivering outstanding service are core to our mission of being at
the forefront of investment management science to create
sustainable wealth for clients. Fiera Capital trades under the
ticker FSZ on the Toronto Stock Exchange.
Headquartered in Montreal,
Fiera Capital, with its affiliates in various jurisdictions, has
offices in several cities around the world, including New York (U.S.), London (UK), Hong
Kong (SAR) and Abu Dhabi
(ADGM).
Each affiliated entity of Fiera Capital (each, an "Affiliate")
only provides investment advisory or investment management services
or offers investment funds in the jurisdictions where the Affiliate
is authorized to provide services pursuant to an exemption from
registration and/or the relevant product is registered.
Fiera Capital does not provide investment advice to U.S. clients
or offer investment advisory services in the U.S. In the U.S.,
asset management services are provided by Fiera Capital's
Affiliates who are investment advisers that are registered with the
SEC or exempt from registration. Registration with the SEC does not
imply a certain level of skill or training.
Additional information about Fiera Capital, including Fiera
Capital's annual information form, is available on SEDAR+ at
www.sedarplus.ca.
Not an Offer or Sale and Not Investment Advice
The information presented is for informational purposes only and
is not intended to be, and should not be construed as, an offer to
sell, or the solicitation of an offer to buy, any investment
product. Any such offer or sale will only be made to qualified
investors via applicable Strategy offering materials. The
information presented, in whole or in part, is not investment, tax,
legal or other advice, nor does it consider the investment
objectives or financial circumstances of any investor.
Forward-Looking Statements
This information presented may contain "forward-looking
statements" which reflect the current expectations of Fiera Capital
and/or its Affiliates. These statements reflect current beliefs,
expectations, and assumptions with respect to future events and are
based on information currently available. Although based upon what
Fiera Capital and/or its Affiliates believe to be reasonable
assumptions, there is no guarantee that actual results,
performance, or achievements will be consistent with these
forward-looking statements.
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SOURCE Fiera Capital Corporation
