Since 1967, Beutel Goodman has specialized in applying a value approach to the management of domestic and global equity, balanced and fixed income mandates for institutional and individual investors. Cash flow analysis forms the foundation for both equity and fixed income analysis and valuation. For the fixed income side strong free cash flows facilitates debt repayment and safety of principal. For the equity side strong free cash flows provide the financial flexibility to support organic growth and profitability, make strategic acquisitions, buy back shares and pay dividends.
Beutel Goodman's in-depth, and bottom up investment style leads to investments in strong companies with less cyclicality for fixed income mandates and more value upside for equity mandates.
The institutional division specializes in segregated and pooled fund management for pension plans, endowments / foundations, First Nations, insurance companies, and corporations.
Beutel Goodman Private Client Group, a distinct operating division of Beutel Goodman, manages assets for individuals, their holding companies, estates and trusts, First Nations and foundations. Private clients may invest in either private pooled funds ($250,000 and greater) or in segregated portfolios ($2 million and greater).
We also offer a family of mutual funds available to individuals via their investment advisors.