In this video, Rui Cardoso, Managing Director, Head of Global Equities at Beutel Goodman, provides a review of the Beutel Goodman U.S. Large Cap Value strategy.

As co-lead portfolio manager for the strategy, Rui reviews performance, positioning, and portfolio activity as well discusses the current market environment and the recent reconstitution of the Russell Style indices.

 

This video has been prepared for certain Beutel Goodman U.S. Large Cap Value clients and registered advisors and is not for other audiences. Please do not copy or distribute it to other parties. For greater certainty, if you are a registered advisor, it is for your internal use only and not for external distribution to an investor or potential investor.

Note: This recording represents the views of the participants, as at July 13, 2026. It is not intended, and should not be relied upon, to provide legal, financial, accounting, tax, investment or other advice. After the date of this recording FTSE Russell announced changes to certain index data for June 2026. The changes are not material to the information provided however please note that some of the index data referred to in this recording may not be accurate or complete and it should not be relied upon as such.

There is no guarantee the investment strategy’s goals will be achieved, and no assurance that this strategy will mitigate downside risk. Past performance is no guarantee of future results.

Certain portions of this presentation may contain forward-looking statements. Forward-looking statements include statements that are predictive in nature, that depend upon or refer to future events or conditions, or that include words such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “estimates” and other similar forward-looking expressions. In addition, any statement that may be made concerning future performance, strategies or prospects, and possible future action, is also forward-looking statement. Forward-looking statements are based on current expectations and forecasts about future events and are inherently subject to, among other things, risks, uncertainties, and assumptions which could cause actual events, results, performance or prospects to be incorrect or to differ materially from those expressed in, or implied by, these forward-looking statements.

These risks, uncertainties and assumptions include, but are not limited to, general economic, political and market factors, domestic and international, interest and foreign exchange rates, equity and capital markets, business competition, technological change, changes in government regulations, unexpected judicial or regulatory proceedings, and catastrophic events. This list of important factors is not exhaustive. Please consider these and other factors carefully before making any investment decisions and avoid placing undue reliance on forward-looking statements. Beutel Goodman has no specific intention of updating any forward-looking statements whether as a result of new information, future events or otherwise.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemptions, distributions or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Disclosure Notes – Use of Third-Party Data 

The index information contained in this presentation has been obtained from sources believed to be reliable, but we do not represent that it is accurate or complete and it should not be relied on as such. Any index presented in this document is unmanaged, not available for investment and does not incur expenses.

FTSE Russell is a trading name of certain of the London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). “FTSE®” is a trademark of the relevant LSE Group companies and is used under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any referenced indexes or data. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.

Frank Russell Company (“Russell”) is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company. Neither Russell nor its licensors accept any liability for any errors or omissions in the Russell Indexes and / or Russell ratings or underlying data and no party may rely on any Russell Indexes and / or Russell ratings and / or underlying data contained in this communication. No further distribution of Russell Data is permitted without Russell’s express written consent. Russell does not promote, sponsor or endorse the content of this communication.

BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”). Bloomberg or Bloomberg’s licensors own all proprietary rights in the Bloomberg Indices. Bloomberg does not approve or endorse this material, or guarantee the accuracy or completeness of any information herein, or make any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, it shall not have any liability or responsibility for injury or damages arising in connection therewith.