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

As co-portfolio manager for the strategy, Rui provides an overview of the Beutel Goodman investment approach and reviews the short- and long-term performance of Beutel Goodman U.S. Large Cap Value. He also discusses the current momentum-led market and how the narrative appears to be shifting amid extremes in valuations and concentration.

 

 

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 October 15, 2025. It is not intended, and should not be relied upon, to provide legal, financial, accounting, tax, investment or other advice. 

There is no guarantee the investment strategy’s goals will be achieved, and no further 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.