In this video, Kimberley Woolverton, Managing Director, Head of Institutional at Beutel Goodman speaks with the firm’s Managing Director, Head of Global Equities, Rui Cardoso, who is co-portfolio manager for the Beutel Goodman U.S. Large Cap Value strategy.

Rui reviews the performance of the strategy as at December 31, 2025 and discusses the current market environment and how the portfolio is positioned, including recent portfolio activity.

 

 

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 January 19, 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 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.