This is confidential for internal use by advisors only. Not for external distribution to an investor or potential investor.Beutel Goodman Small Cap Fund AI isn’t the only growth story this year While mega-cap tech stocks dominate the headlines, small caps have quietly delivered an impressive 39.4% return year to date.1 They’re often home to innovative businesses that tend to fly under Read More »

By Beutel Goodman Fixed Income Team   The trade relationship between Canada and the United States has a long and fruitful history. So long in fact, that it predates Canadian Confederation and stretches back to the aftermath of the American Revolution and the signing of the Jay Treaty in 1794. Since then, trade between the two neighbours has been upended Read More »

Despite the disruption of the trade war, global equity markets have delivered strong performance in 2025 with major indices reaching record highs. The reasons for this rally, as well as the risks, were discussed in the latest edition of our 3 Key Questions webinar series, which featured Steve Arpin, Manager Director, Canadian Equities and KC Parker, Vice President, Global Equities Read More »

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 September 30, 2025 and discusses the current market environment and how the portfolio Read More »

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 Read More »

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By Beutel Goodman Fixed Income Team (as at August 31, 2025)   The slow march toward tighter credit spreads has continued into Q3/2025, following the peak spread-widening in the wake of the “Liberation Day” announcements. Amid a bull market for credit, Canadian corporate spreads are 8 basis points (bps) tighter quarter to date and 34 bps tighter from the tariff-induced Read More »

As a value manager, Beutel Goodman’s (BG) primary objective is to deliver superior risk-adjusted financial performance to our clients over the long term. We pursue this through the ownership of debt and equity positions in high-quality companies. We have long advocated for sound corporate governance, which we believe is the foundation of the responsible management of a company, including its Read More »

By Beutel Goodman Fixed Income Team (as at July 31, 2025)   Markets appear to have come full circle since the U.S. government announced “Liberation Day” on April 2. Since then, investor sentiment has shifted from the initial fear-driven selloffs to renewed optimism, which is underscored by positive hard economic data. This journey highlights the resilience and adaptability of global Read More »