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16 March 2023
Beutel Goodman Speaker Series: In Conversation with Amgen Inc.
Members of Beutel Goodman’s investment teams sit down to discuss the important topics on the markets, including inflation and valuations.
More14 March 2023
Sara Shahram To Join Beutel Goodman’s Canadian Equities Team
We are pleased to announce the appointment of Sara Shahram, who will join Beutel Goodman as Vice President, Canadian Equities this May. Most recently, Sara was Portfolio Manager, Canadian Equities, at Empire Life Investments, and she has 20 years of progressive investment industry experience with large Canadian firms. Sara is a CFA charterholder and holds a Bachelor of Commerce degree Read More »
More13 March 2023
Wishful Thinking & the January Effect
By Beutel Goodman’s Fixed Income team A new year generally brings a renewed sense of optimism that often finds its way into securities markets. The “January Effect” was clearly on display in 2023 as stocks and bonds experienced a surge of inflows in the first month of the year. In January, on a total-return basis, the S&P 500 Index Read More »
More21 February 2023
Putting in the Hard Yards on Inflation
By Beutel Goodman’s Fixed Income team In discussing securities markets, conversations can sometimes be high on jargon and low on relatability for the average person. Inflation is something that affects everyone, though — having much less money in our collective pockets is a major concern for investors, consumers, and business owners alike. For that reason, a focus in 2022 Read More »
More13 February 2023
Undefining Value Investing
Regardless of who is winning the growth vs. value debate, we believe that our process is the best way that we can achieve long-term investment excellence for our clients.
More8 February 2023
The Return of Income
By Beutel Goodman’s Fixed Income Team The bond story for 2022 can largely be separated into two parts. The first half of the year saw a historically severe sell-off as central banks began an aggressive rate-hiking cycle due to runaway inflation. This was followed by an easing in the second half of the year as inflation started to peak Read More »
MoreLauren Wright, CPA, CA
Lauren oversees Finance, Administration and Operations for Beutel Goodman. She has over a decade of experience working in different accounting, finance & operations roles. Prior to joining Beutel Goodman, Lauren was VP, Finance & Operations at Sionna Investment Managers. She is a Chartered Professional Accountant and a graduate of Wilfrid Laurier University.
MoreHeddy Hermes
Heddy joined Beutel Goodman in 2023 and has more than 2 years of client relations experience. As a Bilingual Business Development Associate, Heddy is responsible for client service, marketing, and business development activities for Beutel Goodman’s SMA and mutual fund strategies. Before joining Beutel Goodman, Heddy worked at TD bank as a Client Retention Specialist. He enjoys volunteering in his Read More »
More27 January 2023
Beutel Goodman Core Plus Bond Fund wins second successive Fundata FundGrade A+® Award
TORONTO – January 27, 2023 — Beutel Goodman is excited to share that Beutel Goodman Core Plus Bond Fund (“the Fund”) has been recognized at the annual Fundata FundGrade A+® Awards, which were announced on January 27, 2023. The Fund won the 2022 Fundata FundGrade A+® Award in the Canadian Fixed Income category out of a total of 311 funds, Read More »
More12 January 2023
Pat Palozzi to Retire from Beutel Goodman January 31, 2024
TORONTO – January 12, 2023— Beutel Goodman wishes to announce that Pat Palozzi, Vice President and Portfolio Manager, Canadian Equities, plans to retire on January 31, 2024. We would like to take this opportunity to thank Pat for his significant contribution and commitment to Beutel Goodman over almost two decades. In addition to his investment responsibilities, Pat has provided valuable Read More »
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