Pierre Lussier

CDPQ uses constructive capital to create new opportunities and position businesses for success – in private equity, equity markets, private credit, infrastructure and real estate. Each asset class has a specific risk-return profile and brings together various specialized portfolios and mandates. These are composed of liquid and less liquid securities and are managed in an integrated manner mainly internally. They are convinced that sustainable investing is a fundamental vector of long-term returns.

SIPAR believes that the quality of their portfolios is based on their rigorous selection process for target companies. Thorough analysis of the strategic plan, detailed examination of financial reports and a study of the company's financial history are undertaken during the due diligence process in order to confirm the quality of the execution of the management team. In-house financial models, based on established valuation parameters, for each company determine an estimated target price, an accurate risk valuation and an assessment of the expected returns. A final decision on the investment parameters concludes the due diligence process, which is periodically re-implemented to re-evaluate companies in SIPAR's portfolios. They select companies with outstanding fundamental qualities that can potentially generate above sector-average growth. They seek Québec-based companies (public or going public) starting from a small capital base and targeting a dominant niche market position using the following criteria: a reliable management team, corporate governance in accordance with TSX guidelines, growth companies believed to have potential to become market leaders, undervalued companies and companies in turn-around situations.

CTI Fonds Mutuels' investment strategy is based on their development of an understanding of the economic, political, business and social environments. The firm begins with this global market vision and employs a combination of fundamental analysis and quantitative models that forecast macroeconomic trends and selecting the most promising securities. The CTI Strategic Growth Fund's objective is to realize maximum potential growth from the Canadian stock market and to maximize medium and long-term capital appreciation. Assets are invested primarily in common shares issued by small or medium-sized Canadian public companies offering medium- and long-term potential performance. To be selected, securities must demonstrate superior value and above average growth potential. The CTI Canadian Equity Fund seeks to generate sustained medium and long-term capital growth in order to realize high returns superior to the TSE 300 composite index. Assets are invested mainly in common Canadian shares issued by the largest public companies in Canada, based on market-cap. Security Selection is implemented after a quantitative procedure where only securities with specific financial ratios and that offer potential high returns are retained. The CTI Canadian Bond Fund seeks to maximize returns, generate medium- and long-term capital appreciation and provide stable current income. Assets are invested mainly in the three levels of Canadian government bonds. They are also invested in Canadian corporate debentures. Selected securities are of top quality and have significant liquidity.

Operates as a securities brokerage firm that offers asset management and investment research services

Functions as a College/University

Eterna favors a global, methodical and long-term approach. The firm prioritizes capital preservation and reasonable growth of their assets through investments in high-quality companies with attractive valuations. They strive for a healthy balance between company performance and associated risks.