Firm History

Genus is an independent, Western-based investment management firm managing $1.2 billion in assets with a consistent track record spanning more than two decades. Founded in 1989, Genus offers portfolio management services to pension funds, foundations & endowments, governments, colleges & universities, aboriginal communities, individuals & families. Our expertise encompasses conventional equity and fixed income asset classes, alternative strategies, and specialty mandates. We also manage socially screened portfolios and provide Canadian equity, global equity and bonds under the banner of our Fossil Fuel Free portfolios.

Our consistent and distinctive investment approach, original research, emphasis on risk management and solid long-term performance are four of our differentiating strengths.

Investment Philosophy

We believe that balanced, diversified portfolios of high quality stocks and bonds that are held for long-term performance objectives are the best way to achieve our objectives. Genus works with clients and their advisors to derive the appropriate investment policy and asset mix to meet specific objectives, return expectations and predetermined levels of risk tolerance.

All of our clients’ assets are managed by our investment management team, with the same overriding philosophy composed of the following:

• A style-diversified approach.
• A process that removes emotion and applies discipline.
• Strong attention to risk management.

For fixed income, we are partnered with Addenda Capital, one of the top bond teams in Canada. Addenda Capital has a dedicated team of 43 investment professionals managing $31 billion in assets under management. Addenda Capital’s investment philosophy is based on a dynamic management style and interest rate anticipation. A rigorous, disciplined approach balances active duration, yield curve, and spread management as well as individual security selection. Duration management remains the core value-creation strategy. It is the foundation of Addenda Capital’s investment process and represents approximately 70% of value-added over time.

Reporting & Communications with Clients

We take pride in delivering customized and personalized reporting to our clients, in response to their needs. Our client service is responsive, flexible and personal, and our client reports are meaningful and easy to understand. We keep clients informed about what is happening in the markets, how they are doing and what we are doing to manage their investment performance. Our website provides clients with online access to account information. We also host annual seminars for private clients and non-profit and foundation clients.