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Founded
1967
Headquarters
Toronto, ON
Clients*
BMO Financial Group
Manitoba Telecom
University of Western Ontario
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Beutel, Goodman & Company
Building wealth and preserving capital by focusing on value.
Portfolio management bio
Beutel, Goodman & Company Ltd. specialize in Canadian equity, balanced and fixed income mandates for both institutional and individual investors. Renowned for their focus on capital preservation, Beutel Goodman is among Canada's fastest growing pension and high net worth managers.
Investment philosophy
Beutel Goodman maintains a conservative, value approach that focuses on capital preservation. They believe that:
- Business value is determined by the present value of sustainable free cash flow
- Low valuations outperform high valuations
- Purchasing of companies below business value yields best results
Funds managed
- Hartford Canadian Value Fund: The fund's objective is to achieve long-term capital appreciation by investing in common shares of established Canadian issuers, undervalued relative to their intrinsic value.
Category: Domestic equity.
- Hartford Canadian Dividend Fund: The fund seeks to achieve a balance of dividend income and capital growth by investing in dividend-paying securities, high-yield preferred shares and interest-bearing securities.
Category: Domestic equity.
Learn more about the mutual funds managed by Beutel, Goodman & Company.
*The list of clients who have agreed to disclose their names does not constitute a recommendation or endorsement.
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