Founded
1988

Headquarters
Regina, SK

Clients*
Campbell Company of Canada
Saskatchewan Teachers'
Federation
Queen's University

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Greystone Managed Investments
Trusted by pensions to grow assets with a secure and disciplined approach.

Portfolio management bio
Greystone Managed Investments is one of Canada's largest and most-respected institutional money managers. Greystone serves institutional clients across Canada and private wealth clients through third-party distribution arrangements. Their expertise is available exclusively to Canadian retail mutual fund investors through Hartford Investments.

Investment philosophy
Greystone believes that quantitative and qualitative methodologies best come together under the umbrella of a team approach to create great portfolios. As a growth manager who believes diversification is essential to managing risk, Greystone keeps their eyes on high-impact characteristics such as earnings growth, earnings surprise and revision, while conducting in-depth qualitative research (such as meeting with management) to ensure the right pick for the portfolio.

• Hartford Canadian Balanced Fund: A pure Canadian balanced mandate built with a neutral (top-down) allocation of 55 percent equity, 35 percent bonds and 10 percent cash. The equity portion is consistent with the Hartford Canadian Stock Fund and paired with high quality fixed income.
  Category: Canadian balanced.
• Hartford Canadian Dividend Growth Fund: Invests primarily in dividend-paying Canadian companies, building a concentrated portfolio of approximately 25 equally weighted holdings to produce a predictable stream of income.
  Category: Domestic equity.
• Hartford Canadian Stock Fund: Seeks long-term capital growth and current income by investing in Canadian companies. This pure Canadian portfolio is built with 30 to 50 growth holdings.
  Category: Domestic equity
• Hartford U.S. Dividend Growth Fund: Invests primarily in dividend-paying U.S. stocks and builds a concentrated portfolio of 25 equally weighted holdings.
  Category: Global and international equity.

Learn more about the mutual funds managed by Greystone Managed Investments.

*The list of clients who have agreed to disclose their names does not constitute a recommendation or endorsement.