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Scotiabank Global Banking and Markets, Asset Management Division
Neal Kerr · Asset Manager · Multi-Strategy
Scotia Global Asset Management is the dedicated investment management division of Scotiabank, primarily operating through its subsidiary 1832 Asset Management L.P. With over 65 years of portfolio management history, the division provides a comprehensive suite of investment solutions to retail, institutional, and private client investors across Canada and international markets. It manages a wide array of products including mutual funds, ETFs, liquid alternatives, and customized institutional mandates. The firm operates a multi-brand platform that includes recognized names such as Dynamic Funds and Jarislowsky Fraser. Supported by the global resources and financial strength of the Bank of Nova Scotia, the division focus is on delivering sustainable, long-term risk-adjusted returns through a disciplined investment process and rigorous risk oversight.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.5% |
| YTD return | +14.8% |
| Sharpe ratio | 4.24 |
| Win rate | 68% |
| AUM | $9.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $9.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.scotiagam.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 12.4% | -1.3% |
| GOOGL | Alphabet Inc Class A | 12.0% | +42.2% |
| AAPL | Apple Inc | 11.9% | +32.7% |
| AMZN | Amazon.com Inc | 8.4% | +14.3% |
| NVDA | NVIDIA Corporation | 8.0% | +21.4% |
| V | Visa Inc. Class A | 6.2% | +4.1% |
| JPM | JPMorgan Chase & Co | 6.1% | +10.2% |
| BRK-A | Berkshire Hathaway Inc | 3.9% | +1.8% |
| META | Meta Platforms Inc. | 3.8% | +9.0% |
| JNJ | Johnson & Johnson | 3.6% | +43.6% |
| COST | Costco Wholesale Corp | 3.5% | -2.1% |
| CRWD | Crowdstrike Holdings Inc | 3.3% | +30.3% |
| BIP | Brookfield Infrastructure Partners LP | 2.7% | +8.4% |
| PANW | Palo Alto Networks Inc | 2.3% | +31.0% |
| AEM | Agnico Eagle Mines Limited | 2.1% | +32.6% |
| AVGO | Broadcom Inc | 2.1% | +8.3% |
| SHOP | Shopify Inc | 2.1% | -0.4% |
| HD | The Home Depot Inc | 2.0% | -18.1% |
| WMT | Walmart Inc. Common Stock | 2.0% | +7.6% |
| TSM | Taiwan Semiconductor Manufacturing | 1.7% | +4.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | GOOGL | 11.9% → 12.0% |
| Sep 21, 2026 | SELL | PANW | 2.4% → 2.3% |
| Sep 21, 2026 | BUY | AEM | 2.0% → 2.1% |
| Sep 21, 2026 | SELL | WM | 1.8% → 0.0% |
| Sep 21, 2026 | BUY | BIP | 2.9% → 2.7% |
Investment Style Analysis
Scotiabank Global Banking and Markets, Asset Management Division is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $9.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Scotiabank Global Banking and Markets, Asset Management Division made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy is centered on high-conviction active management supported by a robust risk management framework. By leveraging deep fundamental research and a repeatable investment process, the firm's multi-disciplined teams aim to identify high-quality assets across equities, fixed income, and alternative strategies. The philosophy emphasizes long-term value creation and capital preservation, integrating environmental, social, and governance (ESG) factors into decision-making to better manage risk and uncover opportunities. This approach combines local market expertise with global perspectives to provide diversified solutions tailored to the unique goals and risk tolerances of their global client base.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Scotiabank Global Banking and Markets, Asset Management Division.
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Frequently asked questions
How is the simulated portfolio for Scotiabank Global Banking and Markets, Asset Management Division constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Scotiabank Global Banking and Markets, Asset Management Division's largest holding?
As of the latest filing, Scotiabank Global Banking and Markets, Asset Management Division's top position is Microsoft Corporation (MSFT), representing 12.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Scotiabank Global Banking and Markets, Asset Management Division's historical performance and risk profile?
Our simulation indicates a total return of +18.5% with a win rate of 68%. Notably, the portfolio maintains a Sharpe Ratio of 4.24, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Scotiabank Global Banking and Markets, Asset Management Division primarily invest in?
Scotiabank Global Banking and Markets, Asset Management Division has a strong preference for the Software - Infrastructure sector, which makes up 18.0% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Scotiabank Global Banking and Markets, Asset Management Division's portfolio concentrated or diversified?
Scotiabank Global Banking and Markets, Asset Management Division runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Scotiabank Global Banking and Markets, Asset Management Division performed in 2026?
Our AI-simulated model portfolio for Scotiabank Global Banking and Markets, Asset Management Division tracks a Year-to-Date (YTD) return of +14.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Neal Kerr manage Scotiabank Global Banking and Markets, Asset Management Division directly?
Yes, Neal Kerr serves as the key portfolio manager for Scotiabank Global Banking and Markets, Asset Management Division, overseeing the investment strategy and final capital allocation decisions.