Home / Leaderboard / Fiera Capital Corporation
Fiera Capital Corporation
Jean-Guy Desjardins · Asset Manager · Multi-Strategy
Fiera Capital Corporation is an independent global asset management firm headquartered in Montreal, Canada. Founded in 2003 by Jean-Guy Desjardins, the firm has grown through strategic acquisitions to become one of Canada's leading independent asset managers. Fiera Capital provides a comprehensive range of investment solutions across public and private market asset classes, including equities, fixed income, asset allocation, and alternative strategies such as real estate, infrastructure, and private credit. The firm serves a diverse global clientele comprising institutional, financial intermediary, and private wealth clients across North America, Europe, and Asia. Fiera Capital is characterized by its research-driven, active management approach, leveraging the expertise of over 250 investment professionals to deliver sustainable wealth and long-term alpha for its clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +8.4% |
| YTD return | +4.8% |
| Sharpe ratio | 1.58 |
| Win rate | 23% |
| AUM | $14.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $14.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.fieracapital.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 11.4% | +46.6% |
| GOOGL | Alphabet Inc Class A | 10.9% | +41.8% |
| MSFT | Microsoft Corporation | 9.4% | -1.0% |
| MCO | Moodys Corporation | 7.4% | -2.0% |
| MA | Mastercard Inc | 7.1% | +1.8% |
| CME | CME Group Inc | 5.3% | +5.7% |
| IHG | InterContinental Hotels Group PLC ADR | 5.0% | +17.9% |
| AMZN | Amazon.com Inc | 4.8% | -3.4% |
| AZO | AutoZone Inc | 4.7% | -26.6% |
| TJX | The TJX Companies Inc | 3.8% | -12.2% |
| JNJ | Johnson & Johnson | 3.8% | +40.9% |
| SHW | Sherwin-Williams Co | 3.7% | -3.4% |
| QSR | Restaurant Brands International Inc | 3.6% | -2.7% |
| MSCI | MSCI Inc | 3.5% | -1.2% |
| WCN | Waste Connections Inc | 2.9% | -9.0% |
| MTD | Mettler-Toledo International Inc | 2.9% | +8.6% |
| UNH | UnitedHealth Group Incorporated | 2.7% | -5.5% |
| CARR | Carrier Global Corp | 2.5% | -15.9% |
| ASML | ASML Holding NV ADR | 2.5% | -2.0% |
| KLAC | KLA-Tencor Corporation | 2.4% | -4.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | MCO | 7.6% → 7.4% |
| Sep 7, 2026 | SELL | SHW | 3.7% → 3.7% |
| Sep 7, 2026 | SELL | IHG | 5.1% → 5.0% |
| Sep 7, 2026 | SELL | LIN | 2.3% → 0.0% |
| Sep 7, 2026 | BUY | WCN | 2.9% → 2.9% |
Investment Style Analysis
Fiera Capital Corporation is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $14.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Financial Data & Stock Exchanges and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Fiera Capital Corporation made a significant move by reducing the position in MCO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Fiera Capital is a research-driven investment firm that believes disciplined, methodical analysis and the consistent application of a rigorous investment approach produce superior performance. Its active management model stresses teamwork and the free exchange of ideas among highly experienced investment professionals. The firm's internal fundamental research capabilities are central to its strategy; independent bottom-up fundamental research forms the cornerstone of its equity strategies, while rigorous top-down fundamental research drives its actively managed fixed income strategies. This dual approach is designed to optimize returns while striving for capital preservation across all market environments.
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 Fiera Capital Corporation.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -3.2%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.6%
- Wolverine Trading, LLC — Robert Bellick · 3M -3.6%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -4.4%
Frequently asked questions
How is the simulated portfolio for Fiera Capital Corporation 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 Fiera Capital Corporation's largest holding?
As of the latest filing, Fiera Capital Corporation's top position is Taiwan Semiconductor Manufacturing (TSM), representing 11.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Fiera Capital Corporation's historical performance and risk profile?
Our simulation indicates a total return of +8.4% with a win rate of 23%. Notably, the portfolio maintains a Sharpe Ratio of 1.58, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Fiera Capital Corporation primarily invest in?
Fiera Capital Corporation has a strong preference for the Financial Data & Stock Exchanges sector, which makes up 16.2% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Fiera Capital Corporation's portfolio concentrated or diversified?
Fiera Capital Corporation runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Fiera Capital Corporation performed in 2026?
Our AI-simulated model portfolio for Fiera Capital Corporation tracks a Year-to-Date (YTD) return of +4.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jean-Guy Desjardins manage Fiera Capital Corporation directly?
Yes, Jean-Guy Desjardins serves as the key portfolio manager for Fiera Capital Corporation, overseeing the investment strategy and final capital allocation decisions.