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Synchronizing Disciplines, Driving Results
Genus is a premier independent investment boutique with a distinguished 20-year track record of delivering reliable and consistent returns, effective risk management and exceptional service to institutions, unions, foundations, First Nations groups and private investors.
Investment Management with Genus
At Genus, our mission is to achieve exceptional results for our clients and provide an unrivaled experience while serving their best interests. We recognize the different needs of every client. Our capabilities and wide product range are designed around meeting these needs. We offer custom-built, globally-diversified portfolios to meet specific return expectations, cash flow needs and tolerance for risk.
Clients can choose to have their portfolios managed on either a pooled or segregated basis.
Adding Value for Clients
We believe the real opportunity to achieve superior results is in establishing and adhering to an appropriate long-term investment strategy, and relying on superior security selection within asset classes to add value, over and above the returns of the markets.
Over the course of two decades, our style-diversified approach and focus on security selection has delivered consistent risk-adjusted returns in all markets and style cycles.
Our Competitive Edge
We combine in-house and third-party expertise and capabilities to best serve our clients. We directly manage core equity disciplines for which we have exceptionally strong capabilities and a distinguished 20-year track record of consistent performance.
For asset classes requiring unique expertise and resources, such as emerging markets and fixed income, we partner with premier institutional sub-advisors. This pooling of specialist expertise gives us a distinct competitive edge in creating and building value for clients.
Reporting & Communication
Consistent, high-quality service and reporting is integral to our asset management process. Our client service and reporting is proactive, informative and tailored to meet the specific requirements of institutional investors.
Key Features & Benefits
► Professionally managed portfolios; experienced and seasoned teams
► Superior equity and fixed income management by leading money managers
► Reliable and consistent long-term investment performance
► Competitive fees, exceptional client service, administration and reporting
Contact Us
We invite you to contact us to learn more about our business and look forward to working with you to further your goals.
LATEST VIDEO COMMENTARY
A YEAR OF MOOD SWINGS
Genus CEO and Chief Investment Officer, Wayne Wachell, and head of Wealth Management, Leslie G. Cliff, discuss the global economy and events impacting the markets. They also review strategies to add value in our clients' portfolios.LATEST COMMENTARY
A YEAR OF MOOD SWINGS
The European sovereign debt crisis, slowing growth in China, and a myriad of issues in the U.S. combined to create significant equity market volatility IN 2011. negative headlines around these controversies tended to overshadow more positive factors.
Read on...