Two AGF Investments Strategies Named to SMArtX’s Select Manager List
May 30 2023 - 7:00AM
Building on the burgeoning success of its
managed account business in the U.S., AGF Investments1 is
pleased to announce that two of its leading investment strategies –
available via AGF Investments America Inc. – were named to
SMArtX Advisory Solutions (SMArtX)’s Select Manager List2,
effective March 14, 2023.
The strategies, available on SMArtX’s Turnkey
Asset Management Platform (TAMP), are:
- AGF U.S. Large Cap Growth Equity
- AGF Global Select ADR
The SMArtX Select Manager List is a subset of
investment strategies currently available on the SMArtX platform
identified through an extensive, four-step screening process
examining:
- The ability to generate alpha over a peer group benchmark;
- A positively skewed risk and return profile distribution;
- Downside and tail-risk management; and
- Consistency of returns.
Out of the 1,114 strategies available on the
SMArtX platform, only 179 earned a spot on the exclusive Select
Manager List, which was further delineated into “Gold” and “Silver”
classifications across a wide range of categories. Both the AGF
Global Select ADR and AGF U.S. Large Cap Growth Equity strategies
earned the Gold classification2.
“We’re proud to have two of our leading
investment strategies named to SMArtX’s exclusive Select Manager
List – and delighted to see them both recognized for their strong
performance and characteristics with ‘Gold’ classifications,” said
Damion Hendrickson, Managing Director, U.S. Business at AGF
Investments.
“Our U.S. separately managed account (SMA)
business is building momentum, and this recognition should spur its
continued growth,” Hendrickson added.
Additional AGF Investments strategies available
on SMArtX’s TAMP platform include:
- AGF Global Sustainable Equity ADR
- AGF U.S. Small-Mid Cap Growth Equity
“All our strategies showcase the active, but
disciplined, investment approach that AGF Investments has been
known for since 1957*, and we’re pleased to make them available to
advisors and institutional investors via SMArtX’s innovative
platform,” Hendrickson added. “We look forward to providing even
greater access to our in-demand strategies by making them available
on additional platforms this year.”
For more information, visit www.agf.com.
About AGF Management
Limited
* Founded in 1957, AGF Management Limited (AGF)
is an independent and globally diverse asset management firm
delivering excellence in investing in the public and private
markets through its three distinct business lines: AGF Investments,
AGF Private Capital and AGF Private Wealth.AGF brings a disciplined
approach focused on providing an exceptional client experience and
incorporating sound responsible and sustainable practices. The
firm’s investment solutions, driven by its fundamental,
quantitative and private investing capabilities, extends globally
to a wide range of clients, from financial advisors and their
clients to high-net worth and institutional investors including
pension plans, corporate plans, sovereign wealth funds, endowments
and foundations.Headquartered in Toronto, Canada, AGF has
investment operations and client servicing teams on the ground in
North America and Europe. With over US$31.0 billion in total assets
under management and fee-earning assets, AGF serves more than
800,000 investors. AGF trades on the Toronto Stock Exchange under
the symbol AGF.B.1AGF Investments is a group of
wholly owned subsidiaries of AGF Management Limited, a Canadian
reporting issuer. The subsidiaries included in AGF Investments are
AGF Investments Inc. (AGFI), AGF Investments America Inc. (AGFA),
AGF Investments LLC (AGFUS) and AGF International Advisors Company
Limited (AGFIA).AGF Investments America Inc. is a registered
investment advisors with the U.S. Securities Exchange Commission
and is fully owned by AGF Management Limited, a Canadian reporting
issuer.
2AGF Investments did not pay to
be included in the SmartX Select Manager List, nor did they pay for
the Gold Classification. Both were achieved based on SmartX’s
screening processes and evaluation and are subject to change at
SmartX’s discretion.
Media Contact
Amanda MarchmentDirector,
Corporate Communications416-865-4160amanda.marchment@agf.com
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