Genus Institutional Equity

Synchronizing Disciplines, Driving Results

Genus Institutional Equity specializes in research-intensive, performance-driven quantitative equity strategies for institutional investors. By synchronizing our technology, research and rebalance disciplines, we drive positive results for our clients.

Institutional Equity Specialists

Genus Institutional Equity provides investment products and strategies to meet the complex goals, objectives and risk preferences of institutional investors.

We focus our expertise and resources exclusively on alpha generation and providing unrivalled service and client support. Our goal is to deliver consistent excess returns using strategies that are transparent to our clients and carefully managed within established risk guidelines.

Active Alpha Strategies

We specialize in equity mandates and offer proven expertise in Canadian, U.S. and international equity strategies, long/short and market-neutral alternatives, and socially screened options.

All of our equity strategies share our style-diversified approach and quantitative process that focuses on rigorous research, disciplined security selection and superior risk management.

Our 20-year track record of strong performance in all markets and style cycles validates the integrity of our investment philosophy and the reliability of our process. 

What Sets Genus Apart

1. We are focused specialists and pioneers in the development and application of sophisticated quantitative investment techniques in Canada.  

2. We outsource all non-core functions in order to ensure an undiluted focus on our investment process and delivering the results our clients expect.

3. Our independent research separates us from our peers and gives us our competitive edge. 

4. We do not deviate from our investment methodology, giving clients a process they have been able to count on for decades.

Key Features & Benefits

► Experience, stability and discipline
► Time-tested investment process with a distinguished 20-year track record
► Independent, objective research singularly focused on adding value for clients

Learn More...

Call 1-800-668-7366 or email info@genuscap.com to learn more about our capabilities and how we can help you achieve your investment objectives.

GENUS VIDEO COMMENTARY - NO DOUBLE DIP

Equity markets needed to correct from last year’s stimulus-induced highs, but their moves down in the second quarter were overdone as investors succumbed to exaggerated fears of a double-dip recession. Despite the tough economic landscape, the odds of a double-dip are zero.

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GENUS FACTOR FOCUS

DIVIDENDS & MOMENTUM OUTPERFORM AS QUALITY FADES

Price Momentum, Earnings Momentum and Valuation, led by Dividends, were strong across the board in June while Quality suffered as investors focussed on stocks with the potential for upside surprises.

Read on ...

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