Beutel, Goodman & Company

Beutel, Goodman & Company Ltd., established in 1967 and headquartered in Toronto, Ontario, is a privately owned investment management firm. It primarily serves high net worth individuals and also caters to a diverse range of institutional clients, including pension plans, corporations, foundations, governments, and other organizations. The company offers tailored investment services, managing separate equity, fixed income, and balanced portfolios, as well as mutual funds. Beutel, Goodman invests globally in public equity and fixed income markets, with a focus on value stocks of small-cap companies. It employs a fundamental, bottom-up stock picking approach and benchmarks performance against various indices. For fixed income investments, the firm invests in short-term and long-term debts, rated BBB or above, in domestic markets and Canadian government and corporate issuers. The company conducts in-house research to inform its investment decisions.