Beutel, Goodman & Company

Beutel, Goodman & Company Ltd. is a privately owned investment manager based in Toronto, Ontario, founded in 1967. The firm primarily serves high net worth individuals and a diverse range of institutional clients, including corporations, pension plans, charitable organizations, and government entities. Beutel Goodman manages client-focused equity, fixed income, and balanced portfolios, as well as mutual funds. The firm invests globally in public equity and fixed income markets, focusing on value stocks of small-cap companies. Utilizing fundamental analysis and a bottom-up stock picking approach, it benchmarks its equity portfolios against various indices, including those for Canadian and global markets. For fixed income investments, Beutel Goodman targets short-term and long-term debt rated BBB or above. The firm emphasizes in-house research to inform its investment strategies, maintaining a commitment to building strong institutional relationships.