Investment Philosophy

Six Investment Principles

The Caisse’s investment philosophy is based on the six following principles:

Active Management
Exploit investment opportunities in all financial markets, by adapting strategies to the different economic, political and social issues.

Fundamental, Opportunistic Approach
Emphasize the intrinsic value of companies, as well as their potential earnings and value creation over the medium and long terms.

Open Management
Use external management or partnerships to complement in-house expertise, especially for certain distant markets.

Internal Research and Investment Process
Invest on the basis of internal research and rigourous analysis.

Risk Management
Optimize risk level and allocation, using a range of financial products, various management styles and investment diversification based on company size, sector and geographic location.

Manager Accountability
Ensure managers are fully accountable for their results.