Jarislowsky Fraser Ltd. is a Canadian investment management firm founded in 1955. It is one of the largest investment firms in Canada, with over $60 billion in assets under management.
The firm is known for its long-term investment approach and its focus on value investing. Jarislowsky Fraser Ltd. has a team of experienced investment professionals who are responsible for managing a wide range of investment portfolios for individual and institutional clients.
Jarislowsky Fraser Ltd. is a highly respected investment firm with a long history of success. The firm's investment approach has been proven to generate superior returns over the long term, and its clients have benefited from the firm's expertise and experience.
Jarislowsky Fraser Ltd.
Jarislowsky Fraser Ltd. is a leading Canadian investment management firm with a long and successful track record. Here are eight key aspects of the firm:
- Founded in 1955
- $60 billion in assets under management
- Long-term investment approach
- Focus on value investing
- Experienced investment professionals
- Wide range of investment portfolios
- Individual and institutional clients
- Highly respected investment firm
These key aspects highlight Jarislowsky Fraser Ltd.'s strengths and experience in the investment management industry. The firm's long-term investment approach and focus on value investing have been proven to generate superior returns over the long term. Jarislowsky Fraser Ltd. is a trusted and respected investment firm that provides a wide range of investment portfolios to meet the needs of individual and institutional clients.
1. Founded in 1955
The founding of Jarislowsky Fraser Ltd. in 1955 marked the beginning of a long and successful history in the investment management industry. The firm's founders, Stephen Jarislowsky and Stuart Fraser, were both experienced investors with a shared vision of creating a firm that would provide superior investment returns for their clients.
Over the years, Jarislowsky Fraser Ltd. has grown into one of the largest and most respected investment firms in Canada. The firm's success is due in large part to its long-term investment approach and its focus on value investing. Jarislowsky Fraser Ltd. has a team of experienced investment professionals who are responsible for managing a wide range of investment portfolios for individual and institutional clients.
The firm's founding in 1955 was a key factor in its success. The firm's long history has given it the experience and expertise necessary to navigate the ever-changing investment landscape. Jarislowsky Fraser Ltd. is also a well-established and trusted brand, which has attracted a loyal client base.
2. $60 billion in assets under management
Jarislowsky Fraser Ltd.'s $60 billion in assets under management (AUM) is a testament to the firm's success and its ability to attract and retain clients. AUM is a key metric for investment firms, as it represents the total value of the investments that the firm manages on behalf of its clients. AUM can be used to measure the size and scale of an investment firm, as well as its performance and track record.
Jarislowsky Fraser Ltd.'s AUM has grown steadily over the years, as the firm has attracted new clients and expanded its investment offerings. The firm's long-term investment approach and focus on value investing have been key factors in its success. Jarislowsky Fraser Ltd. has a team of experienced investment professionals who are responsible for managing a wide range of investment portfolios for individual and institutional clients.
The firm's $60 billion in AUM gives it a number of advantages. First, it allows Jarislowsky Fraser Ltd. to invest in a wider range of assets, which can help to reduce risk and improve returns. Second, it gives the firm more clout with other investment firms and institutions, which can be helpful when negotiating deals or executing trades. Third, it allows Jarislowsky Fraser Ltd. to attract and retain top talent, which is essential for continued success.
3. Long-term investment approach
Jarislowsky Fraser Ltd.'s long-term investment approach is a key component of the firm's success. The firm believes that investing for the long term allows for greater potential returns and reduces risk. Jarislowsky Fraser Ltd. typically invests in companies that it believes are undervalued and have the potential for long-term growth. The firm's investment horizon is typically 5 to 10 years, which allows it to ride out short-term market fluctuations and focus on the long-term fundamentals of its investments.
There are many benefits to Jarislowsky Fraser Ltd.'s long-term investment approach. First, it allows the firm to avoid the short-term market volatility that can lead to losses. Second, it allows the firm to focus on the long-term fundamentals of its investments, which can lead to superior returns over time. Third, it allows the firm to build relationships with the companies in which it invests, which can lead to better investment opportunities.
Jarislowsky Fraser Ltd.'s long-term investment approach has been proven to be successful. The firm has consistently outperformed the market over the long term. For example, over the past 10 years, Jarislowsky Fraser Ltd.'s Canadian Equity Fund has returned an average of 10% per year, compared to the S&P/TSX Composite Index, which has returned an average of 6% per year.
Jarislowsky Fraser Ltd.'s long-term investment approach is a key reason for the firm's success. The firm's focus on long-term investing has allowed it to generate superior returns for its clients over time.
4. Focus on value investing
Jarislowsky Fraser Ltd.'s focus on value investing is a key component of the firm's success. Value investing is an investment strategy that involves investing in companies that are trading at a discount to their intrinsic value. Jarislowsky Fraser Ltd. believes that these companies have the potential to generate superior returns over the long term.
There are a number of reasons why Jarislowsky Fraser Ltd. focuses on value investing. First, value investing has been shown to outperform growth investing over the long term. Second, value investing is a less risky investment strategy than growth investing. Third, value investing is a more disciplined investment strategy than growth investing.
Jarislowsky Fraser Ltd. has a team of experienced investment professionals who are responsible for identifying and investing in undervalued companies. The firm's investment process is based on fundamental analysis, which involves studying a company's financial statements, management team, and competitive landscape. Jarislowsky Fraser Ltd. also uses a number of quantitative screens to identify undervalued companies.
Jarislowsky Fraser Ltd.'s focus on value investing has been successful. The firm has consistently outperformed the market over the long term. For example, over the past 10 years, Jarislowsky Fraser Ltd.'s Canadian Equity Fund has returned an average of 10% per year, compared to the S&P/TSX Composite Index, which has returned an average of 6% per year.
5. Experienced investment professionals
Jarislowsky Fraser Ltd. is a leading Canadian investment management firm with a long and successful track record. One of the key factors that has contributed to the firm's success is its team of experienced investment professionals. These professionals have a deep understanding of the financial markets and a proven track record of generating superior returns for clients.
Jarislowsky Fraser Ltd.'s investment professionals are responsible for managing a wide range of investment portfolios for individual and institutional clients. They use a variety of investment strategies, including value investing, growth investing, and income investing. The firm's investment professionals are also experts in asset allocation and risk management.
The experience and expertise of Jarislowsky Fraser Ltd.'s investment professionals is a key reason for the firm's success. These professionals have a deep understanding of the financial markets and a proven track record of generating superior returns for clients. As a result, Jarislowsky Fraser Ltd. is a trusted and respected investment firm that is known for its long-term investment approach and its focus on value investing.
6. Wide range of investment portfolios
Jarislowsky Fraser Ltd. offers a wide range of investment portfolios to meet the needs of its individual and institutional clients. These portfolios are designed to meet a variety of investment objectives, risk tolerances, and time horizons. Jarislowsky Fraser Ltd.'s investment professionals work with clients to create customized portfolios that are tailored to their specific needs.
- Diversification
Jarislowsky Fraser Ltd.'s portfolios are diversified across a range of asset classes, including stocks, bonds, real estate, and commodities. This diversification helps to reduce risk and improve returns. For example, when the stock market is performing poorly, bonds and real estate may perform well, which can help to offset losses in the stock market.
- Risk management
Jarislowsky Fraser Ltd.'s portfolios are also managed with a focus on risk management. The firm's investment professionals use a variety of risk management techniques, such as asset allocation and hedging, to help protect clients' investments from losses. For example, the firm may reduce the exposure of a portfolio to a particular asset class if it believes that the asset class is overvalued or is at risk of a decline.
- Customizable
Jarislowsky Fraser Ltd.'s portfolios are customizable to meet the specific needs of each client. The firm's investment professionals work with clients to understand their investment objectives, risk tolerance, and time horizon. The firm then creates a portfolio that is tailored to the client's specific needs. For example, a client with a high risk tolerance may choose a portfolio with a higher allocation to stocks, while a client with a low risk tolerance may choose a portfolio with a higher allocation to bonds.
- Performance
Jarislowsky Fraser Ltd.'s portfolios have a long track record of performance. The firm's investment professionals have a proven track record of generating superior returns for clients. For example, over the past 10 years, Jarislowsky Fraser Ltd.'s Canadian Equity Fund has returned an average of 10% per year, compared to the S&P/TSX Composite Index, which has returned an average of 6% per year.
Jarislowsky Fraser Ltd.'s wide range of investment portfolios is a key reason for the firm's success. The firm's portfolios are designed to meet the needs of a variety of investors, and they have a long track record of performance. As a result, Jarislowsky Fraser Ltd. is a trusted and respected investment firm that is known for its long-term investment approach and its focus on value investing.
7. Individual and institutional clients
Jarislowsky Fraser Ltd. provides a wide range of investment services to both individual and institutional clients. Individual clients include high-net-worth individuals, families, and trusts. Institutional clients include pension funds, endowments, foundations, and insurance companies.
- Investment goals
Individual and institutional clients have different investment goals. Individual clients typically invest for their own retirement, education, or other personal financial goals. Institutional clients invest for the benefit of their members or beneficiaries. For example, a pension fund invests to provide retirement benefits for its members.
- Risk tolerance
Individual and institutional clients also have different risk tolerances. Individual clients may have a higher risk tolerance than institutional clients. This is because individual clients typically have a longer investment horizon and can afford to take on more risk. Institutional clients, on the other hand, may have a lower risk tolerance because they have to meet the financial needs of their members or beneficiaries.
- Investment strategies
Jarislowsky Fraser Ltd. tailors its investment strategies to meet the specific needs of its individual and institutional clients. For example, the firm may recommend a more conservative investment strategy for an individual client with a low risk tolerance. For an institutional client with a longer investment horizon, the firm may recommend a more aggressive investment strategy.
- Investment performance
Jarislowsky Fraser Ltd. has a long track record of providing superior investment performance for both individual and institutional clients. The firm's investment professionals have a deep understanding of the financial markets and a proven track record of generating superior returns. For example, over the past 10 years, Jarislowsky Fraser Ltd.'s Canadian Equity Fund has returned an average of 10% per year, compared to the S&P/TSX Composite Index, which has returned an average of 6% per year.
Jarislowsky Fraser Ltd. is committed to providing its individual and institutional clients with the highest level of service and expertise. The firm's investment professionals are dedicated to helping clients achieve their financial goals.
8. Highly respected investment firm
Jarislowsky Fraser Ltd. is a highly respected investment firm with a long and successful track record. The firm is known for its long-term investment approach, its focus on value investing, and its experienced investment professionals. Jarislowsky Fraser Ltd. has a team of experienced investment professionals who are responsible for managing a wide range of investment portfolios for individual and institutional clients.
- Investment performance
Jarislowsky Fraser Ltd. has a long track record of providing superior investment performance for its clients. The firm's investment professionals have a deep understanding of the financial markets and a proven track record of generating superior returns. For example, over the past 10 years, Jarislowsky Fraser Ltd.'s Canadian Equity Fund has returned an average of 10% per year, compared to the S&P/TSX Composite Index, which has returned an average of 6% per year.
- Client satisfaction
Jarislowsky Fraser Ltd. has a high level of client satisfaction. The firm's clients appreciate the firm's long-term investment approach, its focus on value investing, and its experienced investment professionals. Jarislowsky Fraser Ltd. is also known for its high level of customer service.
- Industry recognition
Jarislowsky Fraser Ltd. is a highly respected investment firm in the industry. The firm has received numerous awards and accolades for its investment performance and its client service. For example, Jarislowsky Fraser Ltd. has been named one of the "Best Investment Firms in Canada" by MoneySense magazine for several years in a row.
- Thought leadership
Jarislowsky Fraser Ltd. is a thought leader in the investment industry. The firm's investment professionals are frequently quoted in the media and are often invited to speak at industry conferences. Jarislowsky Fraser Ltd. also publishes a number of thought leadership pieces, including white papers and research reports.
Jarislowsky Fraser Ltd.'s status as a highly respected investment firm is due to a number of factors, including its long-term investment approach, its focus on value investing, its experienced investment professionals, and its high level of client satisfaction. The firm is a trusted and respected investment firm that is known for its long-term investment approach and its focus on value investing.
Frequently Asked Questions about Jarislowsky Fraser Ltd.
This section answers some of the most common questions about Jarislowsky Fraser Ltd., a leading Canadian investment management firm with a long and successful track record.
Question 1: What is Jarislowsky Fraser Ltd.?
Jarislowsky Fraser Ltd. is a Canadian investment management firm founded in 1955. The firm is known for its long-term investment approach, its focus on value investing, and its experienced investment professionals.
Question 2: What types of investment services does Jarislowsky Fraser Ltd. offer?
Jarislowsky Fraser Ltd. offers a wide range of investment services to both individual and institutional clients. These services include portfolio management, financial planning, and investment advisory services.
Question 3: What is Jarislowsky Fraser Ltd.'s investment philosophy?
Jarislowsky Fraser Ltd. follows a long-term investment approach and focuses on value investing. The firm believes that this approach can generate superior returns for clients over the long term.
Question 4: Who are Jarislowsky Fraser Ltd.'s clients?
Jarislowsky Fraser Ltd.'s clients include high-net-worth individuals, families, trusts, pension funds, endowments, foundations, and insurance companies.
Question 5: What is Jarislowsky Fraser Ltd.'s track record?
Jarislowsky Fraser Ltd. has a long track record of providing superior investment performance for its clients. Over the past 10 years, the firm's Canadian Equity Fund has returned an average of 10% per year, compared to the S&P/TSX Composite Index, which has returned an average of 6% per year.
Question 6: What sets Jarislowsky Fraser Ltd. apart from other investment firms?
Jarislowsky Fraser Ltd. is a highly respected investment firm with a long and successful track record. The firm is known for its long-term investment approach, its focus on value investing, and its experienced investment professionals. Jarislowsky Fraser Ltd. is also known for its high level of client satisfaction and its commitment to providing superior investment performance.
Summary: Jarislowsky Fraser Ltd. is a leading Canadian investment management firm with a long and successful track record. The firm is known for its long-term investment approach, its focus on value investing, and its experienced investment professionals. Jarislowsky Fraser Ltd. offers a wide range of investment services to both individual and institutional clients.
Transition to the next article section: Jarislowsky Fraser Ltd. is a highly respected investment firm with a long and successful track record. If you are looking for a trusted and experienced investment firm, Jarislowsky Fraser Ltd. is a good option to consider.
Investment Tips from Jarislowsky Fraser Ltd.
Jarislowsky Fraser Ltd. is a leading Canadian investment management firm with a long and successful track record. The firm is known for its long-term investment approach, its focus on value investing, and its experienced investment professionals. Here are a few tips from Jarislowsky Fraser Ltd. to help you make informed investment decisions:
Tip 1: Invest for the long term.
The stock market is volatile in the short term, but over the long term, it has always trended upwards. If you invest for the long term, you are more likely to ride out short-term market fluctuations and achieve your financial goals.
Tip 2: Focus on value investing.
Value investing is an investment strategy that involves investing in companies that are trading at a discount to their intrinsic value. Jarislowsky Fraser Ltd. believes that this approach can generate superior returns for investors over the long term.
Tip 3: Diversify your portfolio.
Diversification is an important risk management technique. By diversifying your portfolio across a range of asset classes, you can reduce your risk of loss. For example, you could invest in a mix of stocks, bonds, real estate, and commodities.
Tip 4: Rebalance your portfolio.
As your investments grow, it is important to rebalance your portfolio to maintain your desired asset allocation. Rebalancing involves selling some of your winners and buying more of your losers. This helps to reduce your risk and improve your returns.
Tip 5: Don't try to time the market.
It is impossible to predict when the stock market will go up or down. Trying to time the market is a losing game. Instead, focus on investing for the long term and don't worry about short-term market fluctuations.
Summary: By following these tips from Jarislowsky Fraser Ltd., you can make informed investment decisions and achieve your financial goals.
Transition to the article's conclusion: If you are looking for a trusted and experienced investment firm, Jarislowsky Fraser Ltd. is a good option to consider.
Conclusion
Jarislowsky Fraser Ltd. is a leading Canadian investment management firm with a long and successful track record. The firm is known for its long-term investment approach, its focus on value investing, and its experienced investment professionals. Jarislowsky Fraser Ltd. offers a wide range of investment services to both individual and institutional clients.
If you are looking for a trusted and experienced investment firm, Jarislowsky Fraser Ltd. is a good option to consider. The firm's investment professionals can help you create a customized investment portfolio that meets your specific needs and goals.
