Fiera Capital Global Equity Focused Strategy Q1 '19 Commentary

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Includes: GOOG, GOOGL, IHG, IKTSF, KYCCF, MA, MCO, MSCI, MTD, SHLAF, TJX
by: FieraCapitalUS
Summary

The Fiera Global Equity Focused strategy was up in absolute performance and outperformed the MSCI World index over first quarter of 2019 on a gross basis.

Among the top contributing stocks for the quarter were Moody’s, Mastercard, and Keyence.

The only performance detractor for the quarter was Alphabet.

Oursector and regional weights are driven by bottom-up stock selection.

Editor’s Note: The summary bullets for this article were chosen by Seeking Alpha editors.