A rare success story among U.S. equity funds

Its proven approach has made Beutel Goodman American Equity one of only a few active strategies to beat the S&P 500 over 10 years.

Jeffrey Bunce, CFA 27 February, 2018 | 6:00PM
Facebook Twitter LinkedIn

Beutel Goodman American Equity leverages Beutel, Goodman & Co's proven approach by investing in companies that are undervalued according to its conservative valuation methodology, and have a minimum 50% expected total return over three years.

By adhering to the firm's discipline, co-managers Glenn Fortin and Rui Cardoso have guided the fund to rare success in the U.S. Equity category -- the fund is one of only a few active strategies in the category to outperform the S&P 500 over 10 years ending in January 2018.

The experienced and sensible managers executing on a solid process make the fund a credible option for those looking for active core U.S. equity exposure. Further, a focus on downside protection should appeal to more conservative investors.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free
Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
AutoZone Inc1,832.89 USD1.39Rating
Cadence Design Systems Inc166.76 USD0.79Rating
Harley-Davidson Inc36.90 USD0.24Rating
NortonLifeLock Inc26.67 USD1.45Rating
Omnicom Group Inc70.96 USD-1.98Rating
Teradyne Inc116.12 USD-1.21

About Author

Jeffrey Bunce, CFA

Jeffrey Bunce, CFA  Jeffrey Bunce, CFA, is a senior investment analyst for Morningstar’s Investment Management group.

© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy