Anindya Chatterjee

Provides investment banking, securities trading and brokerage Services

Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds.

Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise.

Provides investment advice

Provides brokerage services

Functions as a College/University

Functions as a College/University

Functions as a College/University

RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.