About Fiera Capital (TSE:FSZ)
Fiera Capital Corporation is an employee owned investment manager. The firm primarily provides its services to institutional investors, mutual funds, charitable organizations, and private clients. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also launches and manages equity, fixed income, and balanced mutual funds and income trusts for its clients. It invests in the public equity and fixed income markets across the globe with a focus on Canada. The firm primarily invests in growth and value stocks of small-cap companies. It also invests in G.A.R.P. and value stocks of large-cap companies. The firm also makes investments in income trusts and preferred shares. It also applies exclusions to be fossil fuel free, integrates environmental, social, and governance considerations, and applies an ethical filter while making its investments. The firm employs fundamental and quantitative analysis along with bottom-up stock picking approach to create its equity portfolios. It employs a top-down macro-economic research to make its fixed income investments. The firm also makes alternative investments, including the use of long/short equity strategy. It benchmarks the performance of its portfolio against the S&P/TSX Index, MSCI ACWI Index, S&P/TSX Composite FFF Index, and S&P 500 indices. The firm conducts in-house research to make its investments. It makes investments in social infrastructure with a focus on affordable housing and community health care facilities and also makes investment in solar and wind power generation, transport, and mid-market assets. It typically invests in Canada. It was formerly known as Fiera Sceptre Inc. Fiera Capital Corporation was founded in 2002 and is based in Montréal, Canada with an additional office in Toronto, Canada, Calgary, Canada, and Vancouver, Canada.
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FSZ Stock Price History
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FSZ ETF News Headlines
January 21, 2024|finance.yahoo.com
January 19, 2024|finance.yahoo.com
Emerging-Market Money Manager Beats 99% of Peers by Ignoring Fed
January 26, 2024|Investor Place Media (Ad)
New Trump Bombshell
I believe Donald J. Trump will go down as America’s last Republican president.But NOT for the reasons you may think…If I’m right, the soul of this country will change forever…
January 12, 2024|theglobeandmail.com
Fiera Capital insiders buy as distribution model takes shape
January 8, 2024|theglobeandmail.com
Fiera Capital names new head of Canada as CEO succession race heats up
January 8, 2024|finance.yahoo.com
December 4, 2023|finance.yahoo.com
November 27, 2023|msn.com
Is Fiera Capital Stock a Buy for its Whopping 17.3% Dividend?
January 26, 2024|Investor Place Media (Ad)
Obama’s 2024 Confession
Barack Obama’s confession about the 2024 election just leaked online…In short, he’s worried Biden “could very well lose.”But before you think that means Trump will win…You should see the evidence I’ve found about an election shock that could come as soon as August 19th.
November 20, 2023|finance.yahoo.com
Completion of Sale of Innoliva by Cibus Capital to Fiera Comox
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Fund Details
- Issuer
- First Trust
- Fund Name
- First Trust Switzerland AlphaDEX Fund
- Tax Classification
- Regulated Investment Company
- Stock Exchange
- TSE
- Current Symbol
- TSE:FSZ
- Inception Date
- 2/14/2012
- Fund Manager
- Daniel J. Lindquist, Jon Erickson David McGarel, RogerTestin, Stan Ueland, Chris Peterson, Erik Russo
- Previous Symbol
- TSE:SZ
- Phone
- +1-514-9543300
Fund Focus
- Asset Class
- Equity
- Benchmark
- Nasdaq AlphaDEX Switzerland Index
- Category
- Broad Equity
- Focus
- Broad Equity
- Development Level
- Developed Markets
- Region
- Europe
- Number of Holdings
- 42
Fund Statistics
- Assets Under Management
- $123.24 million
- Average Daily Volume
- $14,417.70
- Discount/Premium
- 0.22%
Administrator, Advisor and Custodian
- Administrator
- Brown Brothers Harriman & Co.
- Advisor
- First Trust Advisors L.P.
- Custodian
- Brown Brothers Harriman & Co.
- Distributor
- First Trust Portfolios L.P.
- Transfer Agent
- Brown Brothers Harriman & Co.
- Trustee
- N/A
- Lead Market Maker
- Credit Suisse
Miscellaneous
- Outstanding Shares
- 85,690,000
- Beta
- 1.60
- Creation Unit
- 50,000
- Creation Fee
- $800.00
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Fiera Capital Expenses
| Type | FSZ | Broad Equity ETFs | Equity ETFs | TSE ETFs | All ETFs |
|---|---|---|---|---|---|
| Management Fee | 0.80% | 0.52% | 0.54% | 0.65% | 0.51% |
| Other Expenses | 0.00% | 0.53% | 0.54% | 0.14% | 0.57% |
| Total Expense | 0.80% | 0.77% | 0.70% | 0.72% | 0.70% |
| Fee Waiver | 0.00% | -0.41% | -0.55% | -0.04% | -0.57% |
| Net Expense | 0.80% | 0.62% | 0.60% | 0.70% | 0.57% |
Fiera Capital (FSZ) Holdings & Exposure
Top 10 FSZ Holdings
- Adecco Group AG
Holding Weight: 5.86% - Holcim Ltd
Holding Weight: 4.20% - BKW AG
Holding Weight: 4.19% - UBS Group AG
Holding Weight: 4.18% - Flughafen Zuerich AG
Holding Weight: 4.06% - VAT Group AG
Holding Weight: 4.00% - Swisscom AG
Holding Weight: 3.96% - The Swatch Group AG Bearer Shares
Holding Weight: 3.96% - Swiss Prime Site AG
Holding Weight: 3.77% - Bucher Industries AG
Holding Weight: 3.65%
FSZ Sector Exposure
FSZ Industry Exposure
Full Holdings Details
Key Executives
- Mr. Jean-Guy Desjardins C.F.A. (Age 80)
C.M., L.SC. COMM., Chairman of the Board & Global CEO
Comp: $3.57M - Mr. Lucas Emilio Pontillo
Executive Director & Global CFO - Mr. Michael Quigley C.A.I.A.
C.F.A., Executive Vice President of Financial Intermediaries - Mr. Jean Michel C.F.A.
Executive Director, President & Chief Investment Officer of Fiera Public Markets
FSZ ETF - Frequently Asked Questions
Should I buy or sell Fiera Capital stock right now?
0 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for Fiera Capital in the last twelve months. There are currently for the stock. The consensus among Wall Street equities research analysts is that investors should "moderate buy" FSZ shares. View FSZ analyst ratings or view top-rated stocks.
What is Fiera Capital's stock price target for 2024?
0 equities research analysts have issued 1 year price objectives for Fiera Capital's shares. Their FSZ share price targets range from C$6.64 to C$6.64. On average, they expect the company's share price to reach C$6.64 in the next year. View analysts price targets for FSZ or view top-rated stocks among Wall Street analysts.
How have FSZ shares performed in 2024?
Fiera Capital's stock was trading at C$6.09 at the start of the year. Since then, FSZ shares have increased by 9.0% and is now trading at C$6.64. View the best growth stocks for 2024 here.
When is Fiera Capital's next earnings date?
The company is scheduled to release its next quarterly earnings announcement on Friday, February 23rd 2024. View our FSZ earnings forecast.
How were Fiera Capital's earnings last quarter?
Fiera Capital Co. (TSE:FSZ) posted its earnings results on Wednesday, November, 8th. The company reported $0.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.22 by $0.04. The company had revenue of $158.74 million for the quarter, compared to the consensus estimate of $165.50 million. Fiera Capital had a net margin of 3.26% and a trailing twelve-month return on equity of 8.15%.
How often does Fiera Capital pay dividends? What is the dividend yield for Fiera Capital?
Fiera Capital declared a quarterly dividend on Wednesday, November 8th. Shareholders of record on Monday, November 20th will be paid a dividend of 0.215 per share on Monday, December 18th. This represents a $0.86 annualized dividend and a yield of 12.95%. The ex-dividend date of this dividend is Friday, November 17th. Read our dividend analysis for FSZ.
What does FSZ invest in?
Fiera Capital is a equity fund issued by First Trust. FSZ focuses on broad equity investments and follows the Nasdaq AlphaDEX Switzerland Index. The fund's investments total to approximately $123.24 million assets under management.
What is the management fee for Fiera Capital?
Fiera Capital's management fee is 0.80% and has no other recorded expenses or fee waivers. The net expense ratio for FSZ is 0.80%.
What other stocks do shareholders of Fiera Capital own?
Based on aggregate information from My MarketBeat watchlists, some companies that other Fiera Capital investors own include Intact Financial (IFC), Constellation Software (CSU), AutoCanada (ACQ), Alimentation Couche-Tard (ATD.B), AbbVie (ABBV), Vermilion Energy (VET), Open Text (OTEX), Rogers Communications (RCI) and Toronto-Dominion Bank (TD).
How do I buy shares of Fiera Capital?
Shares of FSZ stock and other Canadian stocks can be purchased through an online brokerage account. Popular online brokerages with access to the Canadian stock market include BMO InvestorLine, CIBC Investor's Edge, Desjardins Online Brokerage, HSBC InvestDirect, Laurentian Bank Discount Brokerage, National Bank Direct Brokerage, Qtrade Investor, Questrade, RBC Direct Investing, Scotia iTrade, TD Direct Investing, and Virtual Brokers.
Compare Top Brokerages Here.
As an expert and enthusiast, I don't have personal experiences or beliefs, but I can provide you with information based on the search results I found. Here's what I found related to the concepts mentioned in the article:
Fiera Capital Corporation
Fiera Capital Corporation (TSE:FSZ) is an employee-owned investment manager based in Montréal, Canada. The firm primarily provides its services to institutional investors, mutual funds, charitable organizations, and private clients. It manages separate client-focused equity, fixed income, and balanced portfolios. Fiera Capital also launches and manages equity, fixed income, and balanced mutual funds and income trusts for its clients. The firm invests in the public equity and fixed income markets globally, with a focus on Canada. It primarily invests in growth and value stocks of small-cap companies, as well as G.A.R.P. (Growth at a Reasonable Price) and value stocks of large-cap companies. Fiera Capital applies exclusions to be fossil fuel-free, integrates environmental, social, and governance (ESG) considerations, and applies an ethical filter while making its investments. The firm employs fundamental and quantitative analysis, along with a bottom-up stock-picking approach for its equity portfolios. It also conducts in-house research to make its investments [[1]].
Fiera Capital's Investments
Fiera Capital invests in various sectors and industries. It makes investments in social infrastructure with a focus on affordable housing and community health care facilities. Additionally, Fiera Capital invests in solar and wind power generation, transport, and mid-market assets. The firm typically invests in Canada [[1]].
Fiera Capital's Performance and Dividends
Fiera Capital's stock (TSE:FSZ) has experienced fluctuations in its performance. Shareholders have endured a 27% loss from investing in the stock five years ago [[1]]. As of the start of 2024, FSZ shares have increased by 9.0% and are trading at C$6.64 [[2]]. Fiera Capital pays dividends, and the company declared a quarterly dividend of 0.215 per share on November 8th, 2023. The ex-dividend date for this dividend was November 17th, 2023 [[3]].
Fiera Capital's Management Fee and Expenses
Fiera Capital's management fee is 0.80% for its equity fund, FSZ. The net expense ratio for FSZ is 0.80%. The fund's total expenses include the management fee and other expenses, resulting in a net expense ratio of 0.80% [[4]].
Fiera Capital's Holdings and Exposure
Fiera Capital's holdings include various companies in different sectors. Some of the top holdings of FSZ include Adecco Group AG, Holcim Ltd, BKW AG, UBS Group AG, Flughafen Zuerich AG, VAT Group AG, Swisscom AG, The Swatch Group AG Bearer Shares, Swiss Prime Site AG, and Bucher Industries AG [[5]]. The sector exposure of FSZ includes broad equity investments, and it follows the Nasdaq AlphaDEX Switzerland Index [[6]].
Fiera Capital's Key Executives
Fiera Capital's key executives include Mr. Jean-Guy Desjardins C.F.A. (Chairman of the Board & Global CEO), Mr. Lucas Emilio Pontillo (Executive Director & Global CFO), Mr. Michael Quigley C.A.I.A.C.F.A. (Executive Vice President of Financial Intermediaries), and Mr. Jean Michel C.F.A. (Executive Director, President & Chief Investment Officer of Fiera Public Markets) [[7]].
Fiera Capital's Earnings and Future Outlook
Fiera Capital's next quarterly earnings announcement is scheduled for Friday, February 23rd, 2024 [[8]]. In the previous quarter, Fiera Capital Co. (TSE:FSZ) reported earnings per share (EPS) of $0.18, which was lower than the consensus estimate of $0.22. The company had revenue of $158.74 million for the quarter, compared to the consensus estimate of $165.50 million. Fiera Capital had a net margin of 3.26% and a trailing twelve-month return on equity of 8.15% [[9]].
Please note that the information provided is based on the search results I found and may not include the most up-to-date information.
