Richard Beaulieu

Vice President & Senior Economist at Addenda Capital, Inc.

Richard Beaulieu

Richard Beaulieu

Vice President & Senior Economist at Addenda Capital, Inc.

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Former Senior Vice President & Co-Chief Investment Officer at Addenda Capital, Inc.

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Canadian Investor Protection Fund

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Senior Portfolio Manager of Core Fixed Income at Addenda Capital, Inc.

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Senior Portfolio Manager of Core Fixed Income at Addenda Capital, Inc.

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Senior Portfolio Manager at Addenda Capital, Inc.

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Senior Portfolio Manager at Addenda Capital, Inc.

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Senior Portfolio Manager of International Equities at Addenda Capital, Inc.

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Senior Portfolio Manager of Canadian Equities at Addenda Capital, Inc.

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Senior Portfolio Manager of International Equities at Addenda Capital, Inc.

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Senior Portfolio Manager of Fixed Income at Addenda Capital, Inc.

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Richard Beaulieu
Vice President & Senior Economist at Addenda Capital, Inc.
Education
Class of 1980

Queen's University at Kingston (commonly shortened to Queen's University or Queen's) is a public research university located in Kingston, Ontario, Canada. Founded on 16 October 1841, the university predated the founding of Canada by 26 years. Queen's holds more than 1,400 hectares (3,500 acres) of land throughout Ontario and owns Herstmonceux Castle in East Sussex, England. Queen's is organized into ten undergraduate, graduate and professional faculties and schools. The Church of Scotland established Queen's College in 1841 with a royal charter from Queen Victoria. The first classes, intended to prepare students for the ministry, were held 7 March 1842 with 13 students and two professors. Queen's was the first university west of the maritime provinces to admit women, and to form a student government. In 1883, a women's college for medical education affiliated with Queen's University. In 1888, Queen's University began offering extension courses, becoming the first Canadian university to do so. In 1912, Queen's secularized and changed to its present legal name.

Class of 1976

The oldest centre of education in Canada, and was the first institution in North America to offer higher education in French.

Career History
Vice President & Senior Economist
2009 - Current

Addenda Capital actively manages a wide range of asset classes, including fixed income, equities and commercial mortgage. They favor a disciplined approach to long-term wealth creation. It is based on fundamental research and thorough risk evaluation that integrates sustainable investing practices, such as ESG factors. Addenda Capital advocates a private equity-like approach when investing in international and global equities which leads to a long-term investment horizon focusing on sustainable and repeatable operating earnings growth to create shareholder value over time. Stocks are purchased when the firm believes they have an attractive price/intrinsic value relationship, supporting industry analysis and a strong investment opinion. Stocks are reduced or removed from the portfolio due to price appreciation moving the security towards or through its determined fair value, external factors causing change to the intrinsic value, new investment ideas having a better valuation and requiring funding, or a violation of the firm's investment opinion.

Professional
2006 - 2009

Founded in 1927, National Bank Trust, Inc. is an investment advisor located in Montreal, Quebec. The firm is a subsidiary of National Bank of Canada (TSX: NA).

Professional
1999 - 2005

Natcan Investment Management offers a wide array of investment products across all global markets and investment styles. Their strategies include: Canadian Large-Cap Value Equity, Canadian Large-Cap Growth Equity, Canadian Socially Responsible, Small-Cap Equity, Global Equity, fixed-income and asset allocation.The firm's investment approach focuses on fundamental analysis to identify out-of-favor stocks. They seek to buy out-of-favor stocks to limit downside risk and preserve capital. Though this reflects a more value-oriented approach, Natcan also integrates a growth component into their strategy by selecting companies with attractive profit-enhancing catalysts. Natcan's strategies seek the preservation of capital and low absolute volatility. . Natcan's active risk management approach emphasizes sector and stock diversification. The firm tends to favor value sectors and stocks and sound financial structures rather than momentum and overpriced situations.The Natcan Canadian Equity Fund is a Canadian large-cap equity portfolio that combines value and growth criteria. the Fund seeks to outperform the S&P/TSX Index return. It is available as a pooled fund or a segregated fund.The Natcan Contra Cyclical Fund II seeks to achieve superior growth, mainly through capital appreciation. The firm employs a value/contrarian approach and a one-year investment horizon. It is available as a pooled fund.The Natcan Contra Value Fund seeks to achieve superior growth mainly through capital appreciation. The firm employs a value/contrarian approach and a medium- to long-term horizon of 6 to 18 months. It is available as a pooled fund.The Natcan Momentum Global Equity Fund II seeks to achieve superior growth mainly through capital appreciation. The firm uses a momentum approach to invest systematically in securities ranked in the first performance decile of various different benchmarks. It is available as a pooled fund.The Canadian Advantage Large-Cap Equities strategy is a large-cap value portfolio that seeks to outperform the S&P/TSX Index in the medium-term, while preserving capital. It is available as a segregated fund.The Natcan Canadian Growth Equity strategy is a large-cap growth portfolio that seeks to outperform the S&P/TSX Index. It is available as a segregated fund.The Natcan Social Value Canadian Equity Fund combines value and growth Canadian large-cap criteria and seeks to achieve a rate of return that exceeds that of the S&P/TSX Index on the both the financial and social fronts. It is available as a pooled fund.For their small-cap equity investments, Natcan employs a growth strategy that focuses on investments in the industrial, technological, healthcare and consumer sectors.The Natcan Global Small-Cap Equity Strategy is a global small-cap equity portfolio that seeks to outperform the MSCI World Small-Cap Index return. It is available as a pooled fund.The Canadian Diversified Small-Cap Equities strategy is a diversified Canadian small-cap equity portfolio which includes a certain proportion of US small-cap names and seeks to outperform the S&P/TSX Small-Cap Index return. It is available as a pooled fund or as a segregated fund.The Natcan Small-Cap Equity Fund is a Canadian small-cap equity portfolio that seeks to outperform the S&P/TSX Small-Cap Index. it is available as a segregated fund.The Quebec Micro-Cap Equities portfolio invests primarily in companies whose headquarters or a substantial part of their business is located in Quebec. it is available as a segregated fund.The Natcan QSSP II Investment Fund invests a large portion of its capital in Quebec companies that provide a tax advantage through the SPP II. It is available as a pooled fund.Natcan's US, International and Global Large-Cap Equity strategies are based on a bottom-up stock selection approach that seeks to identify reasonably priced secular growth opportunities. The firm prefers to invest in sectors offering sustainable growth and low volatility. They look for companies generating stable and persistent earnings growth, expanding and above-average profit margins and high returns on capital.The Natcan Global Equity Fund is a global large-cap equity portfolio that seeks to achieve a rate of return that exceeds the MSCI World ex-Canada Index. It is available as a pooled fund.the Natcan US Equity Fund is a US large-cap equity portfolio that seeks to achieve an annualized rate of return that exceeds the return of the S&P 500 Index. It is available as a pooled fund or as a segregated fund.The Natcan International Equity Fund is an international large-cap equity portfolio that seeks to achieve a rate of return that exceeds the MSCI EAFE Index. It is available as a pooled fund.Natcan offers a wide array fixed-income asset management services including several active and passive investment products. They apply a quantitative approach based on macroeconomic analyses with emphasis on the management of a reward/risk equation.The Natcan Canadian Bond Fund is a Canadian government, municipal and corporate bond portfolio that seeks to achieve a rate of return that exceeds the DEX Universe Bond Index. It is available as a pooled fund or a segregated fund.The Natcan Long-Term Canadian Bond Fund is a Canadian government, municipal and corporate bond portfolio that seeks to achieve a rate of return that exceeds the return DEX Long Term Bond Index. It is available as a segregated fund.The Natcan Corporate Universe Bond Fund is a Canadian corporate bond portfolio that seeks to achieve a rate of return that exceeds the DEX Universe All-Corporate Bond Index. It is available as a pooled fund or a segregated fund.Natcan also offers a variety of pooled alternative investment funds. The Natcan Global Focused Fund seeks to exploit the arbitrage opportunity generated by a long-term view in a market excessively focused on the short-term. The Natcan Arbitrage Short-Term Bond Fundseeks to generate positive annual absolute returns by investing in a portfolio of short-term federal or provincial government securities. The Natcan Absolute Return Credit Fund seeks to obtain positive absolute annual returns by investing in a portfolio of credit securities in the high-yield, corporate and preferred-share markets, while limiting the portfolios negative volatility.

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