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Portfolio Management for Private and Institutional Clients
About Us
Our investment process is guided and enriched by over 60 years' experience of our managers in key investment management positions within leading Canadian financial organizations, where they have been responsible for portfolios with assets in the billions of dollars.
At Sterna, we navigate the challenges of today’s complex financial markets with foresight, ensuring that our portfolio management strategies lead our clients toward achieving their financial goals.
Our Investment Strategy
Asset Allocation
Financial research shows that 95% of the variation between investment portfolio returns is attributable to asset allocation decisions.
Thus, far more important than the selection of individual stocks, the allocation of a portfolio's assets among the three major markets (equities, bonds and money markets) is the single most important determinant of its short-, medium- and long-term performance.
We offer our clients a strategic and dynamic asset allocation that adapts to changing market conditions.
Managers
YVON GAUDREAU, MBA
Partner, Portfolio Manager
Capital Markets Experience: 38 Years
Before founding Sterna Asset Management, Yvon held the position of Vice President and Head of Fixed Income at Intact Investment Management, as well as various roles at the Caisse de Dépôt et Placement du Québec (CDPQ), where he notably served as Senior Vice President, Credit and Corporate Bonds. These roles allowed Yvon to develop extensive expertise in the strategic management of government and corporate fixed-income securities in both public and private markets.
Yvon holds a Bachelor of Business Administration from Université Laval (1983) and an MBA from Ivey Business School (1986).
RODOLPHE BEAULIEU, CFA
Partner, Portfolio Manager
Capital Markets Experience: 24 Years
Co-founder of Sterna Asset Management, Rodolphe has held portfolio management roles at leading organizations such as Intact Investment Management and the Caisse de Dépôt et Placement du Québec (CDPQ), where he actively traded a wide range of cash and derivative instruments in public and private debt markets.
Rodolphe holds a Bachelor of Business Administration from Bishop's University (2001) and earned his CFA designation in 2006.
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