We are proponents of specialization and are constantly striving to be the best at what we do.
For 25 years, AIC has been well known for our focus on financial service investments – with our expertise being global financials, domestic bonds and Canadian equities.
Virtually every person, family, business and level of government throughout the world needs and uses the essential products of the financial services industry. With such widespread acceptance and value, financial services has been, and continues to be, the world’s most enduring growth industry.
Global financial services businesses, which include banking, insurance and wealth management, represent approximately 23% of the value of quoted capitalized markets, making them by far the world’s largest business sector*.
*Source: Mercer Oliver Wyman’s Annual Report, State of the Financial Services Industry 2007
As for performance, take any 40-year period over the past 100 years and you will see that financial services has consistently been a high-performing industry.
In fact, history shows that following every major downturn in the global financial services sector there has been a period of sustained high performance. We see no reason to think this will change.
While our in-house expertise and focus continues to be financials, AIC has brought together some of North America’s best value managers to offer investors opportunities in other long-term growth sectors, like global real estate and infrastructure.
We invite you to learn more about these market opportunities available through our Value Partners.
Our Concentrated Portfolios
As a reflection of our affinity for specialization, most AIC Funds managed by AIC’s in-house team or by our sub-advisor partners are limited to 25 companies or less in their portfolios.
Our interest is in buying the best and holding the best, in industries that we understand as well as or better than anyone else.
Learn more about AIC's Products and Services