At DundeeWealth, we recognize that investment opportunities exist in every market and around the world. This is the mindset that fundamentally informs the way we invest and how we are determined to serve our clients.

Our team of investment experts continually surveys the global landscape, combining collective insights with a unique view of business growth opportunities and the economies in which they exist. As a result, DundeeWealth has been able to succeed in areas left unconsidered by others.

To help our clients achieve success on a global scale, we employ a number of measures including in-depth economic trend analysis, regular updates from leading economists, and forecasts of key economic variables, including international rates, bond yields and currency trends. Our investment managers have access to our highly regarded in-house economic research department, DundeeWealth Economics. This division provides independent analysis and advice on economic and financial developments to retail and institutional interests across the globe.

We have built and structured our firm to meet the financial and service needs of institutional investors in the United States. Our success comes from our ability to remain focused on building long-term value for our clients and from the mission of our guiding principles:

The growth and success of our business has been fueled by more than 50 years of experience and a proven entrepreneurial ability and spirit.

Our approach to the management of our company fosters strong values, a sense of security and the environment for innovation.

Delivering superior investment returns requires an independent and sometimes contrarian view, the courage to be patient and a philosophy rooted in the rigorous application of sound principles.

While we remain aware of benchmark weightings, our investment portfolios are structured to reflect the return potential of individual securities rather than benchmark weightings.

We are dedicated to servicing the diverse needs of our clients, executing our mission with a measured degree of prudence and humility. Meeting and exceeding our clients’ expectations when confronted with a problem is our highest benchmark for success.