As of May 25, 2021, Mondrian Investment Partners Limited has replaced Epoch Investment Partners, Inc. as sub-advisor for the DFS GIF – Global Dividend Fund – Desjardins.
Performance issues and the changes planned by Epoch to its portfolio construction process led us to make this switch. The transfer of responsibility to Mondrian sets the stage for more consistent performance. The manager follows a rigorous process of value-style investing using fundamental analysis. In addition, its management team is stable and can rely on strong research skills.