Suggested:

Public Assets Strategies

Our focus is on owning the highest calibre companies globally to earn stable cash flow, capitalize on inherent pricing inefficiencies, and maximize long-term growth to complement a professionally constructed and well-diversified portfolio.

Public Equities

We focus on long-term capital growth and income by investing in a diversified portfolio of Canadian and international equity securities, seeking best-in-class companies with an attractive track record of earnings, dividends, and improving capital efficiencies.

Canadian Equity

One-Pager

Performance One-Pager

Nicola Canadian Equity Income Fund

Canadian Equity

Quarterly Reports

Quarterly Report

Q1 2026 | Nicola Canadian Equity Income Fund

Quarterly Report

Q4 2025 | Nicola Canadian Equity Income Fund

Quarterly Report

Q3 2025 | Nicola Canadian Equity Income Fund

Quarterly Report

Q2 2025 | Nicola Canadian Equity Income Fund

Foreign Equity

One-Pagers

Performance One-Pager

Nicola U.S. Equity Income Fund (USD)

Performance One-Pager

Nicola International Leaders Fund

Performance One-Pager

Nicola Global Small-Cap Equity Fund

Foreign Equity

Quarterly Reports

Quarterly Report

Q1 2026 | Nicola U.S. Equity Income Fund (USD)

Quarterly Report

Q1 2026 | Nicola International Leaders Fund

Quarterly Report

Q1 2026 | Nicola Global Small-Cap Equity Fund

Quarterly Report

Q4 2025 | Nicola U.S. Equity Income Fund (USD)

Quarterly Report

Q4 2025 | Nicola International Leaders Fund

Quarterly Report

Q4 2025 | Nicola Global Small-Cap Equity Fund

Quarterly Report

Q3 2025 | Nicola U.S. Equity Income Fund (USD)

Quarterly Report

Q3 2025 | Nicola International Leaders Fund

Quarterly Report

Q3 2025 | Nicola Global Small-Cap Equity Fund

Quarterly Report

Q2 2025 | Nicola U.S. Equity Income Fund (USD)

Quarterly Report

Q2 2025 | Nicola International Leaders Fund

Quarterly Report

Q2 2025 | Nicola Global Small-Cap Equity Fund

Professionals you can trust

Speak with a member of our Advisory Team to discuss your portfolio and learn how we can help.

Meet With Us