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Specialized investment solutions
managed by entrepreneurial boutique firms

Equity Strategies

We are long-only equity managers. To achieve quality growth at a reasonable price, we use a fundamental, bottom-up investment process that adds value over the long term across multiple cycles

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Alternative Fund

Innovative managed solution with a focus on illiquid and liquid alternative investment strategies

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Private Debt

Proven strategy that provides investors with exposure to privately negotiated debt intended for growing companies with strong fundamentals

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Private Equity

Unconventional “Permanent Private Equity” strategy focused on acquiring private companies with strong growth potential and passionate management

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Multi-Strategy Fund

Institutional fund with a solid track record and expertise spanning multiple asset classes. This fund was established in partnership with one of the largest pension plans in Canada

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DIRECT REAL ESTATE

The DSF Group is a privately held real estate company founded in 2000 that invests exclusively in US direct multi-family real estate investments.

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Investment offerings

Traditional offerings
alternative offerings
View all Traditional offerings View all Alternative offerings
Traditional offerings
For accredited investors
Montrusco Bolton Canadian Small Capitalization Equity Strategy
  • Bottom-up long-term quality growth philosophy
  • Repeatable rules-based investment process
  • Dynamic and systematic risk overlays
Montrusco Bolton Equity Income Strategies
  • Focus on high dividend growers and capital preservation
  • Repeatable rules-based investment process
  • Dynamic and systematic risk overlays
Montrusco Bolton Global Equity Strategies
  • Two strategies; Global Equity and Global Equity ex-Fossil Fuels
  • High conviction Quality Growth philosophy
  • Framework geared to finding inflection points, errors of perception and catalysts
  • Relies on independent thinking to seek out questions that matter
Montrusco Bolton U.S. Equity Strategy
  • High conviction Quality Growth philosophy
  • Framework geared to finding inflection points, errors of perception and catalysts
  • Relies on independent thinking to seek out the questions that matter

 

View all Traditional offerings
Alternative offerings
For accredited investors
Open
MBI/TEC Private Debt Opportunities Fund I, L.P.
$300M

Capacity

10-15%

Target Net Annual Return

6 years with 2 X 1-year optionTerm

Closed-end

Structure

QuarterlyDistributions

Open
Montrusco Bolton Alternative Fund L.P.
$5B+

Capacity

6-9%

Target Net Annual Return

-Target Annual Volatility

Open-end

Structure

Quarterly Liquidity

Upcoming
MBI/TEC Private Debt Opportunities Fund II, L.P.
$750M

Capacity

10-15%

Target Net Annual Return

6 years with 2 X 1-year optionTerm

Closed-end

Structure

QuarterlyDistributions

Open
TCC Master Multi-Strategy Fund, L.P.
$10B

Capacity

7-9%

Target Net Annual Return

7-9%Target Annual Volatility

Open-end

Structure

MonthlyLiquidity

Open
MBI/Ardenton Private Equity Income Fund, L.P.
Currently opened to new subscriptions

12.25%

Target Net Annual Return

5 yearsTerm

QuarterlyDistributions

Open
MBI/Ardenton Private Equity Income & Growth Fund, L.P.
Currently opened to new subscriptions

20%

Target Net Annual Return

5 yearsTerm

QuarterlyDistributions

View all Alternative offerings

DISCLAIMER : Investment products only offered for accredited investors

Resource Hub

Our resource hub is a growing collection of the best available guides, tools and articles to meet all your investment, business and financial goals

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FAQ

Have a question? Have a few? We understand. Click on the button below to find your answers

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Blog

Browse our articles to find the most common questions about our funds

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Meet our strategic
partners

We are proud to work closely with outstanding professional organizations

Meet our partners

How we
work

We efficiently filter each investment through our strict due diligence process

How we work

Insights & News THE JOURNAL

Social Responsibility Responsible Investment Other Most Common Questions MBI Insights Corporate News Alternative
Insights
MBI Insights

Canada Commentary 2020

“While nobody had ever heard of the coronavirus or Covid-19, within a few weeks global economies entered a self-induced recession as socia...

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community involvement
Social Responsibility

Montrusco Bolton maintains its commitment to the Centre Philou

In a time of crisis such as the one we are currently experiencing, all of us, citizens and businesses alike, are mindful of our budget. Unfortun...

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Our involvement
Responsible Investment

Our involvement in responsible investment

Montrusco Bolton Investments Inc. (“MBI”) involvement in responsible investment began over 15 years ago which demonstrates that our belief i...

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commentary
MBI Insights

Q1-2020-Commentary

The markets have been extremely volatile since they made their peak late February 2020.

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Business update
Corporate News

Address from the President and CEO

Let me start by thanking you for your support and understanding throughout this unprecedented event.

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Reading list
Other

Winter Reading List 2020

What could be better than curling up with a good book on cold winter days? We are back with our reading favorites! Here’s a list compiled of s...

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Partnership
Corporate News

MBI/TEC Private Debt Opportunities Fund II, L.P. raised 185 million CAD in its first closing

Montrusco Bolton Investments Inc. (“MBI”) and their partner Third Eye Capital (“TEC”) have launched their second closed-end private debt...

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Alternative Fund
MBI Insights

Prudent Alternative Portfolio Management

“Alternative investments are often touted as an asset class that has little correlation with traditional investments, namely stocks and bonds....

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Reading list
Other

Montrusco Bolton Summer Reading List 2019

There are still more beautiful days to enjoy before the end of summer and why not spend them diving into a good book. Our summer reading list is...

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Corporate Newsletter
Corporate News

Semi-Annual Update

We are pleased to present you our new “Semi-annual update”. The objective is to highlight the people behind Montrusco Bolton’s...

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esg approach
Responsible Investment

RI firmly rooted in our traditional strategies

Montrusco Bolton Investments Inc. (MBII) is committed to delivering superior results for our clients. We achieve this by developing in-depth kno...

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Small Cap
MBI Insights

MBI Canadian Small Cap Publication

“The small cap or size premium exists for a few reasons and has been extensively summarized in academic research by increased risk premium...

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Alternative Fund
Corporate News

MB Solutions has officially launched the Montrusco Bolton Alternative Fund (“MBAF”)

The MBAF is an absolute return fund that aims to generate an attractive long-term risk-adjusted return. The MBAF has an income-oriented profile ...

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Private Debt
Most Common Questions

About MBI/TEC Private Debt Opportunities Fund II, L.P.

Below are some of the most common questions asked in regards to fund:   Who can invest in this Fund? Accredited and Institutional investors...

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Private Equity
Most Common Questions

About MBI/Ardenton Private Equity Income and Growth Fund, L.P.

Below are some of the most common questions asked in regards to fund:   Who can invest in this Fund? Accredited and Institutional investors...

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Private Equity
Most Common Questions

About MBI/Ardenton Private Equity Income Fund, L.P.

  Below are some of the most common questions asked in regards to fund:      Who can invest in this Fund? Accredited and Institution...

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Alternative view
Alternative

Third Eye Capital – President’s Letter – 4Q 2018

On a quarterly basis, Mr. Arif N. Bhalwani, Co-Founder, CEO, Portfolio Manager, Managing Director of Third Eye Capital (TEC) entertains clients ...

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community involvement
Social Responsibility

Social Involvement

Montrusco Bolton is proud to support Centre Philou, which provides continuous support and development services to children with multiple disabil...

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Alternative Fund
Most Common Questions

About Montrusco Bolton Alternative Fund L.P.

The Montrusco Bolton Alternative Fund (“MBAF”) is an absolute return open-end fund that aims to generate an attractive long-term risk-adjust...

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