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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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Infrastructure

Savvy infrastructure investing through exclusive partnerships with select developers specialized in their respective subsectors

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Investment offerings

Traditional offerings
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
Montrusco Bolton Alternative Fund L.P.
$5B+

Capacity

8-10%

Target Net Annual Return

4-6%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

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
A Panoramic View
MBI Insights

Markets – the Big Bang and the way forward

Advocates of the Big Bang theory believe that the expanding universe could end up either in a Big Freeze – where the universe stops expand...

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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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Trending
Corporate News

In the first quarter of 2019, MB Solutions will launch 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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