At Montrusco Bolton Investments Inc., we believe in digging deeper than anyone else does. When we build our equity portfolios, we develop an intimate knowledge of portfolio candidates — before we invest in them. This means deepening our understanding of the internal and external forces that impact their performance. For us, digging deeper means thinking like business owners. We ask questions that others don’t, and uncover the insights that will fuel the long-term success of our strategies. Our equity portfolios do not include a large number of holdings, but the companies included are those we believe in passionately.

We also dig deep with our clients. We spend the time getting to know their distinct requirements, risk tolerance, and metrics for success so we can create investment solutions that address their specific objectives.

Our culture, focus and process discipline are the keys to gaining greater clarity into how to generate exceptional results and how best to serve our clients.

A partnership approach.

Saying that you partner with clients is easy. Doing it — over decades and through multiple investment cycles — is another thing. It requires the willingness to ask all the questions that help you understand your clients’ objectives. It demands curiosity and imagination so you can deliver the right solutions as market environments change. Mostly, it means you are committed to transparency, integrity, and accountability in everything you do.

We have always played for the long term. For more than 65 years, Montrusco Bolton Investments Inc. has been managing portfolios for institutional clients in Canada and for others in the U.S. and Europe. We generate loyalty by listening, and we keep our clients’ faith by offering investment solutions that deliver the results they need. Clients have direct access to senior members of our investment teams, and are consistently apprised of portfolio positioning and performance attribution.

Most telling is the fact that we invest right alongside our clients. This ensures that our interests are always aligned with theirs — which is the true definition of partnership.