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Investing involves more than just understanding all the details. It also requires that you uncover the insights about how a portfolio candidate’s business is run and the dynamics of their industry. At Montrusco Bolton, we use these insights to identify clearly both a stock’s return potential and its level of risk.
From the outset, we seek to fully understand a client’s risk tolerance, as it will help chart a course for security selection and portfolio construction. Risk controls are incorporated into each step of our investment process. Internal guidelines help to diversify portfolios and protect clients from undue risk.
At Montrusco Bolton, risk management is used to identify threats and opportunities. We use risk models to assess inherent risks in portfolios and budget for them, for example by forecasting the upside and downside potential of every investment idea. We also rely on the experience of our portfolio managers to capture non-quantifiable risks.
We promote a ‘healthy’ risk culture that translates into all of our managers being open, transparent and ready to take action.