News & Events

Press review

  • April 2018 | The Montrusco Bolton Global Equity and U.S. Equity Funds have received the Fundata FundGrade® A rating as of March 31, 2018.

    The Fundata FundGrade is an independent and objective investment fund rating system that has been developed to recognize Fund Managers who have achieved superior risk adjusted returns. The FundGrade [...]
  • March 2018 | New Partnership

    MBI signed a new partnership with Ardenton Capital Corporation to deliver Private Equity Funds. Ardenton is a private equity company headquartered in Vancouver. The company has a very unique model [...]
  • March 2018 | MBI/TEC Private Debt Opportunities Fund II

    Following the successful launch of the MBI/TEC Private Debt Opportunities Fund I, L.P., which reached its hard cap at $300 million, plans for the MBI/TEC Private Debt Opportunities Fund II are [...]
  • September 2017 | Le pétrole s’élève, le bitcoin dégringole…

    La Presse Affaires: Notre invité cette semaine : Christian Godin, vice-président principal et chef des actions chez la firme montréalaise Placements Montrusco Bolton. Lire plus [...]
  • June 2017 | Want to Know Where Gold's Headed? Keep an Eye on Japanese Yen

    Investors have traditionally focused on gold's inverse correlation with the U.S. dollar. But perhaps they should be looking at bullion's recent synchronization with the yen. That's the view of John [...]
  • March 2017 | Le sceau d'approbation de la Fed sur le rallye boursier

    Ne manque plus que le sceau d'approbation de la Réserve fédérale américaine (Fed) pour confirmer la validité du rallye boursier amorcé au lendemain de l'élection présidentielle américaine du [...]
  • August 2016 | Potash-Agrium Merger Seen Likely to Clear Regulatory Hurdles

    Bloomberg - A combination of the biggest players in any industry is usually frowned upon, yet the potential merger of Canada's two largest fertilizer producers may prove to be an exception. Potash [...]
  • March 2016 | MD Financial Management Inc. Announces Enhancements to Dividend Growth Mandates (MD)

    MD Financial Management Inc. - MD Financial Management Inc. (MD), a wealth management organization owned by the Canadian Medical Association, today announced changes to investment advisors for two [...]
  • February 2016 | Cinq titres où des activistes brassent la cage

    Les affaires - Le putsch orchestré par William Ackman chez Canadien P en 2012 n'a pas déclenché la vague d'activisme prévue au Canada.  Toutefois, des activistes restent bien dynamiques en [...]
  • December 2015 | Vous en avez assez de la Fed ? Faudra vous y faire

    Les affaires - « C'est la fin d'une période extraordinaire ». C'est ainsi que s'exprimait la présidente Janet Yellen à la suite de la réunion tant attendue de la Réserve fédérale [...]
  • October 2015 | 29 septembre, un point tournant pour le S&P 500

    Les affaires - Parce que le 29 septembre l'indice S&P 500 a testé avec succès son creux du 24 août, on peut maintenant croire qu'il est engagé dans une poussée qui le mènera vers de nouveaux [...]
  • September 2015 | La patience de la Fed: un cadeau empoisonné ?

    Les affaires - À vouloir trop protéger la bourse, la Réserve fédérale américaine (Fed) ne risque-t-elle plutôt de créer encore plus de volatilité sur les marchés financiers ? >  Read more [...]
  • September 2015 | Récession: la Banque du Canada abaissera-t-elle son taux directeur ?

    Les affaires - Alors nous sommes en récession. Du moins nous l'étions. En effet, pour un deuxième trimestre consécutif, le PIB réel canadien a reculé. De 0,5% (à rythme trimestriel annualisé) [...]
  • May 2015 | Starbucks Breakfast Sandwiches Has Premium Brands Expanding

    Bloomberg - Premium Brands Holdings Corp.'s sales of grab-and-go breakfast sandwiches and wraps for Starbucks Corp. are helping make it North America's fastest-growing packaged-food supplier. >  [...]
  • April 2015 | Ag Growth Poised to Rally as Bins Overflow on Record Crop

    Bloomberg - Ag Growth International Inc.'s slide from a record high is a buying opportunity say analysts who forecast the grain-equipment maker's purchase of a competitor will help it profit from [...]
  • April 2015 | A New Acquisition Cycle?

    La Presse - Chaque semaine, un financier répond à nos questions. Il donne sa lecture des marchés, offre son point de vue sur la Bourse et lance quelques conseils d'investissement. Cette [...]

Press Releases

  • February 2017 | Green Bonds

    A first since the inception of the firm, Green Bonds were introduced to MBI's fixed income portfolios. Projects that will benefit from such investments include clean transportation, energy efficient [...]
  • February 2017 | Collaborative engagement

    MBI signed the PRI Statement on ESG in Credit Ratings, a UNPRI collaborative engagement initiative. The objective of the signatories is to enhance systematic and transparent consideration of ESG [...]
  • October 2016 | John Goldsmith, Vice President and Deputy Head of Equities, comments the results of two Montrusco Bolton portfolio holdings: CN and CP.

    CP Rail disappoints, but a better buy than CN: Goldsmith CP Rail has cut its full-year profit forecast but the railroad is still a preferred buy over CN Rail, according John Goldsmith, deputy head of [...]
  • August 2016 | On the product front

    On the product front, our first private debt offering in partnership with Third Eye Capital saw the light during the third quarter. The MBI/TEC Private Debt Opportunities Fund I, L.P. was [...]
  • August 2016 | Special client event

    During the quarter, we held a special client event on Emerging Markets, where the guest of honour was Bill Sterling, the President and CEO of Trilogy Global Advisors (TGA). Bill discussed the [...]