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Institutional
Management
For 60 years,
Montrusco Bolton Investments has been managing the portfolios of
institutional clients. Our clients are mainly pension funds, foundations,
religious communities, insurance companies, brokers and investment
product distribution companies.
Our management approach
with
regard to our institutional clients is based on a complete
understanding of their objectives and constraints in relation to their
investment requirements. Therefore, we provide our clients with more
than just products we offer them investment solutions.
Investment Philosophy: Ownership
Investing
We think that it is important to have a clear investment philosophy
which must be shared by the whole investment team. Why? Because it
ensures that our analysis of companies is applied consistently to all of
our portfolios while optimizing the research work of our team.
Investment Process: A Four-Step Methodology
We believe that a rigorous investment process is a key element in
obtaining good results over the long term. Why? Because it enables us to
understand the source of returns and make necessary adjustments. A
disciplined process that works can be repeated and continue to produce
good returns, year after year.
Teamwork: Talent, Work and Rigor
We believe in the virtues of teamwork. In today’s world, the
continual flow of information and the complexity of markets require a
concerted effort for success: a team collaboration. At Montrusco Bolton
Investments, the team takes
priority over individuals. We are proud to count on a team that fully
supports our investment philosophy and process, a team that is motivated
by excellent returns and by meeting the clients' objectives.
Investment Solutions
Client Servicing
Team
- Institutional Management
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