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MB Solutions has a distinct business model and a long history of bringing clients innovative solutions

Description

High Conviction Quality Growth investment strategies anchored in fundamental, bottom-up analysis. We rely on independent thinking to seek out questions of substance. These help us forecast inflection points, errors of perception and catalysts through a repeatable process that promotes consistency and sustainability of alpha.

Description

Canadian Equities SC/SMID/MID/AC

  • Quality Growth investment strategies anchored in fundamental bottom-up analysis. Our repeatable process-driven investment philosophy allows us to build concentrated portfolios having the potential to earn superior long-term risk-adjusted returns. The companies we invest in typically exhibit higher returns on capital and leading per share growth metrics.

Canadian Dividend Equities

  • Defensive high dividend yield and high dividend per share growth investment strategies anchored in fundamental bottom-up analysis. Our repeatable process-driven investment philosophy allows us to build concentrated portfolios having the potential to earn superior long-term risk-adjusted returns. The companies we invest in typically exhibit dividend yields over 3.5%, leading dividend per share growth, and low downside capture ratios.

Investment offerings in this solution

Our traditional offerings

Montrusco Bolton designs best-in-class portfolios based on candidate companies with sustainable competitive advantages.

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DISCLAIMER

Investment products only offered for accredited investors

Investment Team

JEAN DAVID MELOCHE, CFA
Head of Global Equities
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EVELYNE L’ARCHEVÊQUE, B. Comm., CFA
Investment Officer
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ROBERT HISCOCK, B. Eng., M.A., CFA
Investment Officer
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GIACOMO MAGGIORE, B. Comm., CIM
Analyst
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MUNJAL PATEL, B. Tech., M. Fin.
Analyst
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QIAO NIE, M. Fin.
Analyst
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JOHN GOLDSMITH, MBA, CFA, CBV, CIM, FCSI
Head of Canadian Equities
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KIMBERLY CHEONG, B. Comm., CIM
Portfolio Manager
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SIMON SIMONIAN, M.Sc., CFA
Portfolio Manager
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PETER STUSIO, MBA, CFA
Senior Analyst
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MUNIR SHAHIN, MBA
Senior Analyst
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MICHAEL BOUET, MBA, M. Eng., CIM
Senior Analyst
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institution

Montrusco Bolton Asset Management (MBAM)

Montrusco Bolton Asset Management is a Canadian boutique investment firm that specializes in providing robust, tailored solutions and effective portfolio management strategies, in keeping with the highest standards of governance. We have a passion for managing money. We are client focused. We provide an entrepreneurial culture that motivates our highly skilled people to deliver their best work. We are committed to transparency, integrity and accountability in everything we do. We have a successful track record at achieving long‑term goals based on specific needs and risk tolerance. We have fresh insights regarding portfolio management, strong views about our client focus and deep roots in Canadian communities.

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