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.
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.View all traditional offerings
Investment products only offered for accredited investors
JOHN GOLDSMITH, MBA, CFA, CBV, CIM, FCSI
KIMBERLY CHEONG, B. Comm., CIM
SIMON SIMONIAN, M.Sc., CFA
PETER STUSIO, MBA, CFA
MUNIR SHAHIN, MBA
MICHAEL BOUET, MBA, M. Eng., CIM
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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