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Custom investment solutions and effective portfolio management strategies

Montrusco Bolton Canadian Small Capitalization Equity Strategy

We seek to create a concentrated portfolio that has the potential to earn superior long-term risk-adjusted returns.

 

Canadian Small Capitalization Equity

  • Investment Philosophy & Style: Process-driven concentrated bottom-up investing with a quality growth style focused on the long-term
  • Risk Management: Systematic rule-based risk overlays focused on mitigating downside
  • ESG: Firmly rooted in each step of our process
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