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Custom investment solutions and effective portfolio management strategies

Montrusco Bolton Equity Income Strategies

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

Equity Income

  • Geography:100% Canadian content
  • Investment Philosophy & Style:Process-driven concentrated bottom-up investing in high dividend growers with a focus on the long-term
  • Risk Management:Systematic overlays rules-based risk management focused on mitigating downside risks
  • ESG:Firmly rooted in each step of our process

Equity Income Plus

  • Geography:Up to 20% US content
  • Investment Philosophy & Style:Process-driven concentrated bottom-up investing in high dividend growers with a focus on the long-term
  • Risk Management:Systematic overlays rules-based risk management focused on mitigating downside risks
  • ESG:Firmly rooted in each step of our process
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