our

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Custom investment solutions and effective portfolio management strategies

Montrusco Bolton Global Equity Strategies

Independent thinking, seeking inflection points, perception errors and catalysts. Investment process and culture that allow the expression of non-consensus ideas within a strict and disciplined framework.

 

Global Equity

  • Fundamental, bottom-up research provides visibility into a stock’s return potential
  • Measure and mitigate risks where we do not add value
  • ESG Approach firmly rooted in each step of our process
  • Concentrated portfolios, clear conviction levels, and over 90% active share

Global Equity ex Fossil Fuels

  • Fundamental, bottom-up research provides visibility into a stock’s return potential
  • Measure and mitigate risks where we do not add value
  • ESG Approach firmly rooted in each step of our process
  • Excludes companies that own fossil fuel reserves (oil, natural gas, coal), as well as coal generated utilities
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