traditional offerings

Custom investment solutions and effective portfolio management strategies

Montrusco Bolton U.S. Equity Strategy

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.


U.S. 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
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