Montrusco Bolton Canadian Equity Strategies

Canadian Small Capitalization Equity

Rule-based investment process ensures repeatability and consistency

Capital preservation bias with focus on defense especially in flat to down markets

Superior risk-adjusted returns

Concentrated active management with less than 55 holdings

Long-term investment focus keeps emphasis on alpha generation

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Montrusco Bolton Equity Income Strategy

Rule-based investment process ensures repeatability and consistency

Capital preservation bias with focus on defense especially in flat to down markets

Superior risk-adjusted returns

Concentrated active management with less than 35 holdings

Long-term investment focus keeps emphasis on alpha generation

Income via dividends generating 33-50% of total historic return

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