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Montrusco Bolton Canadian Equity Strategies

We are a high-conviction bottom-up investment manager focusing on Canadian securities that exhibit superior quality (margins, returns on capital and leverage) and per share metric growth rates. We believe that this combination will provide superior risk-adjusted returns in a low global growth and low interest rate environment.

 

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

 
 
Download the fact sheet here.

Canadian 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 50 holdings
  • Long-term investment focus keeps emphasis on alpha generation

 
 
Download the fact sheet here.

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