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
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
Equity Income
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