Montrusco Bolton Canadian Equity Strategies

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

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

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