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Montrusco Bolton Equity Income Strategy

We are a high-conviction bottom-up investment manager focusing on higher dividend yielding Canadian securities that also exhibit dividend per share growth and low beta. We believe that the combination of lower risk (i.e. low beta) and higher yield (i.e. higher dividend) maximizes risk-adjusted returns.

 

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

 
 
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