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Custom investment solutions and effective portfolio management strategies

Montrusco Bolton Global Equity Strategies

High-conviction Quality GARP investment strategy anchored in fundamental, bottom-up analysis. We rely on independent thinking to build our investment theses for each holding. We seek to forecast inflection points, errors of perception and catalysts through a repeatable process that promotes consistency and sustainability of alpha in different market conditions.

 

ESG considerations permeate the process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions.

 

Global Equity

  • Repeatable and consistent investment process that delivers added value in different market conditions
  • Rigorous in-house dedicated fundamental research based on independent thinking
  • Long-term investment focus keeps emphasis on alpha generation
  • ESG and SDG integrated in our process
  • Robust risk management to protect capital

 
 
 
Download the fact sheet here.

Global Equity ex Fossil Fuels

  • Repeatable and consistent investment process that delivers added value in different market conditions
  • Rigorous in-house dedicated fundamental research based on independent thinking
  • Long-term investment focus keeps emphasis on alpha generation
  • ESG and SDG integrated in our process
  • Robust risk management to protect capital
  • Low carbon footprint

 
 
Download the fact sheet here.

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