Montrusco Bolton U.S. Equity Strategy
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.
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