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Custom investment solutions and effective portfolio management strategies

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.


U.S. 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

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Responsible Investing

ESG criteria are at heart of our investment processes since 2004



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