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 integration into the investment process

Robust risk management to protect capital