Canadian Equity Team

Canadian Small Capitalization Equity Strategy

  • Pooled Fund Available to Canadian Investors only
  • Segregated account

We are a high-conviction bottom-up investment manager focusing on Canadian securities that exhibit superior quality (margins, returns on capital and leverage) and per share metric growth rates. We believe that this combination will provide superior risk-adjusted returns in a low global growth and low interest rate environment. Our goal is to double the invested capital over 5 years with the bulk of total return coming from capital gains¹.

Our concentrated Quality Growth investment style, combined with a repeatable rule-based risk management system, enables us to focus on high quality per share growth companies (versus the S&P/TSX Small Cap Index) that seek to double their key per share metrics over the coming 5 years². The explicit anomalies we seek to exploit are growth (i.e.per share growth), lower beta (i.e.low volatility), and trade activity (i.e.illiquidity). The implicit or secondary benefit this provides the portfolio is lower downside capture and improved risk-adjusted return metrics.

¹²: Source: Montrusco Bolton Investments Inc.

Investment Offering

Canadian Small Capitalization Equity Strategy

  • 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 55 holdings
  • Long-term investment focus keeps emphasis on alpha generation


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Responsible Investment

ESG criteria are at heart of our investment processes since 2004.


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