Who we are
Montrusco Bolton Investment is an independent, employee-owned boutique asset manager focused on long-term capital growth. With roots tracing back to 1946, Montrusco Bolton manages CAD 17.7 billion (USD 12.9 billion – as of December 31 2025) in assets, serving institutional clients globally.
We partner with our clients to steward capital responsibly across market cycles. Our investment approach is grounded in fundamental research, disciplined portfolio construction, and a long-term perspective centered on owning high-quality businesses.
Guided by an entrepreneurial spirit, our investment professionals are deeply aligned with the outcomes we seek to deliver for the clients we serve.
A diversified and inclusive team
We have a passion for managing money. Our team is composed of investment professionals from a diverse set of cultures, academic backgrounds, and work experiences. The goal being to always evaluate investment ideas from multiple perspectives and reach our clients’ objectives.
Meet our teamFirmly established
Montrusco Bolton is a Canadian boutique investment firm with institutional clients in North America, Europe and Asia. We have a successful track record of achieving long‑term goals based on specific needs and risk tolerance. We have fresh insights regarding portfolio management, strong views about our client focus and deep roots in Canadian communities.
Privately held and independent
Headquartered in Montreal, Montrusco Bolton is a reliable, privately held and independent firm. Our independent status gives us solid foundations for growth and our employee-owned structure ensures that we attract and retain the best talent.
Driven to succeed
Passion has a place in the way we do business. Our product lineup is a reflection of our client-centric approach. It includes Global and U.S equities as well as Canadian fixed income and equities. We also offer alternative solutions through exclusive partnerships and sub-advisory agreements, managed by entrepreneurial and specialized investment firms.
Sound governance
Montrusco Bolton strongly believes in maintaining the highest standards of transparency, integrity and accountability. As a result, we have established a firm-wide structure ensuring compliance with applicable rules and regulations in every critical sector of the company (investment, trading, administration, marketing and IT), while improving risk management. In addition,
- We are:
- registered in Canada (Portfolio Manager, Investment Fund Manager and Exempt Market Dealer) since 1946 and in the U.S. (Investment Adviser) since 2010;
- members of the Investment Funds Institute of Canada (IFIC) since 2000 and the Portfolio Management Association of Canada (PMAC) since 2011;
- signatories of the Principles for Responsible Investment (PRI) since 2011, which is an investor initiative in partnership with UNEP Finance Initiative and the UN Global Compact; and
- members of the Responsible Investment Association (RIA) since 2022.
- We collaborate with COMPLY Technologies, Inc., a compliance firm, since 2010, to help us with the US regulations.
Strategies
Learn more about our investment strategies and how they support long-term performance.
EXPLOREResponsible Investment
We consider financially material sustainability-related risks and opportunities and actively engage with the companies we invest in
READContact Us
Get in touch with our team to learn more about our approach and investment capabilities.
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