Although we hear more often in the media about large asset managers, there can be substantial advantages to investing with a smaller and more nimble manager. In fact, evidence suggests that taking advantage of market opportunities becomes more...
With expertise in asset management, financial research and public policy, Nordis Capital (NC) provides investment solutions that help achieve higher, long-term risk-adjusted returns while committing to sustainable development. As conveyed by its inspirational website,...
When the Auspice Diversified fund delivered +7.6% during the onset of COVID in Q1 of 2020 and +18.4% full year, it reaffirmed a message Auspice has been communicating for 16+ years: “in crisis periods, we have never missed”. Then something else happened...
Before launching his portfolio management firm, B-CAP’s Founding President, Mathieu Bouthillier, had gained extensive experience in finance with BMO Nesbitt Burns, Exotix, J.P. Morgan and Optimum in Montréal and London, acquiring rich and diverse skills in several...
Launched in 2007, Galliant Advisors LP (“Galliant”) is led by two Montrealers who have turned their passion for investing into a highly successful investment management firm. From meeting as kids, to attending McGill University together, Ken Koby and Ian Shaffer have...
Launched in 2013 by Marc Rivet, co-CEO and CCO, and Gabriel Cefaloni, co-CEO and CIO, Nymbus Capital (Nymbus) has been providing customized multi-asset solutions leveraging a broad range of asset classes to institutional investors, financial intermediaries and private...
When we met with Tonus Capital (Tonus) for this interview, the firm had recently entered the QEMP program and had just received an initial investment allocation to support the launch of its institutional product, the U.S. Small Cap Equities Fund. With the...
As part of his extensive experience with various prominent companies, Vincent Dostie served as Vice-President of Investments for a multi-family firm. There, he hired portfolio managers, led business development and oversaw asset allocation for some forty wealthy...
As a next generation portfolio manager, Evovest has been breaking new ground in asset management services since 2017 with artificial intelligence, deep knowledge and scalable learning techniques. Combining his interests in math, current events and technology, Carl...
Lester Asset Management’s team ensures its strategies rank among the best in Canada by deviating from the indices’ usual parameters and thus, outperforming them in terms of returns. The firm’s two main strategies are specifically designed to...
The Global Alpha Asset Management team alone has a combined experience of over 60 years in the small-cap sector. It is by focusing exclusively on its expertise and deepening it meticulously that the Quebec-based firm has enjoyed great success, particularly in the...
Both her strong entrepreneurial drive and her desire to offer investors high-quality alternative products led Geneviève Blouin to launch the portfolio management firm Altervest in 2010. Indeed, having first worked for major financial institutions in Montreal,...
Launched in 1995, Allard, Allard & associés is pleased to take part in this series of portfolio managers’ profiles, an initiative from the Emerging Managers Board (EMB). “Promoting local expertise in this manner helps build a strong industry in Montréal and...
In 2010, Martin Lalonde launched his portfolio management firm, Rivemont, after spending a few years at a Canadian mergers & acquisitions firm, where he perfected his negotiating skills. Considering both real estate investments and stock exchange transactions, Mr....
An interview in Emerging Manager Monthly. The premier independent news source for the asset management community. Powered by Financial Investment News. January 7, 2016 Emerging managers in the U.S. may lament the availability of institutional investment opportunities...
The Emerging Managers Board (EMB) is proud to announce the members that have obtained a mandate to manage assets as part of the Quebec Emerging Managers Programme. An integral part of the Entrepreneurs Division of Finance Montréal, this one of a kind programme aims to...
