A Montreal based firm founded in 2006 by two financing business executives with over 20 years of Global investment experience. A highly cohesive team that understands how to manage money in the unique way of analyzing Global investment themes using cash flow/value style analysis while finding overlooked names at compelling entry prices. The firm is long biased but spends most of its time looking for short/hedging opportunities. The firm has a disciplined buy/sell process and liquidity guidelines that are strictly enforced. The company has the philosophy of not using leverage to achieve performance and have delivered strong returns since inception.
Founded
2006
Assets
$130 million as of 31 March 2014
Strategies
Non-levered, Long/Short, return focused
Domestic Fund
Offshore Fund (Parallel)
Philosophy
The Fund is a value-oriented, non-leveraged, long/short equity and commodity specialized investment fund, created to provide an investment vehicle for high-net-worth investors to augment their portfolio returns, through long-term capital appreciation. The philosophy behind the Fund is to provide investors with a global investment approach via the Canadian equity markets and hedge their portfolios against the negative effects of the unprecedented growth in money supply and subsequent devaluation of paper currencies globally.
Approach
Global Growth Themes – All Cap
Cash Flow – Value Investing
Long biased
Co-founder
1001 De Maisonneuve Blvd. W. Suite 205
Montreal (Quebec) H3A 3C8
514-907-8070
www.btglobal.ca
