We offer objective, individualized portfolio management services. We strive to create a personnal relationship between the client and the portfolio manager. We aim to minimize portfolio risks while maximizing its long term appreciation.
+800 M$ as at 12/31/2015
Canadian Large Cap, American and North American equity strategies
Fixed-income (Investment Grade)
All strategies are offered via mutual funds or through segregated accounts
The firm adheres to a long term investment philosophy based on a rigorous and thorough stock selection process and investment decisions rest on the firm’s founding principles of Prudence, Patience et Presence and Foresight.
Bottom-up approach with a mixed-style of Value and Growth at reasonable price.
The investment process begins with investment ideas generated by a proprietary quantitative filter followed by a thorough qualitative analysis to establish an initial purchase scenario.
All the research is performed internally.