Please visit our "Firm" page on our website: https://www.formulagrowth.com/our-firm/
Founded
1960
Assets
C$1.5 billion as at December 31st, 2018
Strategies
FG Alpha Fund (US Smid Equity Market Neutral), FG Hedge Fund (Long/Short US Smid Equity), FG Focus Fund (Long/Short US Smid Equi
Please visit our "Investment Process" page on our website: https://www.formulagrowth.com/investment-process/
FG Alpha Fund (US Smid Equity Market Neutral): 5-7% annualized return
FG Hedge Fund (Long/Short US Smid Equity): capture 70% bull market and 50% bear market
FG Focus Fund (Long/Short US Smid Equity): capture 70% bull market and 50% bear market
FG Global Opportunities Fund (Long/Short Asia Equity): capture 70% bull market and 50% bear market
FG Fund (Long-Only US Smid Equity): beat the index
Philosophy
-Investing in less crowded and less efficient markets leads to superior alpha
-Strong alignment of interest with our clients meaningfully investing in our own products
-Ensure continuity of the firm through a clear and tested succession plan
Approach
Please visit our "Investment Process" page on our website: https://www.formulagrowth.com/investment-process/
Team
Please visit our "Team" page on our website: https://www.formulagrowth.com/teams/#all
Vice-President
Mathieu Boisvert
mboisvert@formulagrowth.ca
1010 Sherbrooke Street West, Suite 2300
Montreal (QC) H3A 2R7
Telephone: 514-288-5136
Website: www.formulagrowth.ca
