Member Details

Formula Growth

Formula Growth is an independent boutique investment advisor based in Montreal. Founded in 1960 by John Dobson the firm established itself as a leader investing in U.S. growth and emerging market stocks with a small and mid cap bias. With research offices in Montreal, New York and Hong Kong the firm leverages a very stable and experienced investment team. The repeatable investment process and thorough risk management led to strong compounded returns generated over multiple economic cycles.

Founded

1960

Assets

$ 800 M

Strategies

Absolute return funds: LS US equity small mid cap

Equity Market Neutral US small mid cap

LS Chinese equity small mid cap

Traditional mutual funds: US small mid cap

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

Fundamental bottom up process while remaining macro aware

GARP style with a small and mid cap bias

Contact information

Mathieu Boivert

1010 Sherbrooke St. West, Suite 2300

Montréal (QC) H3A 2R7

514-288-5136 • mat@formulagrowth.com

www.formulagrowth.com

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