Landry Investment Management Inc. is an asset manager that uses a combination of fundamental and quantitative investment strategies. The firm integrates value and momentum (“VALMO”) in the management of traditional and alternative mandates that are available to institutional investors as well as private clients in the Canadian, U.S. and global equity markets.
Landry uses an actively managed multi-factor approach. Our investment style is a combination of value and
momentum factors which we named the VALMO strategy.
These value and momentum factors complement each other very well as they are negatively correlated and outperform the market individually, but over different periods of the stock market cycle. We use an adaptive process to change the weight between the factors throughout the cycle depending on where we consider the cycle to be.
Since 2012, Landry’s investment style is described as a quantitative multifactor strategy, combining value and
momentum factors. This blend is characterized by the strong potential outperformance of momentum investing
and the good long-term returns, stability and downside capital protection of value investing.
Systematic and unbiased quantitative approach.
Jean-Luc Landry, Founder & CEO
Benoit Brillon, CFA, Chief Investment Officer
Charles Lemay, VP of Business Development & CFO
Colette Bournival, C.Adm., VP of Private Wealth
A. Scott Fraser, Portfolio Manager of Private Wealth
Maxim Saint-Amant Lamy, CFA, Chief Compliance Officer
Jason Laliberté, CFA, Assistant Portfolio Manager
Philippe Girard, Analyst
Hanan Diab, Analyst