We are value managers and invest in equities in shareholder-friendly jurisdictions (primarily North America and western Europe). GreensKeeper’s flagship product is the GreensKeeper Value Fund (the “Value Fund”), a conviction portfolio of our best ideas. GreensKeeper is an owner-managed firm. Helping Canadians build their wealth since 2010.
Founded
2010
Assets
> $80 million
Strategies
Global value – long only, non-leveraged, time arbitrage.
Bottom-up fundamental analysis. We invest in companies that possess durable competitive advantages (moats). We avoid the use of leverage. Only our best ideas find their way into the Value Fund and hold roughly 15-20 stocks in the portfolio. We invest our own money alongside our clients and prudently balance growth with preservation of capital. All research is performed in-house.
Our objective is to deliver absolute returns to our clients (net of all fees) in excess of both the S&P/TSX index and the S&P500 Index (measured in Canadian dollars) over the long term.
Philosophy
Our investment approach focuses on the preservation of our client’s capital. We believe in eating our own cooking. Our Founder has over 70% of his household’s net worth and 100% of their investable assets invested alongside our clients. The Value Fund is an open-ended quasi-mutual-fund trust eligible for registered accounts such as RRSPs and TFSAs.
Approach
Bottom up, value investing. Investments restricted to equities in shareholder-friendly jurisdictions (primarily North America and western Europe).
Team
Michael McCloskey
Founder & President, Portfolio Manager
B.SC., JD, MBA, CIM, AR
Former Partner & Investment Banker with Cormark Securities Former Partner & Lawyer at Aird & Berlis LLP (M&A, Corp. Finance)
Founder & President
Michael McCloskey
[email protected]
2010 Winston Park Drive, Suite 200
Oakville (ON) L6H 5R7
Telephone: 905-827-1179
Website: https://www.greenskeeper.ca/
