Inovestor Asset Management (IAM) provides discretionary investment management insights and solutions for investment advisors, individual and institutional investors. We are a dedicated and experienced team that united their efforts to focus on generating value added for our clients by focusing on the EVA methodology.
Founded
2017
Assets
$30M
Strategies
NASDAQ Canadian Equities
1. QARP (Quality At Reasonable Price)
We use the EVA approach to quantify quality and price.
2. Concentration
We believe in high conviction portfolios that look different from the benchmark.
3. Consistency
We apply a rigorous approach in order to minimizing style drift.
4. Controlled Turnover
We target long term investments gains.
The Fund is comprised of an equal-weighted portfolio of 25 large-capitalization, Canadian-listed companies, designed to provide exposure to high-quality firms that trade at a reasonable price with the best rankings in Inovestor’s stock selection model.
EVA Canadian Equities Growth
1. EVA, Growth and Quality
We use the EVA approach to quantify quality and growth.
2. Concentration
We believe in high conviction portfolios that look different from the benchmark.
3. Consistency
We apply a rigorous approach in order to minimize style drift.
4. Controlled Turnover
We target long-term investment gains.
The Fund is comprised of a portfolio of 25-25 large-capitalization, Canadian-listed companies, designed to provide exposure to high-quality and growth firms.
Philosophy
EVA, Quality, and Growth
Approach
1. QARP (Quality At Reasonable Price)
2. Concentration
3. Consistency
4. Controlled Turnover
Team
Christian Godin, Portfolio Manager
Fares Alkassmy, Analyst, assistant portfolio manager
Anthony Menard, Analyst, Trader
Kimberly, Analyst ESG
President and Portfolio Manager
Christian Godin
[email protected]
1097 Rue St Alexandre, suite 400
Montreal (QC) H2Z 1P8
Telephone: 5142870011
Website: https://www.inovestor.com/en-CA/inovestor-asset-management/
