Lorne Steinberg Wealth Management is an independent investment firm that provides discretionary management services for private clients and institutional investors. Our approach to investing is securely founded on a deep value-based philosophy – we are stubbornly focused on only buying quality businesses whose prices are compellingly cheap.
Founded
2009
Assets
$ 485
Strategies
Global Value Equity and High Yield Bond
The Steinberg Value Equity Fund seeks to provide long-term capital appreciation by investing in public companies that meet our strict investment criteria, and whose share price is trading at a discount to its intrinsic value.
The Steinberg High Yield Fund seeks to maximize total return by investing primarily in higher yielding corporate bonds and other securities.
Our firm is committed to preserving capital, managing risk and exceeding client expectations both in terms of service and long-term investment returns.
Philosophy
Our approach to investing is securely founded on a deep value-based philosophy – we are stubbornly focused on only buying quality businesses whose prices are compellingly cheap.
Approach
Value
Team
Lorne Steinberg, MBA CFA
President
Daniel Thompson, MBA CFA
Vice President - portfolio manager
Geoffrey Smith, CFA
Portfolio Manager
Brian Pinchuk, BEng MBA CFA
Portfolio Manager
Phillip Armstrong
Senior Vice President, Fixed Income Investments
Samuel Oubadia, MBA CFA
Senior Analyst
.
president
Daniel Thompson
[email protected]
1000 de la Gauchetiere Ouest, suite 3310
Montreal (QC) H3B 4W5
Telephone: 514-876-9888
Toll Free: 866-876-9888
Website: www.steinbergwealth.com
