Montrusco Bolton Investments Inc.

Investment Discipline

Montrusco Bolton Investments Inc. is a Montreal-based investment management firm that offers services to private and institutional clients, which include pension funds, foundations, religious communities, insurance companies and investment funds. It offers a broad range of products including Canadian equity and fixed income, US equity, International equity, Absolute Return fund of funds and other alternative and specialty funds.

The firm's investment process for all the asset classes managed is based on a four step approach. First, a thorough analysis of fundamental factors based on examination of demographic trends, business cycles and fiscal/monetary policies enables Montrusco Bolton to set up a proper backdrop for the remainder of its investment process. It then looks at valuation factors that will ultimately define the trading opportunities associated with the different asset classes. A risk budget is then developed in order for the firm to assess the potential return of each portfolio versus the risk units of each position. Finally, Montrusco Bolton’s buy and sell discipline is established so that it can constantly monitor the changes that could occur with respect to its investment thesis. This process is vital since it provides a thorough approach throughout the various business cycles and contributes towards adding value to Montrusco Bolton's clients' portfolios.

The Firm

The origins of the firm go back to 1946. Its head-office is located in Montréal and has offices in Québec City, Saint-Hyacinthe, Toronto and Calgary. The firm is led by Sylvain Boulé, President and Chief Executive Officer.

Contact Information

1501 McGill College Avenue
Suite 1200
Montreal, QC, Canada H3A 3M8
(514) 842-6464
www.montruscobolton.com/anglais.html