Investment Discipline

Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions.

The Firm

Tracing its history back to 1946, Montrusco Bolton Investments Inc. is an independent asset management firm based in Montreal, Canada. Their team of investment professionals still share the same entrepreneurial spirit which drives the way they serve their institutional clients globally. The firm is led by Sylvain Boulé, President and CEO.

Investment Strategies

  • Canadian Equity
  • U.S. Equity
  • Fixed Income
  • Global Equity
  • Alternatives

Assets Under Management

Canadian Equity 37%
U.S. Equity 29%
Fixed Income 11%
Global Equity 9%
Alternatives 14%

Percentages may not sum to 100% due to rounding; approximate breakdown subject to change.

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