Montrusco Bolton Investments

Montrusco Bolton Investments

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Investment Discipline

Montrusco Bolton Investments Inc. is a Montreal-based investment management firm offering its services to institutional clients, including pension funds, foundations, religious communities, insurance companies, banks and investment funds. The firm’s product line is a broad reflection of its client-centric approach as it includes Canadian fixed income and equities, as well as U.S. and Global equities. Through exclusive sub-advisory agreements, it also offers private debt and emerging market equities.

The firm's investment management process is based on a four-step approach. The proprietary “4-Step” methodology is a disciplined framework that ensures consistency and repeatability within the confines of a risk management environment that is integrated at every stage of the process.

The Firm

The firm’s mission is to Listen, Understand and Deliver. Its origins date back to 1946. The firm was privatized in 2000 and is led by Mr. Sylvain Boulé, President and Chief Executive Officer.

Investment Strategies

  • Canadian Equities
  • Non-Canadian Equities
  • Balanced
  • Fixed Income
  • Alternatives

Assets Under Management

Canadian Equity 56%
Balanced 17%
Fixed Income 9%
Non-Canadian Equity 9%
Alternatives 9%

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

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