Montrusco Bolton Investments Inc.
|
|
Founded in 1946 and still serving their first client, Montrusco Bolton Investments Inc. manages over $5 billion* in assets.
Mandate: Canadian quantitative growth equities
Sub-advisor: Counsel Canadian Growth
Counsel Canadian Growth is an underlying fund to Counsel Conservative Portfolio, Counsel Balanced Portfolio, Counsel Growth Portfolio, Counsel All Equity Portfolio
- Lead manager Ismaël Chiadmi has more than 24 years of investment experience
- The Canadian Quantitative Growth strategy is managed using a pure quantitative approach to select well established and market liquid stocks on an equally weighted basis. Selected stocks would typically have demonstrated the strongest upward movement in share price over the previous nine-month period. Stocks within this mandate are rebalanced on a quarterly basis
* As at July 31, 2011