Montrusco Bolton Investments Inc. is a Canadian boutique asset manager, firmly established with roots tracing back to 1946, with approximately CAD 9.4 billion in assets under management as of December 31, 2021. Montrusco Bolton has an entrepreneurial culture with long-term strategic partners, a robust infrastructure and a sound governance, as well as a diversified investment offering. The company is privately owned and independent with more than 100 institutional clients in North America, Europe and Asia. Montrusco Bolton has been a signatory of the Principles for Responsible Investments inc.
Marketplace Access: Asset Manager
Clear Skies Investment Management
Clear Skies Investment Management Inc. invests in companies with purpose-driven business models that support the UN Sustainable Development Goals. We are an impact investment firm committed to creating value for our investors and stakeholders. Our teams screen and assess investments using an impact radar created in-house to reflect our clients’ values, as well as to ensure that capital reaches the companies at the forefront of creating a sustainable economic system that enables positive impact on the environment and society.
Lazard Asset Management
Lazard serves investors around the world with a broad range of global investment solutions and investment management services. We have built the business over decades with an emphasis on strategies that benefit from intensive research and active management. The result is a strong pattern of long-term performance, global perspective and deep insight into local markets.
On-the-ground, global fundamental research is the foundation of our investment approach. Our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.
We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our teams to focus on what we do best: invest your capital.
Risk management is integral to our portfolio construction. Our independent global risk management team provide objective monitoring of all our portfolios to ensure our investment teams understand the balance of risk and return and our investment strategies deliver their expected pattern of performance.
ESG considerations, including a company’s governance policies and board structure, environmental practices, and labor policies, can affect a security’s valuation and financial performance. Therefore, our investment professionals integrate ESG analysis into their research and decision-making processes.
EdgePoint Investment Group
EdgePoint Investment Group Inc. is an independently owned discretionary investment manager based in Toronto. The firm was founded in 2008 by Tye Bousada, Geoff MacDonald, Patrick Farmer and Robert Krembil. In an industry that was increasingly driven by the sales and marketing departments, they believed there was an opportunity in the marketplace for a company that would put investors at the forefront of all business decisions, that believes in direct and timely communication and invests its own money in its products alongside its investment partners.
Gore Mutual Insurance Company
Built on a foundation of financial strength for more than 180 years, Gore Mutual Insurance Company is one of Canada’s first property and casualty insurance companies. Based in Cambridge, Ontario, we are a Canadian mutual company, with more than 500 employees focused on delivering outstanding insurance products and services to customers. Insurance that does good – this is our Purpose. At Gore Mutual, we believe insurance doesn’t just mean shared risk, it means shared reward. This is what is driving our work to become a purpose-driven, digitally-led national insurer.
Aviva Investors Canada Inc.
Aviva Investors is a global asset manager with integrated expertise across all asset classes. This, combined with our insurance heritage, investment capabilities and sustainability expertise, uniquely positions us to deliver the outcomes that matter most to today’s investor.
Trans-Canada Capital
Trans-Canada Capital (TCC) is an innovative asset management firm specializing in non-traditional investment strategies for institutional investors.
Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through sophisticated strategies focusing on alpha generation in a rigorous risk-controlled framework.
With over C$30 billion in assets under management, more than 85 investment professionals based in Montreal and Toronto, and a complete range of innovative solutions, TCC is well positioned to meet the needs of institutional investors seeking consistent returns.
Munro Partners
Munro Partners is a global investment manager with a core focus on growth equities. Established in 2016 by an award winning investment team with a 15 year proven track record of strong returns, the business has over $5 billion in AUM and is owned and controlled by key staff. Via our proprietary investment process, we invest alongside our clients to benefit from some of the key structural changes that occur in our world today. The business is Australian domiciled, with its head office based in Melbourne.
Sprucegrove Investment Management Ltd.
Sprucegrove Investment Management Ltd., (Sprucegrove), is a boutique international and global equities investment management firm exclusively serving the institutional market since 1993. The firm is 100% employee-owned and we are proud of our diversity and inclusiveness: 69% of our shares are held by women, minorities, or both. As of June 30, 2021, Sprucegrove managed over $30 B CAD in AUM across their four equity mandates.
Since the firm was founded, two unchanging objectives have fueled our collective efforts: (1) provide our clients with above-average investment performance over the long-term and (2) provide every client with a boutique service experience. Our ethos is steeped in humility, passion for the business, a desire to learn and deep collaboration across the firm all aimed at achieving these two objectives. Remaining an independent firm not only reinforces our ability to execute our investment process but also deliver exceptional service to each of our clients. Simply put, we can focus on doing what’s right for our clients while effectively maintaining a long-term focus in managing the firm. Our ability to consistently execute on Sprucegrove’s two objectives explains why, across our clients, we are often one of the longest-standing asset managers they have, with many client partnerships spanning more than 15 years.
Sprucegrove is a signatory of the Principles for Responsible Investment (PRI) and the Carbon Disclosure Project (CDP).