MONTRUSCO BOLTON Overview

Montrusco Bolton Investments Inc. is an investment advisor that manages 4.5 BN dollars in regulatory AUM and has 28 employees, of which 21 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/09 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 36% of the manager's regulatory AUM.

MONTRUSCO BOLTON StockAlpha

-10%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MONTRUSCO BOLTON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RY 11.76% Financials 8.03% -0.91% 3 5%
TD 11.01% Financials 8.95% -0.71% 2 6%
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MONTRUSCO BOLTON Founders and Key Employees

Name Title In Position Since
Jean-Claude Ayotte Chief Compliance Officer, Chief Financial Officer June-2005
Christian Godin Senior Vice President May-2001
Ismael Chiadmi Senior Vice President August-1997
Benoit Bourdages Vice President, Operations June-1996
Sylvain Boule President, Chief Executive Officer February-1992
Tim Russell Vice President August-1997
Ginette Therien Vice President Administration And Compliance December-1998
John Goldsmith Vice President, Deputy Head Of Equities April-2004
Richard Guay Senior Vice President September-2000
Jean-David Meloche Vice President And Portfolio Manager January-2005
Robert Y. Leblanc Vice President, Business Development December-2013
Kimberly M. Cheong Senior Analyst October-2009
Michael P. Bouet Senior Analyst March-2008

MONTRUSCO BOLTON Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro

MONTRUSCO BOLTON Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is
under priced (indicating it may be a good time to buy) or overpriced (indicating it may be time
to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.


9
Technical analysis. We analyze past market movements and apply that analysis to the present in an at...
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MONTRUSCO BOLTON Portfolio Concentration

MONTRUSCO BOLTON Location

1501 MCGILL COLLEGE AVENUE
SUITE 1200
MONTREAL, CANADA, H3A3M8

MONTRUSCO BOLTON Contact Information

Phone Number: 514-842-6464
Fax Number: 514-282-2503
Website:

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