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 12/31/22. The fund's latest filing disclosed 4BN in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/09 to 12/31/22. The fund's latest filing disclosed 4BN in positions, representing 96% of the manager's regulatory AUM.
MONTRUSCO BOLTON StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
MONTRUSCO BOLTON Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 7.14% | Tech | 17.4% | -0.07% | 0 | 53% | ||
| DHR | 5.02% | Industrials | -5.38% | -0.22% | 0 | 22% | ||
|
Get the Full Report |
||||||||
FEATURED IN
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...
Get the Full Report
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...
Get the Full Report
MONTRUSCO BOLTON Portfolio Concentration
MONTRUSCO BOLTON Location
1501 MCGILL COLLEGE AVENUE
SUITE 1200
MONTREAL, CANADA, H3A3M8
SUITE 1200
MONTREAL, CANADA, H3A3M8
MONTRUSCO BOLTON Contact Information
Phone Number: 514-842-6464
Fax Number: 514-282-2503
Website: http://www.montruscobolton.com
Fax Number: 514-282-2503
Website: http://www.montruscobolton.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
