About

Tracing its history back to 1946, Montrusco Bolton Investments Inc. is a private investment management firm. Their team of investment professionals still share the same entrepreneurial spirit that drives the way they serve their institutional clients globally.

Founded

1946

Affiliate Since

2005

Headquarters

Montreal, Canada

Montrusco Bolton's Products on AMG Wealth's Platform

MCGFX

Montrusco Bolton Large Cap Growth Fund

Fund Detail

Montrusco Bolton Global Equity ADR Strategy

SMA Details

Montrusco Bolton U.S. Equity Strategy

SMA Details

Montrusco Bolton U.S. Large Cap Growth Strategy

SMA Details

Philosophy and Approach

 

Philosophy

Montrusco Bolton believes stocks are correctly priced in the long-run but can be mispriced in the short-run.

Montrusco Bolton’s high-conviction Quality Growth investment strategy is anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The firm relies on independent thinking to build our investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions.

ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring, and sell decisions.


Approach

Montrusco Bolton’s investment team seeks to generate alpha through a disciplined, repeatable process that focuses on mispriced stock selection and mitigates other tracking risks via:

  • Security selection as the key driver of alpha
  • Fundamental research focused on identifying mispriced stocks that have upcoming catalysts
  • Dynamic management of stock weights
  • Quality Growth investible universe

Portfolio Managers

Jean David Meloche, CFA

HEAD OF GLOBAL EQUITIES AND PORTFOLIO MANAGER

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Robert Hiscock, BEng, MA, CFA

ASSISTANT PORTFOLIO MANAGER, EAFE EQUITIES

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All Affiliates

AMG’s Affiliates are high-quality independent investment management firms with entrepreneurial cultures and an investment-centric focus.