MONTRUSCO BOLTON INVESTMENTS INC.
MONTRUSCO BOLTON INVESTMENTS INC. is a Series C+ and buyout fund in the US, Global, europe, asia and canada investing in financials, technology, equities and fixed-income.
- Stages
- Series C+, buyout
- Sectors
- financials, technology, equities, fixed-income
- Invests in
- US-wide, Global, europe, asia, canada
- Actively investing
- Yes
- Founded
- 1946
- Assets under management
- $12.9B
Check size not disclosed
Thesis
Montrusco Bolton Investments Inc. is an independent, employee-owned boutique asset manager founded in 1946, managing USD 12.9 billion in assets for institutional clients worldwide. Headquartered in Montreal, Canada, the firm operates globally with a presence in North America, Europe, and Asia. Their investment philosophy is rooted in a disciplined, long-term approach, emphasizing fundamental research, rigorous portfolio construction, and owning high-quality businesses. They identify mispriced stocks with catalysts using a valuation-conscious methodology. Montrusco Bolton offers Global and U.S. equities, Canadian fixed income and equities, and alternative solutions. As a signatory of the Principles for Responsible Investment (PRI), they integrate ESG considerations. The firm does not specify preferences for investment stages but focuses on managing assets for institutional clients.
Common questions
Does MONTRUSCO BOLTON INVESTMENTS INC. invest at the Series C+ stage?
Yes. MONTRUSCO BOLTON INVESTMENTS INC. lists Series C+ and buyout among the stages it invests in.
Where does MONTRUSCO BOLTON INVESTMENTS INC. invest?
MONTRUSCO BOLTON INVESTMENTS INC. invests in the US, Global, europe, asia and canada.