Canadian Equity – Small Capitalization

Investment approach

Fundamentally-driven, bottom-up approach which focuses on identifying the leaders of tomorrow. Small Cap companies demonstrating balance sheet strength and offering growth opportunities available at a reasonable price are selected across all sectors to diversify our sources of added value while paying special attention to the preservation of capital. This approach aims to generate consistent added value at a risk that is below that of the market.

Key Characteristics

  • Experienced investment team with broad expertise in the management of Small Cap and Micro Cap strategies
  • True Small Cap strategy (no focus on mid or large cap securities)
  • Deep understanding of companies and superior access to their management
  • Rigorous investment process with a hands on approach ensuring strong practices
  • High conviction portfolio capable of significant alpha generation
  • Strong risk-adjusted returns over the long term