Montrusco Bolton Investments

About

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 which drives the way they serve their institutional clients globally.

AMG Funds From This Firm

MCGFX

Montrusco Bolton Large Cap Growth Fund

The Fund seeks to provide long-term capital appreciation.

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Approach & Philosophy

Philosophy and Approach

Our Philosophy

We believe stocks are correctly priced in the long-run but can be mispriced in the short-run.

Our high-conviction Quality Growth investment strategy is anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. We rely 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.

Our Approach

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

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

Fund Managers

Fund Managers

Jean David Meloche, CFA

Jean David Meloche, CFA

Head of Global Equities and Portfolio Manager

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