Simon Simonian

Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their 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.

Provides brokerage services

SIPAR believes that the quality of their portfolios is based on their rigorous selection process for target companies. Thorough analysis of the strategic plan, detailed examination of financial reports and a study of the company's financial history are undertaken during the due diligence process in order to confirm the quality of the execution of the management team. In-house financial models, based on established valuation parameters, for each company determine an estimated target price, an accurate risk valuation and an assessment of the expected returns. A final decision on the investment parameters concludes the due diligence process, which is periodically re-implemented to re-evaluate companies in SIPAR's portfolios. They select companies with outstanding fundamental qualities that can potentially generate above sector-average growth. They seek Québec-based companies (public or going public) starting from a small capital base and targeting a dominant niche market position using the following criteria: a reliable management team, corporate governance in accordance with TSX guidelines, growth companies believed to have potential to become market leaders, undervalued companies and companies in turn-around situations.

Functions as a College/University

Functions as a College/University

Provides financial services