Montrusco Bolton Investments Inc.
montruscobolton.com Direct investor
Montrusco Bolton Investments Inc. is an independent, majority employee-owned asset management firm headquartered in Montreal, Canada. It manages CAD 17.7 billion in assets for institutional and private clients globally, offering strategies in global and U.S. equities, Canadian fixed income and equities, and alternative solutions.
Montrusco Bolton Investments Inc. is an asset manager headquartered in Montreal, Canada, founded in 1946. It invests directly in companies, in equities, fixed income and alternatives. CAD 17.7 billion (USD 12.9 billion – as of December 31 2025) under management, as it reports.
“We invest with a business-owner mindset, focusing on companies with durable fundamentals and sustainable growth.”
— Montrusco Bolton Investments Inc., own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not applicable
- Invests in
- Canada, United States, Europe, U.K., Asia
- Sectors
- equities, fixed income, alternatives
- Founded
- 1946
- Assets under management
- CAD 17.7 billion (USD 12.9 billion – as of December 31 2025)
Team, as Montrusco Bolton Investments Inc. publishes it
- Sylvain Boulé President and Chief Executive Officer (CEO)
- Dina Fakhry Senior Vice President and Chief Operating Officer (COO)
- Karine Gareau Vice President, People and Culture
- Marc Drolet Vice President, Head of Client Servicing
- Claude-André Duquette Senior Vice President, Head of Business Development and Marketing
- John Goldsmith Head of Canadian Equities
- Robert Hiscock Lead Portfolio Manager, Global and U.S. Equities
- Egor Rybakov Portfolio Manager, International Equities
- Marc Lecavalier Senior Portfolio Manager, Small and Mid-Cap Equities
- Patrick Lauzière Assistant Portfolio Manager, Small and Mid-Cap Equities
- Robert Gwin Senior Equity Analyst
- Simon Simonian Portfolio Manager
Names and roles exactly as listed on montruscobolton.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Montrusco Bolton Investments Inc. publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.montruscobolton.com/name, hq_country, hq_city, thesis_quote, thesis_quote_page
- https://www.montruscobolton.com/who-we-are/is_investor, layer, type, sectors, description, founded, aum
- https://www.montruscobolton.com/journal/joe-nakhle-joins-as-chief-investment-officer-and-head-of-investment-risk/invests_in_geographies
- https://www.montruscobolton.com/team/people
Is this record wrong or stale? Report a mistake — it reaches us directly, no email address to look up.
Record 4327 · added 2026-09-03 · link last verified 2026-09-21 · confidence high
Similar investors
- Formula Growth LimitedAsset manager · Not applicable · Montreal, Canada
- Manulife Investment ManagementAsset manager · Toronto, Canada
- Mawer Investment Management LtdAsset manager · Calgary, Canada
- Periscope CapitalAsset manager · Not applicable · Toronto, Canada
- Polar Asset Management PartnersAsset manager · Not applicable · Toronto, Canada
- Waratah Capital Advisors Ltd.Asset manager · Toronto, Canada