Based on a long-term view, yet flexible enough to take advantage of short-term opportunities, our investment philosophy, for both equities and fixed income securities, encompasses specific strategies.

We define ourselves as an “all capitalization” manager. We may hold companies which are worth 100 million dollars on the market while others may be worth billions of dollars. We invest mainly in North America but we do look at opportunities in Europe and elsewhere.

We aim to maintain equilibrium in the mix of investment vehicles so as to obtain the optimum risk/return ratio. To learn more, click here.

We look for undervalued securities likely to increase in price, whose value is not being fully reflected in the market because of the general perception of investors with which we are in disagreement.

We seek to identify companies whose revenues and earnings are experiencing sharp growth and whose earnings potential is supported by concrete and reliable data.