Fund partner in portrait

Quant strategies are on the rise. Asset price inflation triggered by central bank-led support of the securities markets has created a quite challenging environment for stock pickers. Does this mean the time has passed for fundamental bottom-up investing? Not at all. The performance of the global equity strategy of Canadian asset manager Montrusco Bolton Investments Inc. proves the point.

In an interview with Tim Habicht, Founder and Managing Partner of news platform Fundview, Jean David Meloche, Head of Global Equities at Montrusco Bolton, explains how he and his team deliver value through their “quality growth” investment approach. Jean David Meloche describes why his quality growth portfolio can handle a long-term increase in rates and why he sold his position in Netflix at the start of the pandemic to invest in a company that provides construction and industrial equipment.

Interview

Jean David Meloche, Head of Global Equities at Montrusco Bolton, explains in an interview how he and his team deliver value through their “quality growth” investment approach.
Meloche also describes why his quality growth portfolio can handle a long-term increase in rates and why he sold his position in Netflix at the start of the  pandemic to invest in a company that provides construction and industrial equipment.

Fund analysis

FondsConsult took a close look at the Montrusco Bolton fund. Read more about the investment process and all the other important facts about the fund.