Tel: 403-750-0861
Fax: 403-262-0804

Address

BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
Suite 1100
Calgary, AB
T2P 1G1
Map

Contact Us

Investment Management

Active Management does not mean how active a Manager is. 

- Portfolio construction is well balanced to provide resilience

- Markets can be more volatile than actual fundamentals of the markets. Our focus is primarily on the fundamentals of the portfolio but we do factor in investor sentiment into market movements

- Markets try to price in news that is constantly changing which can make portfolio management challenging but our primary focus is on the fundamentals of the companies we invest in and in selecting strategies that align with this belief