Global Sustainable Investing

Boris Nikolovsky

Portfolio Manager, Investment Advisor

Boris Nikolovsky
Cory Hazael
Jennifer Perry

Toll Free: 866-290-2434
Tel: 905-372-4551

Address
BMO Nesbitt Burns
76 King Street W
Cobourg, ON
K9A 2M3
Map

I’m very pleased to announce that I will be offering a Global Sustainable Investing (SI) Discretionary Managed Portfolio. For clients who place a high value on SI principles, I will offer a complete portfolio solution focussed on global investment ideas that align clients' investments more closely with their values. I intend to complement existing portfolios with SI considerations, while adhering to the standard principles of conservative investing and adequate diversification.

The objectives of the portfolio are to:

Provide an opportunity for long-term growth of capital by investing in a globally diversified portfolio of equity securities;
Focus on strong businesses with a potential for significant long-term growth; and
Reveal an increased global universe of companies that strive to have a positive societal impact alongside a financial return.

The Portfolio consists of 20 equally-weighted large and liquid companies (at least $10B market cap) and avoids deep value and momentum picks.

Please contact me if you want to discuss further. ~ Boris