Montrusco Bolton Investments Inc.
Montrusco Bolton Investments Inc. is an independent, boutique asset management firm headquartered in Montreal, Canada. Founded in 1946, the firm remains privately held and employee-owned, serving over 100 institutional clients across North America, Europe, and Asia. It specializes in diversified investment offerings, including Canadian fixed income and equities, US and global equities, and alternative solutions through partnerships. The firm employs approximately 81 people and is recognized for its entrepreneurial culture, inclusive team, and strong commitment to responsible investment practices.
Investment Strategy
Montrusco Bolton's investment strategy is centered on delivering long-term value for institutional clients by offering a diversified lineup of portfolio management solutions. The firm integrates environmental, social, and governance (ESG) criteria into its investment processes, emphasizing responsible investment practices since 2004. Their strategies cover Canadian, US, and global equities, Canadian fixed income, and alternatives—often through exclusive partnerships or sub-advisory agreements. The approach is highly client-focused, aiming to meet specific needs and risk tolerance with fresh perspectives, rigorous research, and strong governance.
Latest 13F Filing Activity
Montrusco Bolton Investments Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 75 equity positions with a total 13F market value of $9B. The fund increased holdings in JPMorgan Chase & Co., Ryan Specialty Holdings Inc., Meta Platforms Inc. among other positions. Montrusco Bolton Investments Inc. reduced exposure to Amgen Inc., Marsh & Mclennan Cos Inc., Mastercard Incorporated among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.29% | $837.1M | 1,723,378 | $288.28 | $497.41 | +$84.3M |
N NVDA | NVIDIA CORPORATION | 8.16% | $735.8M | 4,760,297 | $52.02 | $157.99 | +$175.1M |
A AMZN | AMAZON COM INC | 6.36% | $573.6M | 2,674,663 | $149.62 | $219.39 | +$151.0M |
M META | META PLATFORMS INC | 5.46% | $492.2M | 687,611 | $368.35 | $738.09 | +$206.9M |
J JPM | JPMORGAN CHASE & CO. | 5.39% | $485.8M | 1,715,064 | $289.91 | $289.91 | +$485.8M |