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At Louisbourg Investments, we manage assets entrusted to us by pension funds, non-profit organizations, insurance companies and other specialized mandates. Our disciplined approach, investment process and our people set us apart.

Our people

  • Our investment decisions are made by our in-house team of experts. They hold a variety of professional designations, including chartered financial analyst (CFA), chartered investment manager (CIM®), certified financial planner (CFP®), chartered professional accountant (CPA) and fellow, Canadian Institute of Actuaries (FCIA), as well as Master's degrees in Business Administration (MBA) and Economics.
  • Our team is accessible and favours direct contact between clients, portfolio managers and analysts.
  • Our key experts are also shareholders in the firm, which ensures long term commitment and the alignment of our clients’ goals with those of our firm.
  • Your advisor, supported by a team of specialists, understands your objectives and is there to help you realize them.

Our approach

Every client has their own story and we believe the best way to meet the unique needs for all of our clients is to build a distinctive portfolio and service model that are custom to them.

From an investment viewpoint, the amount of assets under our management enables us to invest in a wide range of securities in keeping with our strategies and, at the same time, enables us to invest in companies that, in our view, offer the best opportunities for our clients. We are not limited to larger companies on an index.

Security selection — equity portfolios

Our investment selection and management is a rigorous process in which we closely monitor the activities of the companies we invest in, to ensure they are in line with our strategies at Louisbourg. Security selection is based on the following factors:
  • Attractive and understandable business model
  • Strong operational outlook
  • Solid balance sheet
  • Compelling valuation

Security selection— fixed income portfolios

For fixed income portfolios, we adopt an active approach that is grounded by a combination of top-down and bottom-up analysis to determine our desired sector weights and security selection.

We manage corporate bonds to provide our clients value added return. Our security selection is driven by issuers' fundamentals, credit risk and relative value analysis with a focus on risk-adjusted returns. Sector weights and government bond positioning provide an added generator of total return and risk management. We continuously monitor economic forecasts and risk-adjusted value for each sector.

In addition to "traditional" fixed income strategies, we have the ability and experience to manage specialized mandates, such as asset/liability matching and immunization strategies.

The Louisbourg Funds

We manage a variety of strategies in line with clients' specific needs. We are able to construct portfolios with individual securities or by using our Louisbourg pooled funds.

Here is a list of our funds:
  • Louisbourg Money Market Fund
  • Louisbourg Canadian Bond Fund
  • Louisbourg Corporate Bond Fund
  • Louisbourg Preferred Share Fund
  • Louisbourg Dividend Fund
  • Louisbourg Canadian Equity Fund
  • Louisbourg Canadian Small Cap Equity Fund
  • Louisbourg Quantitative Canadian Equity Fund
  • Louisbourg US Equity Fund
  • Louisbourg International Equity Fund