inovestor

inovestor

Inovestor Asset Management (IAM) specializes in equities for private, investment advisors and institutional clients. We are dedicated to produce exceptional risk adjusted returns for our investors by strictly adhering to factor-based investing methods. The firm is registered as Portfolio Manager with the AMF in the province of Quebec.

Investment Style

  1. QARP (Quality At Reasonable Price)
    Always invest in quality companies trading at attractive multiples.

  2. Undexing
    Create a portfolio that looks completely different from its benchmark.

  3. Concentration
    Achieve sufficient diversification while not mimicking the benchmark.

  4. Low Turnover
    Minimize costs. Show confidence, decisiveness and tax awareness.

Registered Investment Advisor (RIA)
Yes