Performance

Equities

March 29th, 2024

Description

At Rivemont, we believe that the price of an asset is not always equal to its intrinsic value since the price is influenced by several factors, including several cognitive biases on the part of investors. Since these biases are known, and repeat themselves over time, it is possible to make investment decisions based on these recurring behaviors. We rely on momentum-based strategies including technical analysis and trend monitoring. The manager uses a top-down approach by establishing first which sectors have the highest growth potential to subsequently, within these identified sectors, to select specific securities. The strategy maintains a healthy diversification and constraints are in place to manage risk.

Investment Objective

The investment objective of the equity asset class is to generate a higher return than its benchmark.

Performance (%)

1 mo.3 mos.6 mos.YTD1 yr2 yrs5 yrs10 yrsIncept.
Equities1.3%18.2%26.0%18.2%20.4%8.2%11.7%10.8%10.2%
Benchmark3.9%8.0%16.9%8.0%17.0%5.8%11.0%8.1%8.1%
201120122013201420152016201720182019
Equities-10.3%1.2%32.0%6.7%12.7%5.9%13.1%2.7%23.1%
Benchmark-9.3%6.9%12.7%10.4%-8.3%21.1%9.1%-8.9%23.2%
20202021202220232024
Equities20.8%6.6%-2.8%6.2%18.2%
Benchmark7.7%25.6%-7.2%13.9%8.0%
Explanatory notes

Returns are from the composite of all equities held by the private wealth clients of Rivemont under representative code Q2F2 and are gross of fees. Before January 1, 2019, the benchmark is made up of 100% of the S&P/TSX Composite Index and, thereafter, of 80% of the S&P/TSX Composite Index and 20% of the S&P 500 Index. Future investment results will differ from past results. This document does not constitute a recommendation nor an investment advice and is presented for information purposes only.

Overview

Inception Date

January 1, 2011

Strategy

Technical and Trend

Firm assets

$106 million

Top individual holdings

  • Howmet Aerospace Inc
  • nVent Electric plc
  • Intact Financial
  • Boston Scientific Corp
  • CGI Group Inc
  • Micron Technology Inc
  • Microsoft Corporation
  • PTC Inc
  • Iron Mountain Inc
  • Costco Wholesale Corporation

Sectors

Consumer Discretionary
0,0%
Consumer Staples
4,9%
Energy
0,0%
Financials
17,1%
Healthcare
15,7%
Industrials
25,8%
Information Technology
31,6%
Materials
0.0%
Real Estate
5.0%
Telecommunication services
0.0%
Utilities
0.0%

Portfolio Manager

Martin Lalonde, MBA, CFA, is the portfolio manager responsible for the investment decisions. He has many years of experience in the financial markets and held, before founding Rivemont Investments, the position of senior analyst, investment, mergers and acquisitions for a major Canadian agency.

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About Rivemont

Founded in 2010, Rivemont is a portfolio management firm with around $100 million in assets under management. The firm offers performing investment strategies to a private wealth clientele, brokers, consultants and financial planners.

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160, boul. de l’Hôpital,bureau 202
Gatineau, Québec
J8T 8J1

T: 819 246-8800
Email: info@rivemont.ca

19 rue Le Royer Ouest, suite 300
Montréal, Québec
H2Y 1W4

T: 819 246-8800
Email: info@rivemont.ca