Performance
Equities
October 31st, 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. | YTD | 1 yr | 2 yrs | 5 yrs | 10 yrs | Incept. | |
| Equities | 4.1% | 4.0% | 16.9% | 37.0% | 50.7% | 18.6% | 12.8% | 12.2% | 11.0% |
| Benchmark | 1.1% | 5.1% | 13.5% | 20.1% | 33.3% | 17.0% | 12.3% | 8.9% | 8.6% |
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
| 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% |
| 2020 | 2021 | 2022 | 2023 | 2024 | |||||
| Equities | 20.8% | 6.6% | -2.8% | 6.2% | 37.0% | ||||
| Benchmark | 7.7% | 25.6% | -7.2% | 13.9% | 20.1% |
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 DateSeptember 1, 2010
StrategyTechnical and Trend
Firm assets$120 million
Top individual holdings
- Wheaton Precious Metal Corp
- Intact Financial
- Manulife
- Iron Mountain Inc
- Boston Scientific Corp
- Howmet Aerospace Inc
- nVent Electric plc
- Osisko Gold Royalties
- Sanmina Corp
- CNO Financial Group
Sectors
Consumer Discretionary
4,7%
Consumer Staples
0,0%
Energy
0,0%
Financials
29,2%
Healthcare
6,3%
Industrials
11,7%
Information Technology
19,1%
Materials
17,1%
Real Estate
11,9%
Telecommunication services
0.0%
Utilities
0.0%
Consumer Discretionary
4,7%Consumer Staples
0,0%Energy
0,0%Financials
29,2%Healthcare
6,3%Industrials
11,7%Information Technology
19,1%Materials
17,1%Real Estate
11,9%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.
Discover the teamAbout 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