Head Office: Montreal, Quebec
Total Assets Under Management: C$3.4 billion
Portfolio Managers/Analysts: 6
Investment Style: Active value trading

Investment Philosophy and Approach:

Baker Gilmore & Associates Inc. believes that markets regularly deviate from fundamentals, allowing a value-driven approach to generate superior returns over a long-term investment horizon. Minimizing risk and delivering consistent added value is best achieved through the pursuit of multiple, diversified strategies, which capitalize on the best opportunities available in the marketplace. Research is the cornerstone of Baker Gilmore's investment philosophy. All members of the investment team contribute their specialized skills to a disciplined process.

Baker Gilmore's investment process combines fundamentally-driven, subjective forecasting of the key factors that drive bond market returns with a rigorous quantitative approach to portfolio construction and implementation to meet each client's specific return and risk objectives. For corporate selection, bottom-up fundamental research focuses on relative values and default risks.