Head Office: Montreal, Quebec
Total Assets Under Management: C$4.5 billion
Portfolio Managers: 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 risk-adjusted returns over a long-term investment horizon. 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 seeks to assess opportunities by combining a top-down approach with a bottom-up security selection strategy. The firm’s proprietary 50-indicator model looks at top-down variables that impact inflationary forces, bond yields and credit rating trends. Baker Gilmore’s expertise lies in duration management enhanced through the use of extendible and retractable bonds. For corporate selection, bottom-up fundamental research focuses on relative values and default risks.