3.7
The NQICAT strategy outperformed the S&P/TSX by 3.7% as of June 30, 2021.*
25
Curated selection of quality Canadian companies trading at a reasonable price.
9
9/13 years strategy outperform the S&P/TSX.
Investing in Canadian stocks with the highest EVA
Inovestor Asset Management (IAM) provides discretionary investment management insights and solutions for investment advisors, individual and institutional investors. We are a dedicated and experienced team that united their efforts to focus on generating value added for our clients by focusing on the EVA methodology.
Insights
We leverage more than 25 years of industry experience to deliver innovative financial research. Our coverage includes:
- Monthly screenings using the analytical platform Inovestor for Advisors
- Monthly intelligence reports of the Canadian ETF industry
- Monthly tactical strategies to generate alpha
Solutions
We put our research insights into practice by creating scalable, cost effective and turn-key investment solutions to meet our clients needs. We offer factor-based Model Portfolio Strategies built upon our philosophy of Quality at A Reasonable Price (QARP). We seek to generate long-term capital appreciation, to consistently outperform the benchmarks and to offer a low portfolio turnover.
Customized
We deliver a broad range of investment insights and solutions tailored to our clients’ needs. These include but are not limited to ad-hoc research and custom Model Portfolio Strategies. We are committed to guide our clients reach their goals, regardless of their investment objectives and constraints. Please contact us so we can start building a lasting relationship based on trust, honesty and integrity.
| BUYS | SELLS |
| North West Company Inc (NWC) | Evertz Technologies Limited (ET) |
| GDI Integrated Facility Services Inc. (GDI) | Quebecor, Inc. (QBR.B) |
Important Announcement
We are proud that the Horizons Inovestor Canadian Equity ETF was successfully launched on November 14th, 2017. As you can see below, we selected the industry leaders for this project. We thank all clients who have shown interest and commitment for this new product.
Fund Manager
Inovestor made a partnership with Horizons ETFs Management. The company acts as Manager, Investment Manager and Trustee of our Horizons Inovestor ETF. The Manager is responsible for arranging the provision of administrative services required by the ETF. The Manager will also provide investment advisory and portfolio management services.
Benchmark
Inovestor made a partnership with Nasdaq to create the Nasdaq Inovestor Canada Index (NQICA) which tracks the Inovestor Canadian Equity Model Portfolio Strategy. The index is equal weighted, calculated intraday and disseminated once per second. For more information regarding the methodology behind the index, please visit the link below.
Sub-Advisor
Inovestor’s affiliated company Inovestor Asset Management (IAM) acts as Sub-Advisor of the Manager, Horizons ETFs Management. The Sub-Advisor offers its experience managing multifactor portfolios. The company is responsible for meeting the defined investment objective of the ETF and providing the investment strategies to the Manager on a quarterly basis.
ETF Listing
The Manager is currently listing the Units on the Toronto Stock Exchange (TSX). The Units received conditional approval and satisfied the TSX’s original listing requirements. Investors are able to buy or sell Units of the ETF on the TSX through registered brokers and dealers in the province or territory where the investor resides.
Christian Godin
Senior Portfolio Manager
With 27 years of experience in various senior positions including 17 years in equity management and 10 years in capital markets research, Christian brings extensive background and knowledge in equity investing. He currently oversees portfolio management activities for our Canadian equity strategy INOC:TSX. Christian holds a B.A.A. commerce from l’UQAM and a M.Sc. Finance from the HEC.
Amine El Kaouachi
Chief Compliance Officer
Before joining IAM, Amine held securities trading, quantitative research and investment management at leading sell-side institutions and pension funds, including JP Morgan, the Royal Bank of Scotland, RBC Capital Markets, Caisse de dépôt et placement du Québec, and CPP Investment Board. He holds a B.A. Economics with Mathematics and Finance from McGill University and a M.Sc. Financial Engineering from HEC Montreal. He also obtained the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.
Anthony Ménard
Analyst
In collaboration with Christian, Anthony works on improving the investment strategies while monitoring the current portfolio. Prior to joining Inovestor Asset Management he worked for a top-down asset manager and a family office. Anthony holds a master's degree in Finance and a bachelor's degree in Economics from the University of Sherbrooke and he is a CFA charterholder.
Kimberly Yip Woon Sun
Analyst
Kimberly works, in collaboration with the Portfolio Manager, on ESG equity research and factor-based investing.
Prior to joining Inovestor Asset Management, she worked as an ETF Analyst for Inovestor Inc. and as a Hedge Fund Performance Analyst for a U.S. company.
Kim holds a Bcomm in Finance and Accounting from Concordia University. She is a Level III CFA candidate.
Our Services
Inovestor Asset Management (IAM) provides discretionary investment management insights and solutions for investment advisors and institutional investors.
Contact Us
Inovestor Asset Management (IAM)
1097 St-Alexander St. Suite 400
Montreal (Qc) Canada, H2Z 1P8
(514) 287-0011 ext. 36
Have a Complaint?
If you have a complaint about Inovestor Asset Management business practices or services, you may file a complaint via email or by mail. Please read our Client Complaint Procedure for more details.
Client Complaint Procedure More Details
*The alpha is calculated using the compounded annualized return of the strategy (NQICAT) from inception on April 30, 2008 through June 30, 2021 minus the annualized return of the S&P/TSX TR using the same period. The performance is gross of fees. The calculation methodology is time weighted, using monthly data.
Inovestor Asset Management is registered as Discretionary Portfolio Manager with the AMF in the province of Quebec and the OSC in the province of Ontario.