Simon Simonian

Portfolio Manager-Equities at

Montrusco Bolton Investments, Inc.

Finance

Consumer Services

Profile

Mr. Simon Simonian, CFA, is a Portfolio Manager at Montrusco Bolton Investments, Inc. Prior to joining the firm in July 2014, he worked as a senior analyst at Al Nahdha Investment (Abu Dhabi).
He also worked for SHUAA Capital (Dubai), Montreal Police Pension Fund, Sipar Inc. and Canaccord Capital.
He holds a Bachelor of Business Administration from HEC Montréal and a Master of Science in Administration specialized in Finance from Université Laval.

Simon Simonian active positions

Companies	Position	Start
Montrusco Bolton Investments, Inc. Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions.	Portfolio Manager-Equities	01/01/2017

All active positions of Simon Simonian

Former positions of Simon Simonian

Companies	Position	End
Société d'Investissements en Participations, Inc. (SIPAR) Société d'Investissements en Participations, Inc. (SIPAR) Investment ManagersFinance SIPAR believes that the quality of their portfolios is based on their rigorous selection process for target companies. Thorough analysis of the strategic plan, detailed examination of financial reports and a study of the company's financial history are undertaken during the due diligence process in order to confirm the quality of the execution of the management team. In-house financial models, based on established valuation parameters, for each company determine an estimated target price, an accurate risk valuation and an assessment of the expected returns. A final decision on the investment parameters concludes the due diligence process, which is periodically re-implemented to re-evaluate companies in SIPAR's portfolios. They select companies with outstanding fundamental qualities that can potentially generate above sector-average growth. They seek Québec-based companies (public or going public) starting from a small capital base and targeting a dominant niche market position using the following criteria: a reliable management team, corporate governance in accordance with TSX guidelines, growth companies believed to have potential to become market leaders, undervalued companies and companies in turn-around situations.	Analyst-Equity	31/12/2005
Canaccord Adams Canaccord Adams Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-
Shuaa Securities LLC Shuaa Securities LLC Financial ConglomeratesFinance Provides financial services	Analyst-Equity	-

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Linked companies

Private companies	6
Montrusco Bolton Investments, Inc. Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions.	Finance
Canaccord Adams Canaccord Adams Investment Banks/BrokersFinance Provides brokerage services	Finance
Société d'Investissements en Participations, Inc. (SIPAR) Société d'Investissements en Participations, Inc. (SIPAR) Investment ManagersFinance SIPAR believes that the quality of their portfolios is based on their rigorous selection process for target companies. Thorough analysis of the strategic plan, detailed examination of financial reports and a study of the company's financial history are undertaken during the due diligence process in order to confirm the quality of the execution of the management team. In-house financial models, based on established valuation parameters, for each company determine an estimated target price, an accurate risk valuation and an assessment of the expected returns. A final decision on the investment parameters concludes the due diligence process, which is periodically re-implemented to re-evaluate companies in SIPAR's portfolios. They select companies with outstanding fundamental qualities that can potentially generate above sector-average growth. They seek Québec-based companies (public or going public) starting from a small capital base and targeting a dominant niche market position using the following criteria: a reliable management team, corporate governance in accordance with TSX guidelines, growth companies believed to have potential to become market leaders, undervalued companies and companies in turn-around situations.	Finance
Université Laval Université Laval Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
HEC Montréal HEC Montréal Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Shuaa Securities LLC Shuaa Securities LLC Financial ConglomeratesFinance Provides financial services	Finance