Our investment strategies are available in pooled funds or individually managed portfolios.

Our strategies are available to :

  • individual investors with more than $500,000 to invest

  • institutional investors, including pension plans and foundations.

They are offered as pooled investment funds for optimal diversification, competitive management fees and weekly liquidity. For higher amounts, it is also possible to invest in our strategies through individually managed accounts, an ideal solution for mandates with specific criteria as well.

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The Lynx Global Biodiversity Fund

growing your investment capital by preserving natural capital

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The LAM Canadian Equity Fund

for optimal diversification and capital growth

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LAM Canadian Fixed Income Fund

to generate high yields while preserving your capital

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Individual managed portfolios

for transparent discretionary management and customized asset allocation

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Why invest in this fund?

  • Pure play (no “greenwashing”) strategy focused on megatrends to protect and restore biodiversity
  • Companies benefiting from multidecade tailwinds to adopt nature-positive goals and nature-based solutions
  • Global “All-Cap” Equity strategy aimed at beating the MSCI World Index with superior risk-adjusted metrics (backtested over the past 5 years)
  • Low correlation to Clean Energy/Clean Tech Indices and ETFs
  • Actively managed by an experienced Portfolio Management team supported by a strong Advisory Board
  • Integrated ESG and SDG considerations, and TNFD Forum and Nature Action 100 member located in Montreal, the North American capital of biodiversity (COP15)

Why invest in this fund?

  • Potential for superior long-term returns relative to the Canadian equity market, with lower volatility
  • Strong track record of outperformance since inception relative to the S&P TSX Composite Index (total return)
  • Disciplined investment process and value-oriented long-term approach seeking undervalued companies
  • Integration of Environmental, Social and Governance (ESG) factors for responsible and sustainable growth
  • Stable management team with over 50 years of experience, deep expertise in fundamental, bottom-up stock selection
  • Diversified portfolio of Canadian small, mid and large capitalization equities

Why invest in this fund?

  • High income and current yield potential while preserving capital
  • Strong track record of outperformance since inception relative to the FTSE Canada Universe Bond Index
  • Disciplined investment process focused on top-down macroeconomic research and fundamental credit analysis
  • Integration of our Responsible Investment Policy for responsible and sustainable growth
  • Stable management team with more than 50 years of experience in combining a top-down macroeconomic approach with bottom-up credit analysis

  • Diversified portfolio of government, investment grade and high yield corporate bonds, convertible debentures, preferred shares and money market instruments

Our segregated accounts are opened in your name with an independent custodian, allowing you to hold your securities directly and to have daily access to your holdings.

The following portfolios meet the different profiles of our individual and institutional investors:

This portfolio is 90% to 100% fixed income and its emphasis is on capital preservation and income generation.

Comprised of 10% to 40% equities, with the remainder invested in fixed income securities, this portfolio combines capital preservation, income generation and modest capital appreciation.

Comprised of 40% to 60% equities, with the remainder invested in fixed income securities, this portfolio seeks a perfect balance between capital preservation and income generation, while seeking capital growth.

Comprised of 60 to 90% equities, with the remainder invested in fixed income securities, this portfolio seeks capital growth while generating some income.

Comprised of 90% to 100% equities, this portfolio aims to achieve maximum long-term capital appreciation.

Not sure what your investor profile is?

We can help you find out.