Our investment strategies are available in pooled funds or individually managed portfolios.
Our strategies are available to :
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individual investors with more than $500,000 to invest
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institutional investors, including pension plans and foundations
The strategies 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, which is an ideal solution for clients with specific criteria.
The Lynx Global Biodiversity Fund
Grow your investment capital by preserving natural capital
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The Lynx Global Biodiversity Fund
Grow your investment capital by preserving natural capital
The Fund seeks to provide long-term capital appreciation by investing in equity securities of publicly traded companies listed on recognized global stock exchanges that operate businesses that help protect and promote biodiversity.
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 Indexes 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)
Want more information?
For more detail on our returns, strategy, and commentary on the Global Biodiversity equity market, read our most recent report.
How to invest?
To invest, contact us to open an account or ask your financial advisor to purchase units of the Lynx Global Biodviersity Fund on FundServ (symbol LAF300).
Useful documents
Consistent with our values of integrity and transparency, we invite you to read these disclosure documents about the fund and our firm.
Investors in the Lynx Global Biodiversity Fund may also request a copy of the financial statements by contacting us.
Write to us
The LAM Canadian Equity Fund
For optimal diversification and capital growth
This fund holds 40-50 stocks and seeks to maximize capital appreciation by investing in common shares of Canadian-listed companies.
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
Want more information?
For more detail on our returns, strategy, and commentary on the Canadian equity market, read our most recent Monthly report.
How to invest?
To invest, contact us to open an account or ask your financial advisor to purchase units of the LAM Canadian Equity Fund on FundServ (symbol LAF100).
Useful documents
Consistent with our values of integrity and transparency, we invite you to read these disclosure documents about the fund and our firm.
Investors in the LAM Canadian Equity Fund may also request a copy of the financial statements by contacting us.
The LAM Canadian Fixed Income Fund
Generate high yields while preserving your capital
This fund aims to mitigate interest rate and credit risk while generating yields between 4% and 6%
To achieve this, we combine a relatively short portfolio duration and a judicious focus on corporate and high-yield bonds.
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
Want more information?
For more detail on our returns, strategy, and commentary on the Canadian bond market, read our most recent Monthly report.
Read the report
How to invest?
To invest, contact us to open an account or ask your financial advisor to purchase units of the LAM Canadian Fixed Income Fund on FundServ (symbol LAF200)
Useful documents
Consistent with our values of integrity and transparency, we invite you to read these disclosure documents about the fund and our firm.
Investors in the LAM Canadian Fixed Income Fund may also request a copy of the financial statements by contacting us.
Our Individual Portfolios
Discretionary management and customized asset allocation
We excel at designing portfolios tailored to meet each client’s needs, taking into account their objectives, risk tolerance, investment horizon, and tax considerations.
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. 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 strives for 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.