Your investments
at work

Systematic investment approach.
Powered by data.
Active management.

Pratte Global Equity Fund, performance since June 30, 2023 (As at June 30, 2024)
22.57
%
*
The firm

An asset manager powered by technology and data, we focus on creating high-performance investment solutions.

Based in Montreal, Ottawa/Gatineau and Mont-Tremblant. We offer investment solutions tailored to the needs of private and institutional investors. Our mission is to accompany our customers with expertise, building long-term relationships based on trust and transparency.

Our objective is clear: to put your investments to work.

Our Firm
Our offer

OUR STRATEGY

Our investment strategy is based on a quantitative approach supported by advanced technologies, algorithms and artificial intelligence. We analyze vast quantities of financial data to identify investment opportunities and react to market developments. By combining quantitative analysis and AI, we detect internal improvements in companies meeting our criteria before they are fully priced in.

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Our products

Performance

Whether your objective is capital growth or stable income generation, our investment products are designed with you in mind. Discover the Pratte Global Equity Fund, the Pratte Income Fund, and our Growth, Balanced and Conservative Mandates. Each of our products combines strength and flexibility, designed to perform even in times of market fluctuations. For a more in-depth look at our customized financial solutions and how they can align with your investment objectives :
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Pratte Global Equity Fund

Designed for affluent families and institutional investors, the fund's primary objective is to maximize long-term capital growth. To achieve this, the fund invests primarily in liquid securities, selected for their earnings growth potential and their tendency to withstand market fluctuations. This approach aims to offer investors sustained capital growth.

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Pratte Income Fund

This fund is designed for investors seeking to maximize income while preserving capital. Our objective is to generate stable, predictable income by investing primarily in quality North American fixed-income securities.

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Growth Mandate

The Growth Mandate is a dynamic investment solution designed specifically for sophisticated investors seeking to maximize capital growth. It incorporates the Pratte Global Equity Fund, a fund focused on maximizing long-term capital growth by investing in liquid global equities. These securities are carefully selected for their earnings growth potential and resilience to market fluctuations.

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Balanced Mandate

The Balanced Mandate is an investment solution designed for investors seeking a harmonious balance between growth and income. It combines the strengths of the Pratte Global Equity Fund, focused on growth, and the Pratte Income Fund, focused on stable income generation.

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Conservative Mandate

The Conservative Mandate focuses on capital preservation and the generation of regular income. It favors a larger allocation to the Pratte Income Fund, while maintaining moderate exposure to the Pratte Global Equity Fund to benefit from growth opportunities.

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The Pratte symbiosis

The team

Our team is made up of exceptional financial specialists, dedicated to helping you achieve your investment goals. Each member is chosen for his or her expertise and strategic vision. With Pratte, you benefit from rigorous, transparent management tailored to your needs.

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FAQ

Frequently asked questions

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Blog

Stay on top of the latest financial trends affecting the markets. Our team of experts is constantly on the lookout for global news to keep you informed.

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