Our strategies

Engine of growth

Our investment strategy is based on a quantitative approach reinforced by advanced technologies, including algorithms and artificial intelligence. We analyze vast quantities of financial data to identify investment opportunities. By combining quantitative analysis and AI, we detect internal improvements in companies that meet our demanding criteria.
McGillCollege Street
investment strategies

Quant dynamics

Our "Quant dynamics" investment strategy integrates quantitative analysis, LLM AI models, and scenario simulation optimization. This approach is designed to make well-informed investment decisions that generate superior returns.
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1. QUANTITATIVE ANALYSIS

Quantitative analysis is at the heart of our approach. Using statistical and mathematical methods, we identify market trends and investment opportunities, often not perceptible via traditional methods.
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2. INTEGRATION OF IA AND LLM

We use large-scale language models (LLMs) and artificial intelligence to process and analyze large volumes of data. This innovative approach enables us to detect trends and investment opportunities that are not obvious.
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3. RISK MANAGEMENT

Our advanced portfolio construction and risk management techniques, based on quantitative factor analysis and extensive testing, offers robust portfolio performance and protection against market volatility.

Investment funds

Pratte Global Equity Fund
Pratte Income Fund

Pratte Global Equity Fund

On October 31, 2024

Description du mandat

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.

Investisseurs

Designed for discerning investors, this fund offers a sophisticated strategy focused on dynamic growth, meeting the requirements of the most rigorous portfolios. Investment horizon: designed for long-term vision, the Pratte Global Equity Fund recommends a 5-year commitment to realize its full potential.

Stratégie

The investment approach combines rigorous quantitative analysis, technical expertise and in-depth fundamental analysis. This combination enables us to identify the best investment opportunities based on current economic cycles and market trends. Tactical, geographic and company size diversification are essential to minimize risk and maximize returns.
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Répartition du fonds Nord Américain
US Equities
Canadian Equities
Others
Cash and equivalents

Rapport de FundData

FundData is a partner with whom we collaborate to manage the database of the Global Pratte equity fund.
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Funds Performance

Pratte Income Fund

On October 31, 2024

Description du mandat

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.

Investisseurs

The fund is designed for investors who prefer a strategy focused on generating regular income from North American fixed-income securities. Investment horizon: Designed for long-term vision, Pratte Income Fund recommends a 5-year commitment to realize its full potential.

Stratégie

We adjust the duration and volatility of our portfolio based on monetary policy and interest rate changes. The fund's allocation will be defined among the following: bonds, exchange traded funds, fixed income securities, preferred shares, Canadian and U.S. equities, mutual funds, hedge fund interests and alternative investments.
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Répartition du fonds Nord Américain
Canadian Corporate Bonds
Canadian Government Bonds
Foreign Corporate Bonds
Cash and equivalents
US Equities
Canadian Equities
Foreign Government Bonds
Others
...

Rapport de FundData

FundData is a partner with whom we collaborate for the management of the Pratte Income Fund database.
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Funds Performance

Private management mandates

Growth Mandate
Balanced Mandate
Conservative Mandate

Growth Mandate

En date du 2 février 2024

Description du mandat

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.

Investisseurs

Stratégie

This mandate is ideal for discerning investors seeking a sophisticated strategy focused on dynamic growth. It meets the requirements of the most rigorous portfolios and is designed for those with a moderate to high risk tolerance. Investment horizon: Designed for a long-term vision, the Growth Mandate recommends a commitment of 5 years or more to realize its full potential.
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Répartition du fonds Équilibré
Equities
Cash and Other

Rapport de FundData

Rapport de FundData

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Rendement du Pratte Solution Équilibrée

Balanced Mandate

As of February 2, 2024

Description du mandat

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.

Investisseurs

Ideal for investors seeking a balanced investment strategy with moderate volatility. Suitable for investors seeking a combination of capital growth and income generation. Investment horizon: Designed for a medium- to long-term vision, the Balanced Mandate recommends a 5-year commitment.

Stratégie

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Répartition du fonds Revenu
Equities
Fixed Income
Cash and Other

Rapport de FundData

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Rendement du Fonds Revenu

Conservative Mandate

As of February 2, 2024

Description du mandat

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.

Investisseurs

Ideal for investors seeking security and stability of their investments with low to moderate volatility. Investment horizon: Designed for a short- to medium-term vision, the Mandat Conservateur recommends a commitment of 5 years or more.

Stratégie

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Répartition du fonds XX
Equities
Fixed Income
Cash and Other

Rapport de FundData

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Rendement du Fonds XX
Returns are calculated after deducting management fees and operating and transaction expenses (deducting all fees: management, custodial and commissions) and are presented in Canadian dollars.Returns have been calculated using the cash value weighted rate of return method. This method is a performance calculation that takes into account both the timing of deposits and withdrawals, as well as all costs charged to the specific account. The data, calculation methodology and components of the composites were transferred by Raymond and Philippe Pratte from Canaccord Genuity Corp. to Pratte Asset Management Inc. when they joined the latter firm in November 2015. The returns therefore include the past performance of the accounts that were held by Canaccord Genuity Corp. and managed by Mr. Raymond and Mr. Philippe Pratte.Past performance is no guarantee of future results.
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