A Canadian-based Asset Manager investing Globally in
Publicly-listed Mid-cap Companies
« BOREALIS intention is to influence strategic choices of corporations and ultimately direct capital flows towards sustainable economic activities, for the benefit of all our clients and all stakeholders. We shape tomorrow's world, one dollar and one vote at a time.»
Valérie CECCHINI
Founding Partner and Portfolio Manager
BOREALIS Global Asset Management
Innovation and technology at the service of fundamental analysis
- BOREALIS GAM is a Traditional asset manager using best practices of the industry and leveraging 30 years of institutional grade asset management expertise
- BOREALIS LAB is a division of BOREALIS GAM specializing in asset management R&D, fostering out of the box thinking, innovation and leveraging science and technology
Our Commitment
Managing funds on behalf of our clients entails an unwavering commitment to not only comply with the legal requirements applicable but also act responsibly, which is a defining part of our mission.
In doing so we will:
- Act with ethic, care and transparency
- Invest for a more inclusive and sustainable future
- Share knowledge and Promote best practices for the benefit of all
- Respect and Engage with all stakeholders
Strategy and Processes
- Traditional fundamental analysis
- Integrated sustainability as a core principle
- Best quality for long term holding
- Portfolio construction: a true reflection of convictions
Our Team
- Diversity of thoughts and collaboration towards a shared goal are paramount to better decisions making and lead to better outcomes.
- Award-winning portfolio manager with longtime commitment to sustainability
- Founding partners with over 50 years of combined institutional asset management experience and offer unique complementary and synergistic backgrounds
Publications
- Our quarterly newsletters aim at sharing knowledge and highlight notable events.
- Our annual reports convey transparency about our activities and progress .
