Globevest Capital, a Montreal-based risk and portfolio management firm founded in 2002, built its approach around personalization of its clients' portfolios, strict control of risk and some of the industry's lowest management fees. It now manages over $800 million in assets.
The firm specializes in an innovative unlevered investment solution based on equity options. The strength of Globevest Capital’s strategy resides in capital protection against stock market corrections and an alternative to stagnation. It aims at producing significant absolute returns in all market environments on a 2- to 3-year horizon.
Globevest Capital is registered as a portfolio manager, investment fund manager and derivatives portfolio manager.
Globevest Capital offers three funds:
The Balanced Fund
The Alternative Growth Fund
The Secured Put Writing Fund
These funds are eligible for registered accounts. They can be purchased in various Canadian financial institutions, including National Bank Financial (NBF), Royal Bank of Canada (RBC), TD Waterhouse, Desjardins Securities (VMD), Richardson GMP and others.
Company Details
- Employees
- 11
- Founded
- 2002
- Address
- 430 Sainte-Helene Street, Suite 201, Montreal,quebec H2y 2k7,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- HQ
- Montreal, Quebec
Globevest Capital Questions
Globevest Capital's website is http://www.globevestcapital.com/index-en.php
Globevest Capital's LinkedIn profile is https://ca.linkedin.com/company/globevest-capital
Globevest Capital has
11 employees.
View email and phone details for 11
employees at Globevest Capital.
Globevest Capital's industry is
Investment Management
Globevest Capital's top competitors are
Cyberaltex,
Globalvest,
Groupe Hd,
Altus Group,
Cléritage,
Metal Plessis Inc.,
Mount Murray Investment,
Commun Capital,
Ia Global Asset Management,
Local Global Gmbh.
Globevest Capital's categories are Investment Management
Globevest Capital's founding year is 2002
