Since 1982, Lincluden Investment Management’s sole objective has been to meet each client’s investment goal. We do this by employing traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Lincluden clients have benefited from 24 years of solid risk-adjusted performance. Through superior security selection, effective risk management, diligent research and a rigorous portfolio management process, we strive to maintain this high level of performance for our clients each and every day.
As an independent member of Old Mutual Asset Management, we believe Lincluden offers clients the best of both worlds: the investment focus of a boutique manager with the financial stability and resources of a $200 billion organization. With access to best practices in risk management, legal, compliance, technology and human resources from our partner, the investment professionals at Lincluden can focus their time and energy on what matters most: our clients’ portfolios.
As our enduring client relationships attest, Lincluden’s perspective is a long-term one. Everyone at Lincluden—from senior management to client service to portfolio management—is dedicated to building lasting partnerships with our clients. With that perspective in mind, maintaining the highest level of ethical business practices is a given. Here are the reasons why our clients have entrusted us with their investments—and why you can feel confident choosing Lincluden as well.
- A tradition of value investing, backed by an outstanding performance track record in a wide range of market environments;
- A rigorous investment and risk management process designed to generate consistently superior risk-adjusted returns;
- A highly experienced investment management team;
- An unwavering focus on client service;
- A culture of integrity.
For information please contact James Lampard at 905-825-3049.