Founded in 1947, McLean Budden is one of Canada’s oldest investment management firms. The Firm manages over $40 billion for Aboriginal accounts, pension, foundations and private clients from offices in Toronto, Montreal, Vancouver, and Chicago. The firm is jointly owned by its professionals and Sun Life Financial.
McLean Budden develops long-term relationships with its clients, which have spanned decades.
Investment portfolios are tailored to the needs of each client. Services to Aboriginal communities have included attendance and support of community events, providing educational workshops, and presentations at community meetings. The firm has a long tradition of consistency in long-term performance, well-managed employee succession and personalized service.
At McLean Budden, teamwork is the cornerstone of the corporate culture. All investment decisions are made by multi-generation teams, which operate in a disciplined and democratic environment. Analysts who research stocks on a global sector basis support the teams.
The basic objective of investment management is to exceed client objectives without incurring unnecessary risk. Our principles of investment are:
1. To add value in the management of each asset category
2. To add value and lessen volatility through asset mix management
3. To adhere to the long-term objectives of each client
We believe superior equity investments are, over time, the largest potential source of “added value” to a fund. Our equity management style focuses on security selection to add most of the value. Companies with earnings stability, strong management teams and sound balance sheets are emphasized in our growth equity portfolios. Companies relatively undervalued with healthy balance sheets, and catalysts for revaluation are favoured in our value equity portfolio.
Edward Kwan,CFA | Heather Shannon, CA, CFA |