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Iris Asset Management Ltd.
Address
255 - 5 Ave SW
Suite 440
Calgary,
Alberta T2P 3G6
(403) 719 - 2161
info@irisassetmanagement.com
www.irisassetmanagement.com
Principal Contacts
Juliette John
President & CEO
Tel: (403) 719 - 2161
info@irisassetmanagement.com
Client Minimums
Types of Accounts Managed
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - First Nations
- Institutional Investor - Other
Provinces of Business
- Alberta*
- British Columbia
- Manitoba
- Ontario
* indicates a physical location in this province
About Us
Iris Asset Management Ltd. provides investment counsel services for Separately Managed Account (SMAs) platforms, pooled funds and institutional clients.
Iris is comprised of a team of highly regarded investment professionals. The team is led by Juliette John, who has over 20 years of experience in trading, security selection and portfolio management on behalf of institutional clients. Juliette is well-respected for her expertise and for consistently applying her sound investment philosophy toward managing equities for the long-term benefit of her clients.
Using a bottom-up investment style, Iris’ disciplined stock picking and portfolio allocation processes are driven by an underlying company’s financial characteristics, supported by comprehensive research.
Iris believes that an equity’s dividend yield is of primary importance. Dividends can swing in or out of fashion, however, they can be an excellent indicator of corporate health, regardless of the market environment. A yield-oriented approach can protect investors from some of the volatility inherent in equity investing while providing clients with a steady stream of income.
The goal of Iris’ rigorous and consistent investment approach is to create wealth over time, helping clients achieve their financial objectives.