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Duncan Ross Associates Ltd.
Address
2070 Drummond St.
Montreal,
Quebec H3G 1W9
(514) 987 - 7337
info@duncanross.com
www.duncanross.com
Principal Contacts
Susy Abbondi
Portfolio Manager
Tel: (514) 987 - 7337 ext 202
susy@duncanross.com
Client Minimums
Private: $2,000,000
Institutional: $2,000,000
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - Other
Provinces of Business
- Alberta
- British Columbia
- New Brunswick
- Ontario
- Quebec*
- Yukon
* indicates a physical location in this province
Duncan Ross Associates is a boutique investment firm founded in 1987 by Robert Duncan Ross. The company provides discretionary investment management services to individuals and corporations on a segregated basis and through pooled funds. Investments are governed by a value-driven philosophy based on investing for the long term in undervalued companies with solid business fundamentals. For more than two decades, Duncan Ross has taken the time to build lasting partnerships with both the companies they invest in and with the select group of clients on whose behalf they make those investments.
Investment Philosophy
Key characteristics: • Value-driven• Preservation of capital• Long-term growth• Margin of safety• Business analysts – not market analysts
Investment criteria: We research companies within our circle competence that have the following criteria:• An enduring competitive advantage in an industry with sound economics• A high return on equity• Potential to grow free cash flow at an above average rate• Management acts like owners with goal to increase shareholder wealth• Management is honest and fair in its reporting and dealing with shareholders• Management is an efficient operator and re-investor• We can buy it at a reasonable price
Why we invest the way we do: • Time-tested philosophy• Straightforward approach• Market rises long-term• No market timing
Our Different Mindset
• Independent and contrarian• In-house research• Concentrated portfolio• Low turnover in portfolio• Power of compounding• Temperament to weather the ups and down’s of the market