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Portland Investment Counsel Inc.
Address
1375 Kerns Road, Suite 100
Burlington,
Ontario L7P 4V7
(905) 331 - 4242
info@portlandic.com
www.portlandic.com
Principal Contacts
Diana Oddi
Manager, Corporate Affairs
Tel: (905) 331 - 4242
doddi@portlandholdings.com
Frank Laferriere
Senior Vice-President & COO
Tel: (905) 331 - 4242
flaferriere@portlandic.com
Nadine Milne
Chief Compliance Officer
Tel: (905) 331 - 4242
nmilne@portlandic.com
Client Minimums
Private: $10,000
Institutional: $500,000
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Other
Provinces of Business
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Ontario*
- Prince Edward Island
- Quebec
- Saskatchewan
- Northwest Territories
- Nunavut
- United States
- International - Non-North American
* indicates a physical location in this province
PORTLAND INVESTMENT COUNSEL
At Portland Investment Counsel, we believe that by adhering to our strict investment discipline and value-investing philosphy, we will continue to meet the long-term wealth creation needs of individual and institutional investors.
The Portland Difference:
The difference between speculating and investing can be distilled down to one word, “Understand”. At Portland Investment Counsel we have a unique history dating back to 1986 of being Owners, Operators and Investors in excellent businesses globally. Our unique “hands on” operational experience in businesses across various sectors, allows us to thoroughly understand the businesses in which we invest in. We know what makes a successful business and, as importantly, the underlying risks. Therefore, we measure and assess potential investments with incisive judgment. We are committed to the principles of disciplined long term investing. With Michael Lee-Chin’s advisor roots going back to 1977, Portland Investment Counsel is committed to the principles of disciplined long term investing.
Investment Philosophy:
All of our investments are aligned with the following philosophy:
- Own a few high-quality businesses
- that you thoroughly understand,
- that are domiciled in strong, long-term growth industries,
- that use other people’s money, prudently,
- that are bought at attractive valuations and held as long as the company remains high quality and at a reasonable valuation.
The Portland Approach:
We have garnered a reputation for being a long-term shareholder and for taking significant positions in investee companies.
We believe that wealth should be invested in a manner that is more aligned with the principles followed by successful institutions and wealth creators.
Our clients are used to a business culture that is entrepreneurial, focused and passionate. Their organization was fully transparent and had full visibility to all aspects of the enterprise and its performance. They are focused on the daily revenues, costs and earnings and not on the price for which he could sell it each and every day.
Consistent with this belief, we work with our clients to build portfolios that:
- Preserve capital
- Earn attractive returns
- Provide desired income
- Minimize taxes