Marquest Asset Management, Inc.

Marquest Asset Management, Inc.

Marquest Asset Management, Inc.

Overview
Date Founded

1985

Headquarters

Brookfield Place,161 Bay Street,Suite 4420,Toronto, ON M5J 2S1

Type of Company

Private

Employees (Worldwide)

11 - 50

Industries

Investment Services & Portfolio Management
Other Business & Consulting Services
Investment Banking & Brokerage

Company Description

Marquest Asset Management (MAM) is a growth investor. The firm's investment process begins with an assessment of the capital markets' economic environment. From this analysis, they identify broad economic growth trends that provide the foundation for strong growth opportunities in specific sectors of the stock market. MAM's stock selection process screens the universe of potential investments to identify only the very best companies. They employ quantitative and qualitative analytical tools to select only those stocks which meet their stringent investment criteria. Companies must have (1) superior management teams (2) exceptional growth prospects (3) strong and improving balance sheets and (4) reasonable valuations. Portfolios are invested in companies with exceptional fundamentals in sectors with strong growth prospects. MAM's funds are not constrained by market-cap or industry group weightings and the firm does not buy and hold. They manage risk at both the market and individual stock levels. Funds are constantly refreshed with companies with strong growth prospects and reasonable valuations. MAM replaces companies with weaker growth prospects before their fundamentals deteriorate significantly. A fund typically holds 25 to 35 companies. If the firm determines that there is a significant market risk, they will protect the portfolio by substantially increasing cash in their funds and by shorting ETFs. MAM offers no-load pooled portfolios and separately managed portfolios.The Marquest Bridge Fund seeks long-term capital appreciation through investments in early-stage companies that are growing substantially faster than the economy. The firm targets small-cap companies that are niche players in their markets. Typically, these companies have a significant market opportunity because of proprietary intellectual property or a robust business model.The Marquest Resource Fund seeks long-term capital appreciation through investments in a range of small- to mid-cap resource-based companies in the following industries: precious metals, base metals, oil and gas and forest products. The firm focuses on companies with superior production and exploration potential. They look for significant market opportunities that are driven by proprietary intellectual property or a robust business model. The portfolio typically holds the stocks of 30 to 40 small- to mid-cap companies.The Marquest Equity Growth Fund seeks to provide long-term capital appreciation through investments in a variety of securities of the very best 20 to 45 Canadian small- and mid-cap growth companies, in addition to US and international companies. The portfolio invests in companies with growth rates that are expected to exceed the growth rate of the Canadian economy. In periods of significant market risk, the Fund may hold greater than 50% in cash and short-term securities.The Marquest Dividend Growth Fund seeks to provide a steady flow of income with reasonable safety of capital and the potential for capital appreciation. The Fund invests in the very best securities of approximately 20 to 45 Canadian, US and international large-cap companies with strong growth prospects. Many of these companies provide higher than market dividend yield, allowing a stable base for the Fund's total return. In addition, the Fund may invest in corporate and government bonds. In periods of high market risk, the Fund may hold significant cash and short-term securities.The Marquest Asset Allocation Fund seeks to provide long-term capital appreciation by investing in a globally diversified portfolio of broad market ETFs. The Fund invests only in ETFs and short-term money market investments. The ETFs consist of a broad diversification of fixed-income, stock market indices and commodities. In the fixed-income area, the ETFs cover the Canadian, US and European bond markets, including high grade corporate bonds. The equity market ETFs will encompass the Canadian, US, European, Pacific Rim and Emerging Markets. The Fund's strategy is to rotate among the various asset classes to maximize returns and minimize risk. In periods of high market risk, the Fund may hold significant cash and short-term securities.The Marquest Short Term Income Fund seeks to provide preservation of capital and short-term income. The Fund invests in bonds, debentures, notes and other debt obligations with a term to maturity at purchase of less than 3 years.

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Executives & Employees

President & Chief Operating Officer

Chief Financial Officer

General Counsel & Chief Compliance Officer

Portfolio Manager

Managing Director

Executive Vice President, Sales

Fund Advisor

Fund Advisor

Board of Directors

Director at Marquest Asset Management, Inc.

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Recent Transactions
Details Hidden

SEAMARK Asset Management Ltd. (New), Marquest Asset Management, Inc. purchase Scotia Managed Companies Administration, Inc. from The Bank of Nova Scotia

Details Hidden

Matrix Asset Management, Inc /Portfolio Mngt Ops/ /Pvt Group purchases Matrix Asset Management, Inc. /Portfolio Management Ops from Matrix Asset Management, Inc.

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purchases Marquest Asset Management, Inc. /Capital Markets Bus from Marquest Asset Management, Inc.

Transaction Clients
Investment Advisor

Advised on Globex Mining Enterprises, Inc. purchases Chibougamau Independent Mines, Inc.

Transaction Advisors
Legal Advisor

Advised onSEAMARK Asset Management Ltd. (New), Marquest Asset Management, Inc. purchase Scotia Managed Companies Administration, Inc. from The Bank of Nova Scotia

Non-Profit Donations & Grants
$1,001 - $5,000
2011
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