Company Summary
Louisbourg Investments Inc. was founded in 1991 and is part of the Assumption Life Group of Companies. Founded in 1903, Assumption Life has stood the test of time and evolved successfully to become one of the largest mutual life insurance companies in Canada.
The ownership of the firm is divided between Assumption Life (70%) and the investment professionals (30%). Having significant equity ownership in the hands of the senior investment team is very positive for the firm but also for our clients as it helps ensure low turnover among key investment professionals. One of the few institutional investment management firms established in the Atlantic Provinces, we have offices in Moncton and Halifax and manage $2 billion on behalf of our clients.
Our association with Assumption Life, a company with over 100 years of history, brings stability to the firm. It allows us to have access to the resources of a much larger organization, but bring the enthusiasm, flexibility and entrepreneurial advantages of a smaller investment manager.
Source: Louisbourg Investments Inc.
Unique Value Proposition
Our primary objective is to preserve the principal investment of our clients. Secondly, our objective is to grow that principal amount over time by consistently executing on our investment discipline. Thirdly, our objective is to exceed the returns generated by the relevant passive benchmarks over time without deviating from our investment discipline.
We base our investment decisions on four underlying drivers of security selection. These four drivers are an attractive and understandable business, a healthy operating momentum and earnings outlook, a strong financial profile, and an appealing valuation.
Source: Louisbourg Investments Inc.
AUM ($Bil)
2
Year Founded
1991
Key Personnel
Luc Gaudet, CFA, President and Chief Executive Officer
Mathieu Roy, CFA, Vice-President, Portfolio Manager
Heather Hurshman, MA, Vice-President, Portfolio Manager
Address
770 Main Street, 10th Floor
P.O. Box 160 Moncton NB
E1C 8L1