Company Summary

Enriched Investing Incorporated is a model for Canadian small business. Beginning as a small consulting business in Alberta in 1989, Enriched Investing today is a successful and well respected boutique asset manager based in Ontario. Institutional and private client investment portfolios are designed and managed by Margaret Samuel, the firm’s original founder and Chief Investment Officer.

Our mission is to provide a long lived, high quality stream of income and growth for our valued clients. Proprietary metrics combining fundamental, quantitative and technical analysis are important tools we use. Transparency, simplicity and integrity are values we share with our clients. Our conservative low volatility growth and income portfolios are the result of the consistent application of our proven, disciplined process.

Today we successfully compete with the giants in our industry, presenting a valuable and trusted alternative for knowledgeable investors.


1. Private Ownership, Independent Structure
2. Singular Focus on Investment Management
3. Management’s Deep Experience
4. Culture: At Enriched Investing we value clarity and integrity

Source: Enriched Investing Incorporated

Unique Value Proposition

We are conservative investors who value capital preservation. Our minimum variance strategy of portfolio construction is designed to optimally minimize risk as a key factor in delivering performance.

The “Minimum Variance Anomaly” was first identified in academic literature in 1975. (Haugen & Heins, “Risk and the Rate of Return on Financial Assets: Some Old Wine in New Bottles”; Journal of Finance and Quantitative Analysis, December 1975). It is considered an anomaly because it contradicts the relationship between risk and return predicted by the Capital Asset Pricing Model, a tenet of Modern Portfolio Theory.

This low volatility portfolio strategy has been shown to produce higher risk-adjusted returns than portfolios with high volatility stocks in nearly all markets studied.

By consistently applying our risk-managed approach, we are founded on the principle that markets tend to reward investors who manage their risk.

Source: Enriched Investing Incorporated

AUM ($Bil)


Year Founded


Key Personnel

Margaret Samuel, Chief Investment Officer
Darryl Cailes, Executive Vice President


P.O. Box 1016, TD Centre, Toronto, Ontario M5K 1A0

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