About Us

Overview

Barrantagh Investment Management

Barrantagh Investment Management Inc., established 1995, provides disciplined independent value investing for Private Clients, Pensions, Foundations, Indigenous Communities, Corporations and Sub-Advisory relationships. Barrantagh operates completely independently as a 100% employee-owned firm headquartered in Toronto with a client service and marketing arm in Vancouver. As a UN PRI signatory we incorporate the assessment of environmental, social and governance (ESG) factors into our investment decision-making process. The firm is committed to a high level of client service provided directly by the experienced partners.

Competitive Advantages

Investment Boutique

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Ability to invest in companies of all sizes – no liquidity issues

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Our trading offers less market impact and timely execution

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Our focused team interacts in all aspects of our business

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Client responsiveness is our shared priority

Capital Preservation

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A focus on quality at the individual security level builds portfolios with less exposure to falling markets (low down-market capture)

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Quality value investing builds in a margin of safety by utilizing conservative assessments of a companies’ cyclicality, financial leverage, management capability and growth estimates

Low Portfolio Turnover

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We are long-term investors who recognize that a company’s competitive advantages are realized over time – we avoid short-term momentum stories

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We buy stocks with the expectation of holding the investment for 5 years and in many cases much longer

Focused “Best Idea” Portfolios

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Our quality focus builds downside protection from the bottom up and minimizes risk to facilitate “best idea” 20-40 security strategies

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Performance is enhanced by limiting inclusion to our highest conviction stocks

Low Portfolio Risk Metrics

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Our quality value discipline delivers consistently low risk measures including reduced volatility and down-market exposure

Absolute Returns

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A conservative investment bias focuses on delivering the best returns attainable over full market cycles while minimizing investment risk