BloombergSen Investment Partners

Overview

BloombergSen Investment Partners is a Canadian private investment firm specializing in concentrated, long-term value investing strategies. The firm focuses on investing in a limited number of high-quality companies that are undervalued in the market, aiming to maximize absolute returns over the long term while protecting principal. Their investment approach emphasizes a significant margin of safety, investing only when companies trade at least one-third below their intrinsic value estimates. This strategy is designed to minimize the risk of permanent capital impairment and to achieve solid long-term results. BloombergSen manages assets for high-net-worth individuals, families, endowments, foundations, and pension funds, with a significant portion of assets managed including those of the firm's principals. The firm has been recognized in Barron's Top 100 Funds globally from 2014 to 2017. BloombergSen funds are available privately in certain jurisdictions and are suitable for sophisticated investors who have the financial ability and willingness to accept the risks characteristic of the firm's investment strategy.

Investment Focus

• Sophisticated investors with the financial ability and willingness to accept the risks characteristic of the firm's investment strategy