LionGuard Capital Management

Overview

LionGuard Capital Management is a Montreal-based investment management firm specializing in small- and medium-cap North American equities. The firm employs a bottom-up analysis approach to identify profitable long and short opportunities, focusing on businesses rather than stock quotations. LionGuard manages assets for institutional investors, family offices, funds of funds, and investment advisors, emphasizing capital preservation and long-term compounding. The firm's investment strategy centers on rigorous fundamental research, conducting thousands of meetings with management teams to gain a deep understanding of the businesses in which they invest. LionGuard's disciplined approach aims to generate industry-leading risk-adjusted returns by capitalizing on inefficiencies in smaller-capitalization stock markets. The firm offers specialized funds, including the LionGuard Performance Fund and the LionGuard Opportunities Fund, each grounded in the same foundation of rigorous research and disciplined execution. Founded in 2014, LionGuard Capital Management has built a reputation for its commitment to integrity and ethical standards, adhering to the CFA Institute Code of Ethics & Standards of Professional Conduct. The firm celebrates its 10th anniversary in 2024 and continues to focus on delivering differentiated long-term results while preserving client capital in all market conditions.

Investment Focus

• Accredited investors only