Mount Murray Investment

Overview

Mount Murray Investment is an independent Canadian firm specializing in global public market investments, focusing on emerging markets and environmental, social, and governance (ESG) criteria. The firm is registered as an investment adviser with the United States Securities and Exchange Commission and as a portfolio manager and derivatives portfolio manager with the Autorité des marchés financiers of Québec, Canada. Established in 2016, Mount Murray Investment began managing investments for its clients in 2018. The firm's founders are seasoned investment professionals with decades of experience in global public markets, committed to an integrated investment research approach. They emphasize employee participation in the ownership and control of the organization to ensure commitment and objectivity in investment decisions. The firm's investment strategy includes a focus on emerging and frontier markets, publicly listed equity, portfolio construction, ESG, sustainable investing, and equity derivatives. They work entirely for their clients' long-term returns and remain invested alongside them. Mount Murray Investment is committed to corporate responsibility, supporting inclusion, responsible consumption, and community involvement. Each team member is encouraged to participate in meaningful community initiatives, and a portion of the firm's revenues is allocated annually to a special purpose fund aimed at making donations to impactful organizations worldwide that support innovative community-based initiatives improving the well-being of vulnerable and marginalized persons.

Investment Focus

• Alignment with ESG criteria
• Focus on emerging and frontier markets
• Interest in publicly listed equity and equity derivatives
• Commitment to long-term returns
• Willingness to participate in employee ownership and control of the firm
• Support for corporate responsibility initiatives
• Engagement in community involvement and support for vulnerable and marginalized persons