Strata Capital Partners

Overview

Strata Capital Partners is a technology-enabled investment firm that offers a full-service boutique investment experience rooted in the principles of long-term business ownership, alignment, and disciplined decision-making. They serve high-net-worth individuals and institutions who value substance over noise, seeking focused stewardship over speculation. Their approach is grounded in clarity, patience, and partnership, investing alongside clients in a carefully selected group of durable, high-quality businesses, building wealth steadily over time. Their investment universe comprises publicly listed securities in North America, focusing on companies with durable competitive advantages, consistent profitability, and long-term growth potential. They aim to acquire partial ownership stakes in high-quality, publicly traded businesses at a discount to their estimate of intrinsic value, holding these positions for the long term. Their investment strategies include Growth, Balanced, and Canadian Equity Models, each designed to meet different investment objectives and risk profiles while maintaining the core philosophy of long-term business ownership. Strata Capital Partners emphasizes transparency, charging clients a simple management fee below typical costs associated with other investment options in Canada. They maintain intentional constraints on corporate growth to preserve the integrity of their strategy and the depth of client relationships, focusing on long-term partnerships rather than asset gathering. Their custodian is National Bank Independent Network, and their legal counsel is Borden Ladner Gervais LLP, with MNP LLP serving as their auditor. They leverage the expertise, support, and tooling of the best in the industry to provide a personalized, thoughtful, and trustworthy investment management experience.

Investment Focus

• High-net-worth individuals
• Institutions
• Corporations