Firm
Founded in June 2021, Gestion Quantum III (GQ3) is an investment management firm dedicated to helping clients grow their financial assets by adhering to quantitative-driven rules and dynamic risk management strategies. GQ3 is a company registered under the Autorité des marchés financiers (AMF), Quebec’s financial markets regulator.
Objective
We offer unique and complementary portfolio management services to individual and institutional investors with a focus on publicly traded equities. We currently offer two investments strategies: the Dynamic North American Equity strategy and the Defensive Global Equity strategy, both being concentrated portfolios with a maximum of 25 holdings.
Values
Integrity:
Act ethically, exercise good judgment and be honest with our clients.
Performance-driven:
Focus on producing above benchmark returns.
Humility:
Stay disciplined despite our successes.
Open-minded:
Maintain intellectual flexibility to promote new idea generation.
Genesis of the firm
2011-18
Development of a technology platform to create a rule-based security selection process;
2019
Formulation of the Defensive investment strategy capable of delivering long-term returns above major equity markets with good downside protection;
2017-18
Funding of the Defensive strategy by founding partners and formulation of the Dynamic investment strategy;
2020
Development of a technology platform to create a rule-based security selection process;
Formulation of the Defensive investment strategy capable of delivering long-term returns above major equity markets with good downside protection;
Funding of the Defensive strategy by founding partners and formulation of the Dynamic investment strategy;