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 technology platform to identity rule-based security selection process;
2017-18
Formulation of the Defensive investment strategy capable of delivering long-term returns above major equity markets with good downside protection;
2019
Funding of the Defensive strategy by current partners and preliminary formulation of the Dynamic investment strategy;
2020
Funding of the Dynamic strategy by current partners with the integration of disciplined risk management controls.
