b-cap
Profession: Portfolio Manager
BOUTHILLIER CAPITAL (B-CAP)
Registered with the Autorité des marchés financiers in Quebec in the categories of Portfolio Manager and Portfolio Manager in Derivatives
B-CAP aims to earn competitive return for investors, primarily by fostering innovative investment strategies. The firm is especially interested in absolute return mandates balancing between asset protection and capital enhancement, as well as in atypical investment opportunities exhibiting strong potential return. The manager also offers traditional investment solutions to high-net-worth households and corporations, always tailored to its clients’ needs.
As an experienced player in portfolio management, we are inspired by an unwavering commitment to help you achieve your financial goals. This is a commitment to offer sound, impartial investment advice by representatives duly registered with the Autorité des marchés financiers, who are free to recommend the most appropriate investment products and solutions. It is therefore a commitment to ensuring that you will achieve your financial goals, regardless of market conditions or changes in your personal circumstances.
The commitment is simple, putting the interests of our clients first.
01. INDEPENDENT
We are an independent portfolio management firm that has no incentive to sell you other services (mortgage, insurance, new issues, etc.). If you have a need for this, we could provide you with a range of options from which you – the customer – will choose.
We choose our business partners on the basis of merit and shared benefit for our customers and our company. This operational flexibility makes it possible to go further, faster, in the right direction.
We control our destiny and it is for the benefit of the client: we know and can articulate why every operational and investment decision was made.
02. TRANSPARENT
Our management fees are clear and transparent; they appear as an expenditure in account statement. They are calculated on the value of assets under management, according to an easy-to-understand grid. For conventional investment strategies, we do not charge a management fee on cash and offer an attractive rate on fixed income.
Our clients’ assets are managed in segregated accounts, with complete transparency: our clients can follow at any time the fluctuation of their investments, transactions and other activity in their account in their name.
With B-CAP, no mutual funds, no complex structured products, no hidden costs, no placement commission.
03. COMPETENT
Investing requires intuition, but you nevertheless need to know where and how to look for information. We have our own Bloomberg Access, the world’s most comprehensive source of financial information; Mathieu has been using this system for 20 years and has developed an expertise in extracting and analyzing information. We frequently consult the institutional research of approx. ten firms. We are interested in macro, corporate news, underlying sector trends, market positioning, investor sentiment, across all asset classes.
Our investment process puts human reasoning at the center of a process based on information and anticipation.
Bouthillier Capital offers different investment strategies, each with specific attributes according to desired objectives.
B-CAP’s flagship strategy is its absolute return strategy called GTBT, short for “Good Times Bad Times”.
Why “flagship”?
At the first decision-making level, GTBT is governed by a framework that takes into account the economic environment, market positioning and technical stock market signals. Since this strategy is multi-asset class and multi-strategy, it has a holistic view of the markets and its main players, industries, commodities, etc.
This overview is also used to establish other conventional strategies:
the selection of industries and company profiles are influenced by the GTBT framework.
The utility is reciprocal, as the bottom-up approach of conventional strategies identifies specific securities:
the various quantitative filters, regularly updated, identify targeted opportunities for GTBT.
GTBT Linking to Conventional Strategies
