Independent Asset Manager | Systematic and Quantitative Strategies | Disciplined Risk Management
Montreal, Quebec
Pratte Portfolio Management is an independent asset manager specializing in equities, with offices in Montreal and the Ottawa-Gatineau region. The firm manages more than $150 million on behalf of private and institutional clients. Our investment process is built around Quant Dynamics, a systematic approach combining quantitative analysis, algorithms, artificial intelligence and disciplined risk management. By analyzing extensive financial datasets, we assess companies, identify changes in their fundamentals and support investment decisions across different market environments. Our offering includes two investment funds: • The Pratte Global Equity Fund, focused on long-term capital growth through investments primarily in liquid global securities; • The Pratte Income Fund, focused on income generation and capital preservation through an allocation primarily composed of North American fixed-income securities. We also offer Growth, Balanced and Conservative portfolio mandates, structured according to each investor’s objectives, investment horizon, liquidity requirements and risk tolerance. Our independence allows us to remain agile while maintaining consistent discipline across research, portfolio construction and risk management. Pratte serves families, entrepreneurs, institutional investors and organizations seeking a structured, transparent and data-driven investment approach.
On-site · Montréal
Maintain regular contact with private clients by phone and email, schedule meetings, coordinate requests, and ensure timely follow-up. Prepare client meetings, document interactions in the CRM, support onboarding and administrative processes, and route financial advice or analysis questions to the appropriate professionals.
