Laurus Investment Counsel
"It takes very special expertise to successfully navigate the Canadian small cap space. It’s an asset class that’s difficult to master, but the investment minds at Laurus have proven their ability to generate healthy risk-adjusted returns for investors."
- Daniel Solomon, Chief Investment Officer, NEI Investments
Laurus Investment Counsel has one simple goal: to align the investment goals of institutional clients with long-term ownership in companies capable of generating wealth over time. The Toronto-based firm manages over $500 million for investors in a variety of specialized equity portfolios.
Laurus invests based on the fundamentals, allocating client capital to proven business models. They seek financially stable companies in strong competitive positions, with the anticipation of considerable future cash flow growth. This helps promote the protection of client capital. The firm is index agnostic, preferring to own concentrated portfolios of great businesses. They strive for long holding periods to extract maximum value and reduce trading costs.
One of Laurus’s key areas of focus is Canadian small cap companies. The firm identifies four significant differentiators:
They invest in businesses built for the long term (most cyclical companies don’t meet Laurus’s criteria)
Their portfolio is “larger” than most small cap portfolios, with a 10% limit on companies with a market cap below $500 million)
They invest for longer than most peers, with roughly a third of the companies in their portfolio held for more than five years)
They have strict portfolio constraints, with a 25% max sector weight and a 7% max stock weight)
|Name||Lead Managers||Inception Date||Category||Morningstar Profile|
|NEI Canadian Small Cap Equity Fund||Chris Page
|1986-03-27||Small Cap Growth||A F|
President & Portfolio Manager
Chris founded Laurus in 2014 with over thirty years of investment experience. While his passion for investing in smaller companies continues, he now balances it with his role in the development and execution of Laurus’ corporate strategy.
Vice President & Portfolio Manager
Ray joined Laurus in 2015 and is a Portfolio Manager on the Canadian Equity team with a primary focus on our Canadian Small Cap strategy.
Chief Investment Officer & Portfolio Manager
Linda has been a core member of the Laurus executive team since inception and maintains primary responsibility for managing the investment capabilities of Laurus.