Montreal-based asset management firm built on performance, integrity and rigour
Partners with your financial growth for over two decades
Giverny Capital is a Montreal-based investment advisor specializing in private wealth management that also offers financial planning services.
We consider those who entrust us with the management of their investments as partners, rather than merely clients. Our approach is to acquire for these cherished partners the same holdings that we rigorously choose for the personal portfolio of our lead manager and founder, François Rochon (the Rochon Global portfolio). Doing what we say and saying what we do is a maxim that is ingrained within our firm.
to help our clients achieve their financial goals in a professional, safe and transparent environment.
It is by taking the time to select our holdings carefully and by demonstrating exemplary patience that we have succeeded in achieving our long-term return objectives. While many grow impatient and opt for shortcuts, we maintain a steadfast approach in our noble quest for wealth creation. Giverny Capital remains faithful to its investment strategy, which has remained unchanged since its inception.
that guide our actions
Our stock picking method is based on a very long-term fundamental approach that has proven itself over time and does not change with the wind.
We manage your investments exactly as we take care of our own: everyone is in the same boat! Client portfolios are modeled on the Rochon Global portfolio, which is François Rochon’s personal portfolio.
We never allow our emotions to cloud our judgment. Our stocks are carefully analyzed and tracked, allowing us to take judicious decisions every step of the way. We focus on the fundamentals of companies, and short-term stock market fluctuations do not affect us.
a name that says it all
The name Giverny was inspired by one of the most breathtaking gardens in the world, which was created and cared for over many decades by Claude Monet, the founder of the Impressionist movement. Emulating the dedication required to preserve Monet’s Garden, our philosophy of long-term investment is marked by diligence and patience. Giverny Capital’s portfolio management team has only one mission: to increase your wealth through thoroughly selected, high-quality securities.