Investment Managers – Bissett Investment Management

History & People

For over twenty five years, Bissett has been applying a disciplined team approach to managing equity, income, and balanced portfolios for institutional and private accounts. Based in Calgary, Alberta, we have a dedicated team focused on investment management and analysis, and also leverage the global capabilities and infrastructure of Franklin Templeton Investments. Our equity and income teams meet bi-weekly to discuss their ongoing asset mix and security recommendations with the Bissett Investment Committee. This consultative approach to portfolio construction ensures investment style consistency across all Bissett portfolios.

Philosophy

We're committed to "Growth at a Reasonable Price" (GARP). This investment style applies a bottom-up research approach to identify firms that demonstrate sustainable, replicable growth. Our portfolio management style is best suited to fundamentally driven, broad-based market movements.

Investment Process

Our equity team's objective is to build a well-diversified portfolio, which will generate above average risk-adjusted returns. Our attention to valuation and our quality orientation results in low beta portfolios that tend to outperform in down markets more so than strong markets. Our investment style is conservative and focuses on risk management.

Portfolio decisions for Bissett income portfolios are based on a combination of macro-level research and analysis and security-level research. Our conservative income approach results in fully diversified portfolios characterized by lower downside risk relative to their peer group and attractive yield characteristics. Within the Bissett income line-up, clients can choose investment mandates that range from an emphasis on tax-advantaged income to a focus on capital preservation and interest income.