Why BirchLeaf
BirchLeaf Investments Inc. is a boutique investment counsel firm formerly known as R.A. Floyd Capital Management Inc. The firm was founded in 1999. We manage assets on a discretionary basis for Private, Corporate and Institutional clients. We have an extensive track record in managing both Canadian Equities and Balanced Portfolios. Our corporate size enables us to react quickly and efficiently to changing market conditions and when appropriate, take action. Our relationships within the investment community enable us to respond and maximize our ideas into effective new opportunities.
Philosophy
We believe in investing in companies that exhibit strong or improving fundamentals and that their share prices are not reflected properly in the marketplace. These companies generally exhibit strong management teams, good balance sheets and have high barriers to entry. We invest for the long term.
It's Better With BirchLeaf
- Clients Have Exclusive Access To Their Portfolio Manager
- Lead Manager Has 30+ Years Of Investment Experience
- Focused On Capital Preservation
- Individually Customized Portfolios
- Proactive Disciplined Investment Process
- Continuously Monitored Portfolios
- Solid Performance
- Comprehensive Quarterly Reports
- Strong Servicing Commitment
- Employee Owned
