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Bolton Capital Canada
Bolton Capital Canada Inc is a specialist investment management, structuring and financial advisory business. Bolton is associated with companies in the US and...
Bolton Capital Canada
Bolton Capital Canada Inc is a specialist investment management, structuring and financial advisory business. Bolton is associated with companies in the US and UK enabling it to apply local knowledge to trading businesses and strategies utilizing a global platform.
General information
Firm type
Placement Agent
Year founded
2013
Location
Region
North America
Country
Canada
City
Toronto
Corporate office
Toronto, Canada
Frequently asked questions
How does Bolton Capital Canada source its trading opportunities?
The firm identifies inefficiencies in the Canadian rate-reset preferred share market, a segment it classifies as predominantly passive and retail-driven. Its delta neutral strategies are proprietary and aimed at opportunistically extracting value. The asset optimization advisory service operates through a strategic partnership with a global financial services firm.
Does Bolton manage third-party capital or operate purely as an advisor?
Bolton both manages capital through its active investment and proprietary trading strategies and provides advisory services for asset optimization. This hybrid model means it acts as a direct manager for some clients while structuring solutions for others.
What is the relationship between Bolton Capital Canada and entities in the US and UK?
Bolton states it is associated with companies in the United States and the United Kingdom. These relationships enable it to apply local knowledge to trading businesses and strategies using a global platform, though the firm does not name the associated entities.
Which investor types does Bolton Capital Canada serve?
The firm serves high-net-worth private clients and institutional investors focused on the alternative asset segment. Its materials emphasize the need to diversify away from traditional North American equity and bond funds.
What investment strategies does Bolton explicitly avoid?
Bolton’s public materials do not list excluded sectors or strategies. The firm’s emphasis on low correlation to traditional asset classes and delta neutral positioning suggests a deliberate avoidance of long-only, directional equity and bond mandates.
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