Formula Growth Limited (“FG”) is an independent investment firm established in Montreal in 1960 with a long-term track record of creating investor wealth by managing equity portfolios for high net worth individuals, family offices and institutional investors. FG strives to achieve the industry’s best practices and as such is registered with the AMF & SEC, is a signatory of the CFA Asset Manager Code & SBAI, and a member of AIMA. For more information, please visit the regulatory/affiliation section.

Key highlights:

  • Proven investment process over many economic and stock market cycles
  • Stability and depth of personnel
  • In-house research team with a satellite office located in New York
  • Independent investment management services with no corporate affiliations
  • Partners and employees are substantially invested in FG products

Corporate Structure

Formula Growth is fully independent with no corporate affiliations. The firm is 100% owned by the partners, who manage all aspects of the business including long-term planning, developing and implementing investment strategies and managing the company on a daily basis. The firm is well positioned from a management succession and transition perspective as it now includes a fourth generation of employees who are part owners.

To learn more about Formula Growth’s history, please visit the history section.