BLC - ROTHSCHILD CP 655 Victoria Station Westmount, Quebec H3Z 2Y7
Chief client contact: Jocelyne Marquis,vice-presi- dent,business development, (514) 489-6888, fax: (514) 489-6363
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Chief client contact: Jocelyne Marquis,vice-presi- dent,business development, (514) 489-6888, fax: (514) 489-6363
E-mail:jocelyne.marquis@blc-rothschild.ca
Web site:www.blc-rothschild.com
Total assets managed:$1,758.9 mil Pension assets:$528.4 mil (segregated $528.4 mil) Mutual fund assets:$903.9 mil Assets under specialist management:$528.3 mil (Canadian equity $2.7 mil,1 mandate,active;non- N.A.equity $28.3 mil,1 mandate,active;Canadi- an bonds $213.6 mil,2 mandates,active;Canadi- an bonds $58.5 mil,1 mandate, immunized/dedicated;balanced $225.2 mil,3 mandates) Domestic portfolio managers:3 Domestic research staff:3 International mandates offered:EAFE equity; Asian equity;Europe equity;world leaders;life & health;techno media;European small cap;LCH hedge fund Firm’s ownership:49.9%Laurentian bank; 50.1% LCF Rothschild Banque BLC-Edmond de Rothschild buys/sells underval- ued assets in an improved/deteriorating environ- ment.Asset mix and bond processes include sce- nario analysis and expected returns.Equity is a bottom-up process with an important emphasis on management meeting.The firm is positively biased toward growth stocks.