Company Summary
STYLUS Asset Management Inc. is an independent investment manager registered in Ontario, Quebec, Manitoba and British Columbia. STYLUS specializes in managing Canadian and U.S. equity portfolios.
Formed in 2003, STYLUS operated for the preceding years as the in-house investment department of its former parent company C.P.M.S. Computerized Portfolio Management Services Inc. (CPMS), now a division of Morningstar Inc. CPMS, a pioneer in the development of quantitative investment strategies for equity investors, is one of North America’s most prominent and well-respected providers of independent equity research and equity return enhancement products.
STYLUS carries forward this proud tradition through the application of proprietary investment strategies based on the research and investment decision-making processes its principals helped develop.
Our investment team has over 80 years of investment experience and carry impressive academic and industry credentials. The STYLUS investment team plays an active role in servicing our clients because it is important to us that all of our clients understand our investment process.
STYLUS offers discretionary equity management to individuals (registered and non-registered accounts), corporate accounts, family trusts, and foundations through its five pooled funds. Collectively, the STYLUS team are the largest investors in our funds – which means we are invested right alongside our clients.
Source: Stylus Asset Management Inc.
Unique Value Proposition
STYLUS is a performance-oriented investment firm with the objective to generate superior returns for its clients based on their individual needs and goals. STYLUS has always remained true to the guiding principles that have made it successful:
Active Management
Markets are inefficient for structural and behavioural reasons. This creates attractive opportunities for investors who can identify and exploit these inefficiencies. STYLUS’ quantitative framework for making buy and sell decisions ensures that reason rather than emotion prevails in all of its investment decisions.
Focus on Personal Service
We meet regularly with our clients to review their investments with us as well as produce timely market reports. Clients also have direct access to the investment team and the opportunity for comprehensive personal financial planning advice.
Alignment of Interests
Our team members are the largest investors in our funds. Our money is invested alongside our clients.
Discipline and Proof
We use a proprietary investment discipline for stock analysis and selection and regularly demonstrate to clients the consistency of our approach. We believe it is important to offer proof that we are fulfilling our investment mandates and that we are not straying from our stated portfolio styles.
Fee Structure
Our basic management fees are low. We earn additional performance fees only when we generate superior returns for our clients.
Source: Stylus Asset Management Inc.
AUM ($Bil)
0.4
Year Founded
2003
Key Personnel
Richard (Rick) J. Przybylski, President and Chief Investment Officer
Matteo Verrilli, M.B.A., CFA, Vice-President and Portfolio Manager
Julianna Varpalotai-Xavier, CFO and COO
Address
1525 Cornwall Rd, Unit 5
Oakville, ON L6J 0B2