Hugheslittle Investment Management

Our Company

HughesLittle Investment Management Ltd. is an employee-owned investment management firm based in Vancouver, BC. With over 15 years of experience, we offer a range of services to individuals, corporations, foundations, and pension plans. Our team of experienced professionals is committed to delivering exceptional investment solutions to our clients.

Our Team

At HughesLittle, we take pride in our team of investment experts. Our team members include Mark Hughes, President and Chartered Accountant; Joe Little, Vice-president and CFA charterholder; Barb Rogers, Vice-president and Chartered Accountant; Shafaz Jivani, Research Analyst; Ngawang (Thompa) Tsering, Administration and Client Service; Kitty Choi, Financial Reporting and Administration; and Kevin Greig, Research Analyst.

Our Investment Approach

Our primary investment objective is to provide our clients with a long-term, above-average real return after taxes. We achieve this by focusing on owning undervalued equities that are well-managed, have enduring competitive strengths, and have above-average growth potential. We approach investing as long-term business owners, rather than short-term traders. Our research is geared towards appraising a company's true earning power, financial strength, competitive position, management, and fundamental value.

Investment Options

We offer two pooled funds: the Value Fund and the Balanced Fund. Our Value Fund invests primarily in undervalued equities, focusing on companies that are significantly undervalued compared to their intrinsic value. Our Balanced Fund invests in a mix of equities and fixed-income securities, aiming to provide a balanced portfolio that meets our clients' investment objectives.

Prices

We offer competitive pricing for our investment services. Our prices are transparent, and we provide regular updates on our fees.

Value Fund

The Value Fund is designed for investors seeking long-term growth and above-average returns. The fund invests primarily in undervalued equities, focusing on companies that are significantly undervalued compared to their intrinsic value.

Balanced Fund

The Balanced Fund invests in a mix of equities and fixed-income securities, aiming to provide a balanced portfolio that meets our clients' investment objectives.

Reports and Quarterly Performance

We provide regular reports and quarterly performance updates to keep our clients informed about their investments.

Contact Us

For more information or to learn more about our services, please contact us at 604-696-9799 or email at admin@hugheslittle.com.