Business Details
28 Years
experience
Trusted Investment Advisers in Toronto | Rosseau Asset Management
Established in 1998, we are a Toronto-based money management firm dedicated to serving high net worth and institutional investors. Our approach leverages alternative investment strategies to maximize long-term capital appreciation, specializing in Event Driven/Special Situation investing with a Canadian focus. Through rigorous fundamental research, we identify opportunities arising from corporate restructurings, turnarounds, and market anomalies, employing long and short strategies across equity, fixed-income, and derivative instruments.Our expertise spans mining, oil & gas, technology, biotechnology, consumer products, and industrials, with a proven track record of outperforming the S&P/TSX Index since inception. Our team combines decades of experience in financial analysis, trading, and corporate finance, supported by a commitment to philanthropy, including significant contributions to the Rally for Kids with Cancer and other charitable causes.
Services
Investment Management
Event-Driven Investing
Portfolio Diversification
Risk Assessment
Wealth Preservation
Details
- Year established: 1998
Highlights and features
- We have over 25 years of experience in alternative investment strategies
- Our team holds CFA and Chartered Accountant designations
- We focus on event-driven opportunities in Canadian markets
- We have outperformed the S&P/TSX Index since inception
- Our expertise spans mining, oil & gas, technology, and biotechnology sectors
Services
Event-Driven Investing
We specialize in identifying corporate restructurings, turnarounds, and market anomalies to generate alpha. Our strategies leverage fundamental research to capitalize on short-term market inefficiencies while maintaining longer-term positions. This approach allows clients to benefit from both cyclical market movements and structural corporate changes.
Portfolio Management
Our discretionary portfolio management services utilize long and short strategies across equity, fixed-income, and derivative instruments. We construct diversified portfolios tailored to institutional and high net worth investors, balancing risk and return through rigorous analysis of market fundamentals and macroeconomic trends.
Sector-Specific Expertise
We maintain deep expertise in mining, oil & gas, technology, and biotechnology sectors. Our team's sector knowledge enables precise identification of special situation opportunities, from junior resource plays to tech sector disruptors, while maintaining flexibility to capitalize on emerging trends in consumer products and industrials.
Risk Assessment
We employ comprehensive risk assessment frameworks to evaluate market volatility and investment exposure. Our approach combines quantitative modeling with qualitative analysis of corporate governance and management quality, ensuring clients understand potential downside scenarios while pursuing upside potential through leveraged and derivative-enhanced positions.
Performance Reporting
We provide transparent performance reporting against benchmark indices like the S&P/TSX. Clients receive detailed analysis of returns generated through our event-driven strategies, with clear attribution of outperformance relative to traditional market investments, supported by historical data dating back to our 1998 inception.
People
Warren Irwin
President and Chief Investment Officer
Founded Rosseau in 1998 after senior roles at Deutsche Bank Canada and CIBC Wood Gundy. Holds CFA charter since 1990 and MBA from Western Ontario. Developed Canada's first bond index fund while at Scotia Capital Markets.
Jow Lee
Chief Financial Officer
Joined Rosseau in 2001 after senior roles at major Canadian financial institutions. Chartered Accountant with mathematics degree from University of Waterloo. Manages financial operations and compliance for institutional investors.
Questions
What investment strategies does Rosseau employ?
We use event-driven/special situation strategies focusing on corporate restructurings and market anomalies, employing long/short positions across equities, fixed income, and derivatives with a Canadian emphasis.
Which sectors do you specialize in?
Our primary expertise lies in mining, oil & gas, technology, and biotechnology sectors, though we maintain flexibility to invest across consumer products, industrials, and other opportunities.
How has your fund performed historically?
Our flagship fund has consistently outperformed the S&P/TSX Index since inception on December 31, 1998, though with higher volatility due to our alternative strategies and sector focus.
What sets your team apart?
Our team combines CFA charterholders and chartered accountants with decades of experience in proprietary trading, corporate finance, and fundamental research at major financial institutions.
Do you manage offshore investments?
Yes, we provide segregated account management for US and offshore investors while maintaining our core Canadian-focused Rosseau Limited Partnership vehicle.
What philanthropic initiatives do you support?
We've supported SickKids Foundation through the Rally for Kids with Cancer, donating over $1M, and contributed to the Avro Arrow project and Make-A-Wish Foundation.