Bloom Investment Counsel

Bloom Funds has been providing active investment management for over 30 years, specializing in North American income-oriented equities. Our team of experienced professionals utilizes a value-driven investment philosophy and fundamental analysis to protect and grow our clients' capital while minimizing risk.

Our Expertise

Bloom Funds has honed its expertise in the management of segregated income equity portfolios. We combine traditional stock-picking techniques with in-depth research to identify undervalued companies with strong financial fundamentals. Our focus on income-generating assets like high-quality common equities, income trusts, and real estate investment trusts provides our clients with consistent returns even during market volatility.

Dedicated Investment Management

We believe in a personalized approach to investment management. Our dedicated team works closely with clients to understand their individual financial goals and risk tolerance. We tailor our portfolio construction and investment strategies to match each client's unique circumstances and aspirations.

Experienced Leadership and Team

Bloom Funds is led by Paul Bloom, a seasoned investment professional with over 45 years of experience in the Canadian investment industry. Joining him is Adina Bloom Somer, a skilled portfolio manager with extensive capital markets expertise. Our team is further strengthened by Fiona E. Mitra, a seasoned finance professional with over 15 years of experience in public accounting.

Our Commitment

At Bloom Funds, we are committed to:

• Active management: We actively manage our portfolios, leveraging our expertise to identify undervalued opportunities and mitigate potential risks.
• Transparency: We provide clients with regular reports and updates on their investments.
• Communication: We prioritize clear and open communication with our clients, ensuring they are fully informed about their portfolio's performance and strategy.

Experience Unparalleled Excellence

With over three decades of experience in the investment management industry, Bloom Funds has consistently delivered competitive returns for our clients. We are proud of our track record and remain dedicated to delivering exceptional service and exceeding expectations.