Investor Summary

Martin Lalonde, MBA, CFA, founded Rivemont Investments in 2010 and serves as President and Portfolio Manager. He brings extensive experience in financial markets, having previously held a senior analyst position focused on investment, mergers, and acquisitions at a major Canadian agency. Lalonde holds an MBA from the University of Ottawa with specialization from École supérieure de commerce of Reims, France, and maintains the CFA designation. Under his leadership, the firm has grown from $1.5 million in assets in its first year to $153 million as of January 2026. Mathieu Martin, CFA, serves as portfolio manager for the MicroCap Fund, bringing over 10 years of microcap experience with significant personal investment in the fund he manages.

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Fund Strategy

Rivemont's mission is to offer personalized and innovative portfolio management, aligned with each investor's unique goals. The firm focuses on active and disciplined management, with the aim of optimizing performance while minimizing risk. The firm employs active, event-driven investment strategies with rapid adaptation to market conditions, using a top-down approach to establish sectors with highest growth potential before selecting specific securities. The firm has adopted the 'Davis Double Play' investment philosophy, emphasizing buying high-growth companies at low valuations to achieve gains through both earnings growth and multiple expansions. Risk management emphasizes companies with proven revenue growth and profitability, maintaining margin of safety, and close monitoring, with the view that risk is primarily the likelihood of permanent capital loss rather than volatility.

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FUND PERFORMANCE AS OF 30th June 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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