Rosen Partnership Inc. (RPI) is a 100% Canadian-owned asset management firm dedicated to achieving high risk-adjusted returns for investors since 2015.
RPI is a registered Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer in Quebec, Ontario, and Alberta.
We are deeply rooted in the core tenets of value investing lived by Warren Buffett, Benjamin Graham, and dozens of other self-made billionaire investors over the last 100 years.
We define risk not as market volatility, but as the permanent loss of capital. We believe exceptional long-term results come from investing in high-quality assets with a large margin of safety between the price paid and intrinsic value.
This core belief guides every decision we make, ensuring we are just as careful with your wealth as you are.
We feel strongly that our clients should also understand our investing process, and we’ll invest the time to explain it to you so you understand what’s happening with your invested assets.
All Cap North American equity-focused in-house pooled fund of 20-30 securities with the objective of outperforming the S&P 500 by at least 5% per year net of fees.
High conviction, high concentration portfolio focused on sub $500 million market cap companies with the objective of outperforming the Russell 2000 by at least 10% per year net of fees.
Coming Soon:
Innovative solutions designed to generate high income and enhance your portfolio's overall risk-adjusted return.
A dedicated group of experienced professionals committed to your financial success across Canada.
President & Portfolio Manager, Montreal
“I founded Rosen Partnership to provide value-driven asset management that is rare in Canada and I believe plays a crucial role in every portfolio. We are intentionally selective with our clients because it allows us to foster the deep, long-term relationships required to deliver outstanding outcomes. We are independent because it allows us to always act in your best interest.”
Brian Rosen has over 15 years of public markets experience. He began his career at Bryant Park Capital and TD Securities as an investment banking analyst, equity analyst at Desautels Capital Management, and as an investment advisor at CIBC Wood Gundy. In September 2015, Brian launched Rosen Partnership.
Portfolio Manager, Toronto
Associate Portfolio Manager, Calgary
Value Investing is innate in Ian. He’s done it in one way or another his entire life, whether it was arbitraging electric guitars and cars as a teenager, in his ten years as a private equity investor, or in public equities as a “Quality-on-Sale” value investor for the last ten years. In his previous role as Financial Planner with Bank of Montreal, Ian ranked in the top 10 in Canada amongst over 900 peers; a national leader in helping clients generate impactful investment and financial plans to create greater financial freedom and life potential.
Schedule your consultation today and start building lasting wealth with a partner you can trust.
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