Corporate Profile

Richmond Equity Management Ltd. (“Richmond”) was created because we believe clients are better served by boutique investment firms with a singular investment focus. By limiting the size of the firm, both in terms of the number of client relationships and assets under management, we provide clients with personal service and better risk adjusted returns.

Larger firms typically have client service teams that are not directly involved with the investment process. In our experience, the relationship with the client was well regarded at these larger firms, but difficult to maintain as they grew. Many past clients have expressed an interest in renewing a direct relationship with their portfolio manager.

The partners of Richmond, Fred Pynn, Mike Quinn, Wendy Adams and Kevin Wolfe worked together in senior positions at Bissett & Associates Investment Management Ltd. and have developed a proven long term Canadian equity investment style.

Richmond Equity Management Ltd. offers clients a pooled fund focusing on Canadian equities, the Richmond Equity Fund. The Fund invests in Canadian equities of all capitalization sizes, micro-, small-, mid- and large- cap, and requires that 90% of the companies held in the portfolio pay a distribution or dividend. The Fund may also have up to 20% invested in US and International equities to provide exposure to industries not well represented in Canada. In todays lower growth and interest rate environment, income distributions are key for any investor. It is our belief that investor returns can be enhanced with a broad capitalization investment approach focused on both yield and total return.

Richmond Equity Fund

Net Asset Value as at November 29th, 2019 $20.8327

September Distribution


$0.1150

Top Dividend Increases Announced Third Quarter 2019
Texas Instruments Incorporated 16.9%
Lockheed Martin Corporation. 9.1%
Illionois Tool Works Inc. 7.0%
Fortis Inc. 6.1%
The Bank of Nova Scotia 3.4%

Disclaimer/Waiver

Richmond Equity Management Ltd.

#3230, 350 - 7th Ave SW
First Canadian Centre
Calgary, AB, T2P 3N9
Tel: (403) 538-7330