Heward Investment Management Inc. (“Heward”) was
founded by the Heward family in 1981 as a provider of
discretionary portfolio management services.
The firm is entirely owned by the Heward family and its employees and boasts a team of seasoned portfolio managers with decades of portfolio management experience. Heward prides itself on a client base consisting of private clients, foundations and endowments and institutional investors. Through years of personalized service and dedication, the firm has cultivated strong intergenerational relationships with these clients.
Heward Investment Management Inc. employs an investment style characterized as growth at a reasonable price (GARP) with a value bias. It adopts a long-term investment horizon and seeks investment opportunities with the following attributes:
We work closely with our clients to ensure that their needs are translated into investment objectives. This philosophy has provided clients with greater diversification and managed risk.
Heward Investment Management Inc. utilizes a disciplined investment management process. The Investment Policy Committee (IPC) designates investment mandates, oversees the due diligence process, and has the final authority on all investment decisions. Decision-making is governed by a team approach to ensure that a diverse set of opinions is considered. The investment management process consists of four dimensions:
Working together: What to expect
Heward Investment Management Inc. prides itself on a track record of exemplary corporate social responsibility. As a good corporate citizen, the firm approaches its community with the same rigour that factors prominently in its investment philosophy.
The firm actively supports various philanthropic organizations, including:
- The Montreal Children’s Hospital Foundation
- The Action Centre Foundation
- The Brockville and District Hospital Foundation
- The Cedars Cancer Institute Foundation