WALTER FINANCIAL

Portfolios

Our portfolios comprise investments in companies operating in a wide range of sectors.
Here are a few examples that illustrate our success.

Diversified Public Equities

The Diversified Public Equities portfolio features top-tier companies from Canada and around the world, all of which are poised to create long-term value for shareholders.

  • New Look Vision Group Inc.

    In portfolio: Since 2013

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    • Website www.newlookvision.ca
    • Head office Montreal, Quebec, Canada
    • In portfolio since 2013
    • Industry Eye care products
      and services

    New Look Vision Group Inc.

    In portfolio: Since 2013

     

    New Look Vision Group Inc. is one of Eastern Canada’s leading providers of consumer optical products. Its network of 193 corporate stores includes the New Look, Vogue Optical and Greiche & Scaff banners. The group’s operations are vertically integrated through its owned lens processing facilities as well as its warehouse and distribution centre.

    With 182 stores currently in Quebec and Atlantic Canada, New Look is the top retail player in this market and is constantly exploring opportunities to expand its presence across the country through organic growth and acquisitions.

    The business outlook for New Look is very strong. As the Canadian population ages, the need for eye care will increase. By the time they reach their mid-fifties, only one person in 25 is spared the need for vision correction.

    New Look’s market cap is valued at over $400 million and its operating cash flows are robust.

  • VCA Inc.

    In portfolio: 2014-2017

    VCA Inc.

    In portfolio: 2014-2017

  • Church & Dwight Co., Inc.

    In portfolio: Since 2013

    Church & Dwight Co., Inc.

    In portfolio: Since 2013

  • See our Diversified Public Equities strategy

Strategic Public Equities

The companies in this portfolio are carefully picked for their strong management team, their robust business model and the promising long-term outlook of the markets they operate in.

  • Lassonde Industries Inc.

    In portfolio: Since 2004

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    • Website www.lassonde.com
    • Head office Rougemont, Quebec, Canada
    • In portfolio Since 2004
    • Industry Agri-food

    Lassonde Industries Inc.

    In portfolio: Since 2004

     

    Lassonde Industries Inc. is a North American leader in the development, manufacture and sale of a wide range of ready-to-drink fruit and vegetable juices and beverages marketed under its own brands (Oasis, Rougemont, Apple & Eve) and private labels.

    Lassonde is ranked number one in the Canadian apple juice market. Over 50% of its sales are in the U.S., where it has a significant share of the private-label apple juice market.

    The market capitalization for Lassonde Industries is over $1 billion. It boasts an impressive track record, solid operating cash flows and a strong, highly aligned management team, which owns over 50% of the company.

  • Sico inc.

    In portfolio: 1997-2006

    Sico inc.

    In portfolio: 1997-2006

  • Logistec Corporation

    In portfolio: 1989-1996; 2000-2015

    Logistec Corporation

    In portfolio: 1989-1996; 2000-2015

  • See our Strategic Public Equities Strategy

Private Equity

In keeping with our long-term investment vision, our Private Equity portfolio is made up of businesses we want to invest in today – and grow with tomorrow.