Call us at

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WE ARE Exceptional portfolio managers

So your time can be spent with the ones you love.

Vulcan Investments has provided investors with a 16%+ Compounded annual return since 2013*
vulcan
 

located in toronto, with investors from around the world

 
Vulcan Investments is a Toronto based Portfolio Manager, offering separately managed portfolio solutions comprising carefully selected publicly traded equity securities from Canadian, US and International markets.

At Vulcan we strive towards two investment objectives; preservation of capital and generating absolute positive returns over a market cycle, typically 3-5 years.

Aaron Chaze

CIM, President & Portfolio Manager

Book a free consultation with Aaron Chaze

How do we continually provide exceptional returns

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Owning high quality securities permits holding through market cycles, allowing value to emerge

 
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Trading infrequently; Low portfolio turnover means lower cost and lower tax incidents

 
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Selling in a disciplined manner

 
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Using a repeatable process for identifying and managing investments

 
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Ensuring through a checklist approach, that all investment and risk aspects are considered

 
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Investing globally, unconstrained by size of the company, sector or geography

 
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Determining the intrinsic value of securities being considered

 
Download the Vulcan Investment Brochure

Our testimonials

 

“I have been a client of Aaron’s at Vulcan Asset Management for over 4 years.  Aaron has a solid understanding of value investing and his approach has yielded very strong returns for my portfolio.  As an added bonus, Aaron is also very approachable and easy to deal with.  I highly recommend him and his firm.”

JL

Ontario

Contact us

Vulcan Investments

1-57 Lakeshore Road East

Mississauga, ON

L5G 1C9

 
Telephone

Get in touch with us

*DISCLOSURE AROUND PORTFOLIO PERFORMANCE

  1. Performance includes the time period prior to May 16 2014, before Vulcan was granted registration as a portfolio manager (PM)
  2. Vulcan uses the same fully funded investment portfolio to calculate returns pre and post registration as a PM. There has been no change in the investment strategy since inception
  3. Aaron Chaze has managed the portfolio since inception
  4. The portfolio benchmark comprises 70.0% MSCI AC World Index, 30.0% DEX Universe Bond Index
  5. We also compare against the MSCI AC World and the TSX Composite Index since the investment strategy is global and since clients are Canadian domiciled
  6. Returns are gross of fees
  7. Past Performance Does Not Guarantee Future Performance