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Genova Private Management

Address

90 Adelaide Street West, Suite 800
Toronto, Ontario M5H 3V9
(416) 342 - 5641
adewling@genovaprivate.com
www.genovaprivate.com

Principal Contacts

Alan Dewling
Managing Director
Tel: (416) 342 - 5641
adewling@genovaprivate.com

Jennifer A. Dewling
Principal
Tel: (416) 361 - 2807
jennifer.dewling@genovaprivate.com

Client Minimums

Private: $500,000

No private institutional minimum has been specified.

Types of Accounts Managed

  • Private Individual / Investor

Provinces of Business

  • British Columbia
  • Nova Scotia
  • Ontario*
  • Quebec
  • Saskatchewan

* indicates a physical location in this province

Investment Philosophy

We believe that the best way to enhance financial well-being is through the ownership of excellent business when acquired at the right price.  A profitable, well run business will grow in value over time and, if purchased at an attractive price, will provide a superior return with less risk.

It is the role of Genova Private Management to seek out such businesses in the public stock markets, to understand the business and the environment within which it operates and to assess the competence and integrity of its managers and major owners.

At Genova Private Management, we believe that the quality of the business and price at which it is acquired are equally important.  We will purchase shares of a business only after we have assessed the economic value of the company and only if the market will offer shares at a substantial discount to that value.  In this way we are able to obtain a margin of safety, reduce the risk and achieve a superior return.

Reporting & Communication with Clients

Clients receive a monthly statement from our independent custodian showing transactions in the month and the portfolio value at month-end.

We report to each client at the end of each calendar quarter.  If the family or group has more than one account, our quarterly report includes both a combined report, which details all the investments and, for each account, a portfolio statement of transactions.

After the first 12 months we include, as part of our quarterly report, investment performance for the year and from inception, together with comparable stock market performance statistics.

In addition, our detailed quarterly reports include an update on one or two of the companies owned by our clients as well as our view of the current state of the economy and the broader stock market.