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Rogan Investment Management Limited
66 Wellington Street West
Toronto, Ontario M5K 1H6
(416) 366 - 4208
Toll Free: (888) 394 - 4421
Tel: (416) 366 - 4208
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Non-Profit
Provinces of Business
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Founded in 1979, Rogan Investment Management (Rogan) manages balanced portfolios of equity and fixed income securities on a discretionary and highly personalized basis for high net worth families and foundations. Rogan is an independent investment counsel, without ownership links to the brokerage and banking communities. The firm’s sole business is the investment management of client assets. Over its long history, Rogan has achieved superior results for clients using a consistent value investment discipline. The three portfolio managers are William Rogan (P.Eng.; CFA; the firm’s founder; in the investment industry since 1961), David Rogan (CFA since 1994; in the investment industry since 1991) and William Jephcott (CA; CFA since 1987; in the industry since 1985). William Rogan is a Past President of the Investment Counsel Association of Canada (now called Portfolio Management Association of Canada).
The firm’s goal is to preserve and increase wealth for clients after the effects of tax and inflation. This has been achieved through long-term ownership of a select group of investments about which the portfolio managers have conviction. Investment holdings consist primarily of established, financially strong North American corporations across a broad range of industries and high quality bonds.
Rogan has differentiated itself through its independent research effort, the prime objective of which is to uncover the best opportunities, whether in equities or fixed income securities. The portfolio managers search for companies with good businesses, proven management and undervalued shares. Good businesses are generally those with structural advantages over competitors, high levels of profitability and surplus cash flow generation. Undervalued shares are those in which the quoted price is well below Rogan’s appraisal of the business or intrinsic value. This conservative ’margin of safety’ approach helps to minimize risk.
Additional information on the firm’s investment process and results is available upon request.
Reporting & Communication with Clients
An investment policy statement is developed for clients based on their investment goals and constraints, which include income requirements and risk tolerance. A separate investment strategy is developed in cases where a new client is sending an existing portfolio of investments. Clients receive monthly portfolio statements, quarterly performance updates, frequent investment commentaries, year-end tax packages, and periodically meet with portfolio managers for a comprehensive investment review. Other communication is tailored to satisfy individual client preferences.