What is Borealis Global Asset Management?
Borealis Global Asset Management, or BOREALIS GAM, is a Canadian-based asset manager with a sharp focus on global publicly-listed mid-cap companies. Their mission? To influence the strategic choices of corporations and steer capital flows toward sustainable economic activities. It’s all about shaping tomorrow’s world—one dollar and one vote at a time. With 30 years of institutional-grade asset management expertise under their belt, Borealis GAM combines traditional asset management best practices with a strong commitment to responsible investing.
Main Benefits of Borealis GAM’s Approach
Here’s what sets Borealis apart and why it matters:
- 30 years of institutional-grade asset management experience
- Specialized focus on mid-cap companies in equity markets
- Integration of sustainability as a core principle in portfolio management
- Commitment to ethical, transparent, and responsible investing
- Dedicated R&D division—BOREALIS LAB—pushing innovation through science and technology
- Diverse team with award-winning portfolio managers and over 50 years of combined experience
- Strong stewardship aimed at economic transition and sustainable finance
- Impressive B Corp score of 122.3, reflecting high standards in environmental, social, and governance (ESG) practices
Strategy and Investment Philosophy
Borealis GAM sticks to traditional fundamental analysis but with a twist: sustainability isn’t just an add-on; it’s baked right into their core principles. Their portfolio construction reflects true convictions, aiming for the best quality holdings that can stand the test of time. This isn’t about quick wins—it’s about long-term value creation, with a clear eye on responsible investing and ESG factors. The approach is straightforward yet powerful, blending rigorous financial analysis with a genuine commitment to sustainable finance.
Commitment to Responsibility and Ethics
Managing funds for clients isn’t just a job at Borealis GAM—it’s a responsibility. They don’t just comply with legal requirements; they go beyond, acting with ethics, care, and transparency. Investing for a more inclusive and sustainable future is at the heart of their mission. Plus, they actively share knowledge and promote best practices, ensuring that all stakeholders are respected and engaged. It’s a holistic approach that puts people and the planet alongside profits.
The Team Behind Borealis GAM
Diversity of thought and collaboration are key ingredients in Borealis GAM’s recipe for success. Their team includes founding partners with complementary backgrounds, bringing over 50 years of combined institutional asset management experience. Add to that an award-winning portfolio manager who’s deeply committed to sustainability, and you get a powerhouse group that’s all about making better decisions and achieving better outcomes. It’s a team that truly believes in the power of stewardship and responsible investing.
Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – promoting sustainable economic activities
- SDG 9: Industry, Innovation, and Infrastructure – through BOREALIS LAB’s R&D and innovation
- SDG 12: Responsible Consumption and Production – by integrating ESG and stewardship in investments
- SDG 13: Climate Action – directing capital flows towards sustainable finance and economic transition
- SDG 17: Partnerships for the Goals – engaging with all stakeholders and sharing knowledge
Innovation Through Borealis Lab
BOREALIS LAB is the innovation hub within Borealis GAM, dedicated to asset management research and development. This division encourages out-of-the-box thinking and leverages cutting-edge science and technology to push the boundaries of what’s possible in responsible investing. It’s where traditional asset management meets forward-thinking innovation, ensuring that Borealis stays ahead in a rapidly evolving financial landscape. The lab’s work supports the broader mission of sustainable finance and economic transition, making sure the firm’s strategies remain dynamic and impactful.
