Our mission is to protect and compound investor capital over the long term.

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Greenrock Principles

Alignment with clients.

We are materially invested alongside our clients, as Greenrock's Partners and Advisors are its largest investors. Our Portfolio Managers have 100% of their investable assets with Greenrock.

Greenrock Principles

Focus on performance.

Our core focus is to generate attractive long-term investment performance. As a result we direct the bulk of our time and resources to achieving this goal.

Greenrock Principles

Capital preservation.

The first rule of investing is to never lose money. We firmly believe that capital preservation is a key component to generating long-term returns.

Greenrock Principles

Independent analysis.

Simply put, we do our own homework. Thorough independent critical thinking is how we add value and generate an investment edge.

Investment Strategy - Separately Managed Accounts

Asset Allocation

Proper asset allocation is essential for all investors, and is tailored specifically to each client’s own risk tolerance & capacity for risk, time horizon and liquidity requirements. There is no “one size fits all” – each client has their financial goals and objectives.

Investment Strategy - Separately Managed Accounts

Diversification

Our client portfolios aim to provide broad industry exposure across the Global Industry Classification Standard (“GICs”) categories. While distribution across industries will not be equal, this diversification insulates clients from excessive exposure to any one sector of the economy.

Investment Strategy - Separately Managed Accounts

High Quality

Within each industry sector, we own large, high-quality companies on behalf of clients that have solid financial metrics and are managed by experienced teams. While remaining invested in North America, holdings will typically be global enterprises with international exposure.

Investment Strategy - Separately Managed Accounts

Focus

Our client portfolios typically have 20 to 30 relatively balanced holdings, as we aim to manage a concentrated portfolio of our best ideas. This allows for broad industry exposure with a focus on the most promising opportunities.

Investment Strategy - Greenrock Founders Fund LP

Size is an advantage.

Being small and nimble allows us to go where others cannot. We have the flexibility to hunt for ideas across a broad investable universe, including the under-followed and often mispriced small cap space.

Investment Strategy - Greenrock Founders Fund LP

Quality driven.

Our internal research process and independent valuation work underpins every investment decision, with particular emphasis on cash flow, balance sheet strength and growth potential. We want to own good companies, but at the right price.

Investment Strategy - Greenrock Founders Fund LP

Concentration is key.

We run a concentrated portfolio of our best ideas. The Fund targets roughly 20 positions at any given time, which we believe provides sufficient diversification while still maximizing exposure to the best risk/reward opportunities.

Investment Strategy - Greenrock Founders Fund LP

Mitigate risk.

We seek to control downside risk by having an in-depth understanding of the businesses that we own. We stay within our circle of competency, remain disciplined when it comes to valuation, and generally avoid leverage at both the portfolio and investment level.

Meet the Team

Greenrock’s three Partners maintain operational oversight of the firm and are responsible for implementing the firm’s investment strategies.

Chris Seed, CIM

Chris Seed, CIM

Director & Portfolio Manager

Chris has been working in the investment industry since 2000 and has gained extensive experience in a variety of roles. Prior to joining Greenrock in 2010, Chris held evolving positions in sales, trading and corporate finance at investment dealers both large and small.

At Greenrock Chris is responsible for the firm’s day-to-day operations and core investment mandate.

Massimo Voci, CFA

Massimo Voci, CFA

Director & Portfolio Manager

Massimo joined Greenrock in July 2015. Having worked in the investment industry since 2004, Massimo has prior experience on both the buy-side and sell-side. Prior to joining Greenrock, Massimo held the position of Equity Research Analyst at a number of independent Canadian dealers. In addition, he spent time as an Investment Analyst at a Toronto-based Multi-Strategy Hedge Fund where he focused on idea generation, investment recommendation, and company due diligence.

Massimo graduated from the University of Toronto with a Bachelor of Commerce and is a CFA charterholder.

Zachary Curry, MBA

Zachary Curry, MBA

Director & Portfolio Manager

Zach joined Greenrock in 2021. He serves as a Director, Portfolio Manager and also as the company’s Chief Compliance Officer. Prior to joining Greenrock Capital Partners, Zach spent 17 years at a prominent Canadian investment counselling firm where he was last President & Chief Operating Officer, in addition to being a Portfolio Manager. Zach spent four years at the start of his career in the research and investment banking departments of two well-known Canadian boutique investment firms.

Zach has a Bachelor of Arts degree (Financial & Economic Studies) from Western University and a Master of Business Administration degree, from the Richard Ivey School of Business.

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Greenrock Capital

Worldwide

+1-416-944-2700

Address

78 Scollard Street
Toronto, Ontario, M5R 1G2

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