History

DORCHESTER's history begins in 1928 with the founding of Hodgson Roberton & Company in Montreal. That firm operated continuously as an independent investment counsel until 1986 when it merged with another well established Montreal investment firm to become a new general partnership, DORCHESTER INVESTMENT MANAGEMENT.

Although our roots are in Montreal, we have expanded our client base across North America and overseas. DORCHESTER is registered with l'Autorité des marchés financiers du Québec, the Ontario Securities Commission, the British Columbia Securities Commission, the Manitoba Securities Commission, the New Brunswick Securities Commission, the Nova Scotia Securities Commission, and the Securities and Exchange Commission in the United States. The market value of assets currently under management is over six hundred and fifty million dollars.

Throughout our history, DORCHESTER has remained an independent investment counsel. Our firm does not act as a broker or custodian and has no ownership connection with any other financial institution. This independence enables us to take a completely objective approach to investment opportunities so that all portfolios are professionally managed according to the objectives of our clients.

DORCHESTER is wholly-owned and operated by five partners who take a hands-on approach to all facets of the firm. The partners oversee all primary investment research, quantitative and technical analysis, and the screening of sell-side research while ensuring all client needs are addressed in a timely and courteous fashion.

Together, we are a progressive team of 12 investment professionals with more than three hundred years of cumulative investment management experience.