Bonds Are All We Do

Baker Gilmore & Associates Inc. (Baker Gilmore) is one of Canada's largest specialty fixed income managers with in assets under management. Founded in 1988, the Montreal-based firm has established a long track record of adding value across a wide range of mandates for variety of clients, including pension funds, insurance companies, corporations and non-profit institutions.

Baker Gilmore’s primary goal is to provide superior investment performance and service to its clients. The firm’s investment approach combines fundamentally driven, subjective forecasts of the key factors driving bond market returns with a rigorous portfolio construction process to meet client risk and return objectives.

Capitalizing on Volatile Markets

Baker Gilmore’s investment strategies excel in volatile markets. In particular, the firm’s ability to manage the risks associated with extreme moves in interest rates and credit spreads has allowed it to outperform its benchmarks and its peers during volatile market conditions.

Experience Delivers Consistent Sources of Added Value

With both depth and breadth of experience, the investment team at Baker Gilmore is able to generate diversified sources of added value by alternating its focus across a variety of strategies, depending on where the best investment opportunities arise. This flexibility has helped provide clients with strong returns on both an absolute and risk-adjusted basis.

Confidence = Performance Based Fees

A pioneer among Canadian fixed income managers, Baker Gilmore’s confidence in its process and its commitment to meet and surpass client objectives is reflected in its willingness to offer clients the option of performance-based fees.

Services Customized to Meet Each Client's Specific Needs

Baker Gilmore works with each client to deliver individual and specialized service. The firm manages portfolios that cover a broad range of objectives and risk tolerances – from core products to mandates that incorporate wider duration and credit risk parameters. Performance is measured against conventional market indices or customized benchmarks that reflect specific client requirements.

Combined Excellence

In January 2000, Baker Gilmore joined the Connor, Clark & Lunn Financial Group of companies, which is responsible for the investment of in financial assets through its affiliated investment managers on behalf of institutional, private and retail clients. This relationship combines the strengths of both firms to better meet the needs of clients. The underlying value of this partnership is that Baker Gilmore is able to focus on investment management and client service, while the specialists within Connor, Clark & Lunn Financial Group provide support for non-investment functions such as back office, business development and administration.