Who we are

Based in Victoria, BC, we are a privately held Portfolio Manager dedicated to managing portfolios for individual clients and their personal foundations. Our dedicated team of professionals has expertise in a broad range of strategies and a track record of delivering consistent positive returns across most market environments. We have built our name on our depth of talent, an intense multi-disciplined research focus, and our risk-controlled approach to investing.

Our long-term experience and dedication to an empirical approach gives us the insight and patience to manage in any type of environment.

Our focus on fundamental and quantitative research is complemented by strict adherence to our discipline - focus on the downside and provide optimal diversification.

Our philosophy is that by understanding the potential downside or loss of an investment, and sizing our positions accordingly, we will be able to generate above-average returns with low volatility over a long period of time.

Our broad analytical experience extends to many asset classes and we utilize our network of outside partners to bring our clients further expertise in other complementary areas. We use this wealth of internal and external resources to identify investment opportunities with attractive risk-adjusted returns.

Barlow is an asset management firm that manages financial assets for Private Clients and their personal  foundations.

Our Purpose

PORTFOLIO MANAGEMENT is our only business. We have no banking, audit, or legal relationships to protect; therefore, we are truly independent and impartial. We abide by the highest professional and ethical stand­ards.

CAPITAL PRESERVATION during market declines is an essential objective for many of our clients. We never forget risk and ensure that we stay commit­ted to our disciplined bottom line investment process.

OUR GOAL is to earn your confidence and trust. We want long-term relationships and are proud of the fact that many of our clients have been with us for over twenty years.

At Barlow we have your best interests at heart and strive to provide financial stewardship to you and your family for gen­erations to come.