GENERATION PMCA

We are a team of portfolio managers and capital advisors dedicated to helping clients achieve their goals.

 

At Generation we serve our clients through two distinct areas:

PORTFOLIO MANAGEMENT

Provides discretionary managed accounts on behalf of high net worth individuals and institutions. Learn more.

CAPITAL ADVISORY

We work with corporate clients offering a range of financing and advisory services to achieve their objectives. Learn more.

GENERATION PMCA PORTFOLIO MANAGEMENT

Stewards of your wealth

From one generation to the next

 

Experience

The firm’s portfolio managers and analysts bring years of experience to asset allocation, portfolio construction, security selection and client service.

Independence

Simply put, our goal is to grow and protect your wealth. As an independent firm, we are not incentivized to sell expensive investment products that are not right for you.

History of Innovation

Our team has a long history of building innovative proprietary research systems, investment methodologies, and risk management systems.

Global

U.S. and Canada comprise only about half of global stock market capitalization. Our go anywhere approach provides more opportunities.

Fundamental Research

As value investors we invest in companies that we believe are temporarily trading below our estimated appraised values. We prefer businesses with strong competitive advantages led by management teams incentivized to maximize return on capital.

Risk Management

We monitor global economies and markets to alert us to potential economic downturns or severe market declines.

Our Firm

Herb Abramson, LL.B, CFA

Co-Founder


Randall Abramson, CFA

Co-Founder


Founders

For over 20 years, Herb and Randall Abramson, who founded Generation PMCA along with its affiliated investment dealer, Generation IACP Inc., have guided Generation PMCA’s growth, set strategic vision, and maintained its culture of investment excellence.

Herb and Randall established Generation IACP in 1998 and Generation PMCA in 1999 after many years as Portfolio Managers at other leading investment firms. Herb and Randall were named among Canada’s “Stock Market Superstars” in Bob Thompson’s book Stock Market Superstars: Secrets of Canada’s Top Stock Pickers (Insomniac Press, 2008). Their perspectives have appeared in leading media outlets such as the Financial Post, BNN Bloomberg, The Globe and Mail, Motley Fool, and ValueWalk. Randall has made numerous presentations at leading industry conferences such as the Value Investing Congress and MOI Global.

The investment landscape has changed dramatically over the last 20 years. Generation PMCA has stayed at the forefront by continuously improving its numerous proprietary investment systems by leveraging the latest in technological advancements.

Our Social Impact

Generation PMCA and its employees dedicate their time and resources to numerous community organizations and leading academic institutions

OUR FIRM AND ITS EMPLOYEES ARE COMMITTED TO:

Supporting the next generation of Canadian entrepreneurs and business leaders
Supporting the advancement of Canadian wealth management standards
Supporting our community and its essential organizations
Helping tackle the world's toughest challenges

EMPLOYEE SPOTLIGHT

Supporting the next generation of Canadian entrepreneurs and business leaders

Our Firm
Our Firm

Generation PMCA sponsored the January 2020 World of Opportunities competition held at the Lazaridis School of Business & Economics.

RJ Steinhoff, Director of Research, served as a judge for the Expert’s Choice Award.

Our Firm
Our Firm
Our Firm

EMPLOYEE SPOTLIGHT

Committed to the advancement of Canadian wealth management standards

Michelle Tatham, Associate Portfolio Manager, serves on FP Canada’s CFP® Examination Panel.

EMPLOYEE SPOTLIGHT

Committed to tackling the world’s toughest challenges

Badar Shamim, Portfolio Manager, administers polio vaccines in Pakistan.

Our Firm
Our Firm

20 Years of Investment Innovation

1999 – 2008

After many years as Portfolio Managers at leading investment firms, Herb and Randall team up to start Generation PMCA. Firm innovates with quantitative models and distinguishes itself as an all-cap value manager.

In 2008, Generation PMCA portfolio managers identified among “Canada’s stock market superstars”.1

Highlights from the last 10 years

2010

Development of TRIMTM, an algorithm that combines market volatility and momentum to forewarn of market regime transitions.

2011

Development of TECTM, an economic model used to identify economic cycle peaks and troughs.

2012

Launch of the Global Insight Model, our large cap global long/short value strategy that utilizes a parallel risk management process to guard against economic and market risk.

2015

Generation PMCA’s first quantitative strategy, the Quantitative Global Value Model launches.

2015

Generation PMCA’s first quantitative strategy, the Quantitative Global Value Model launches.

2018

Launch of the hybrid version of our Global Insight Model, Global Insight Duteras, which combines quantitative and fundamental approaches.

2019

Launch of our Investment Grade Bond Model which utilizes a quantitative approach to identify Canadian investment grade opportunities.

2019

Launch of Generation PMCA’s Sharia-Compliant Global Equity Model, the first global equity strategy certified as Sharia-Compliant by Canada’s Islamic Finance Board.

2020

Development of our proprietary ESG methodology.

1Stock Market Superstars: Secrets of Canada’s Top Stock Pickers. Bob Thompson Insomniac Press, 2008

Our goal is

simple:

 

To develop

world class

equity,

income,

and alternative

investment

strategies.

Contact Us

Careers At Generation PMCA

At Generation PMCA we’re committed to investment excellence and client satisfaction.

Joining our boutique, employee-owned firm means becoming part of a dynamic and fast-moving group of investment professionals. You’ll receive the freedom and flexibility needed to grow your business and skill set the way you want to.

Current Openings

GENERATION PMCA

We are a team of portfolio managers and capital advisors dedicated to helping clients achieve their goals.

 

At Generation we serve our clients through two distinct areas:

PORTFOLIO MANAGEMENT

Provides discretionary managed accounts on behalf of high net worth individuals and institutions. Learn more.

CAPITAL ADVISORY

We work with corporate clients offering a range of financing and advisory services to achieve their objectives. Learn more.

GENERATION PMCA PORTFOLIO MANAGEMENT

Stewards of your wealth

From one generation to the next

 

Experience

The firm’s portfolio managers and analysts bring years of experience to asset allocation, portfolio construction, security selection and client service.

History of Innovation

Our team has a long history of building innovative proprietary research systems, investment methodologies, and risk management systems.

Fundamental Research

As value investors we invest in companies that we believe are temporarily trading below our estimated appraised values. We prefer businesses with strong competitive advantages led by management teams incentivized to maximize return on capital.

Independence

Simply put, our goal is to grow and protect your wealth. As an independent firm, we are not incentivized to sell expensive investment products that are not right for you.

Global

U.S. and Canada comprise only about half of global stock market capitalization. Our go anywhere approach provides more opportunities.

Risk Management

We monitor global economies and markets to alert us to potential economic downturns or severe market declines.

Founders

Our Firm

For over 20 years, Herb and Randall Abramson, who founded Generation PMCA along with its affiliated investment dealer, Generation IACP Inc., have guided Generation PMCA’s growth, set strategic vision, and maintained its culture of investment excellence.

Herb and Randall established Generation IACP in 1998 and Generation PMCA in 1999 after many years as Portfolio Managers at other leading investment firms. Herb and Randall were named among Canada’s “Stock Market Superstars” in Bob Thompson’s book Stock Market Superstars: Secrets of Canada’s Top Stock Pickers (Insomniac Press, 2008). Their perspectives have appeared in leading media outlets such as the Financial Post, BNN Bloomberg, The Globe and Mail, Motley Fool, and ValueWalk. Randall has made numerous presentations at leading industry conferences such as the Value Investing Congress and MOI Global.

The investment landscape has changed dramatically over the last 20 years. Generation PMCA has stayed at the forefront by continuously improving its numerous proprietary investment systems by leveraging the latest in technological advancements.

Our Social Impact

Generation PMCA and its employees dedicate their time and resources to numerous community organizations and leading academic institutions

COMMITTED TO SUPPORTING THE NEXT GENERATION OF CANADIAN ENTREPRENEURS AND BUSINESS LEADERS

Our Firm

Generation PMCA sponsored the January 2020 World of Opportunities competition held at the Lazaridis School of Business & Economics.

RJ Steinhoff, Director of Research, served as a judge for the Expert’s Choice Award.

Our Firm

COMMITTED TO THE ADVANCEMENT OF CANADIAN WEALTH MANAGEMENT STANDARDS

Our Firm

Michelle Tatham, Associate Portfolio Manager, serves on FP Canada’s CFP® Examination Panel.

COMMITTED TO TACKLING THE WORLD’S TOUGHEST CHALLENGES

Our Firm

Badar Shamim, Portfolio Manager, administering polio vaccines in Pakistan.

20 Years of Investment Innovation

Our goal is simple: to develop world class alternative, equity, and income investment strategies.

1998 – 2008

After many years as Portfolio Managers at leading investment firms, Herb and Randall team up to start Generation PMCA. Firm innovates with quantitative models and distinguishes itself as an all-cap value manager.

In 2008, Generation PMCA portfolio managers identified among “Canada’s stock market superstars”.1

Highlights from the Last 10 Years

Contact Us

Careers At Generation PMCA

At Generation PMCA we’re committed to investment excellence and client satisfaction.

Joining our boutique, employee-owned firm means becoming part of a dynamic and fast-moving group of investment professionals. You’ll receive the freedom and flexibility needed to grow your business and skill set the way you want to.

Current Openings