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.
OUR HISTORY
Stewards of your wealth, from one generation to the next
Since its establishment in 1999 by Herb and Randall Abramson (following the founding of its affiliated firm, Generation IACP Inc., in 1998), Generation PMCA has maintained its culture of investment excellence. The investment landscape has changed dramatically, yet Generation PMCA has stayed at the forefront by continuously improving its analytics and numerous proprietary investment systems.
WHY GENERATION PMCA
What sets the firm apart
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.
INVESTMENT INNOVATION
20 years of investment innovation
After many years as portfolio managers at leading investment firms, Herb Abramson and Randall Abramson team up to start Generation PMCA. The firm innovates with quantitative models and distinguishes itself as an all-cap value manager.
Development of TRIMTM, an algorithm that combines market volatility and momentum to forewarn of market regime transitions.
Development of TECTM, an economic model used to identify economic cycle peaks and troughs.
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.
Generation PMCA’s first quantitative strategy, the Quantitative Global Value Model, launches.
Launch of our Investment Grade Income Model, which utilizes a quantitative approach to identify Canadian investment grade opportunities.
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.
Development of our proprietary ESG methodology.
Our goal is simple: to develop world class equity, income, and alternative investment strategies
OUR SOCIAL IMPACT
Generation PMCA and its employees dedicate their time and resources to numerous community organizations and leading academic institutions
RJ Steinhoff, Head of Research
Has served as a judge for the Expert’s Choice Award at Laurier’s World of Opportunities competition.
Badar Shamim, Portfolio Manager
Administers polio vaccines in Pakistan as part of Rotary’s global eradication effort.
Michelle Tatham, Portfolio Manager — Client Relationship Manager
Serves on FP Canada’s CFP® Examination Panel.
CAREERS
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.