BT Global Growth, A Montreal Based Hedge Fund
BT Global Growth is a Montreal based, globally oriented long-short hedge fund. Since inception, the fund has generated a net return of 9.10% per year (as of February 28, 2019).
BT Global Growth Management Team
BT Global Growth was founded in 2006 and is based in Montreal, Canada.
Paul Beattie, MBA
Paul Beattie has over 33 years as a professional in finance with extensive international experience. He earned an MBA from INSEAD, France and a Bachelor of Commerce (Honours) from Queen’s University, Canada. Paul co-founded the investment firm BT Global Growth in 2006 with Jacques Lacroix. Mr. Beattie began his career as Investment Banker in 1986 to 1991 at Merrill Lynch Canada Inc. At the company, he held the position of Vice-President and was involved in a diverse range of advisory assignments and capital markets activities including M&A mandates and new equity issues for Canadian clients. From 1994 to 2000, he was Head of Mergers and Acquisitions for one of Canada’s most successful cellular phone companies, Telesystem International Wireless. From 2000 to 2006, he co-founded and worked as a Managing Partner of a boutique investment bank, Stable Capital Advisors.
Michael Shannon, MBA, CFA
Mike Shannon has over 33 years of experience in the investment industry. He has an MBA from the Ivey Business School, and a Bachelor in Electrical Engineering from McGill University. He earned a CFA designation in 1990. From 1994 to 2015 Mike was a partner at Pembroke Management, a fund manager specializing in investing in small cap and mid cap North American Growth Stocks for institutional investors and high-net-worth clients. From 1987 to 1994 Mike was an equity analyst for Burns Fry (now BMO Capital Markets). Mike Shannon’s earlier experience includes working as a program manager at Spar Aerospace and as an electronics design engineer at Canadian Marconi.
Philippe Martel, CPA, CA, CFA
Philippe Martel graduated with honors from HEC Montreal in 2013. He holds the CPA, CA designation and the CFA designation. Philippe started his professional career in the audit and assurance department at Deloitte. After 2 years, he moved to Raymond Chabot Grant Thornton to focus on corporate finance, specifically due diligence activities in Merger and Acquisitions. At the beginning of 2017, Philippe decided to switch into investment management and became an Analyst for the BT Global Growth Fund. In 2018, he became Portfolio Manager and is now actively involved in all aspects of the firm, including analysis, trading, valuation, due diligence, fundraising and day-to-day operations.
Learn more about BT Global Growth
We invite you to learn more about the performance of both the BT Global Growth Fund and the BT Global Growth Trust. Furthermore, we encourage you to visit our Market Insights page where we often post articles about our market views as well as our various media appearances.
If you are considering diversifying your existing portfolio, we invite you to contact us today to discuss potential investment opportunities. It will be our pleasure to answer your questions about our Montreal-based Investment Fund and our investment philosophy. We encourage you to view the video below where Paul Beattie introduces the firm and talks about the characteristics of our flagship BT Global Growth Fund.