Bastion Asset Management Inc.
Charles Haggar is the Founding Partner & CIO at Bastion Asset Management Inc., a newly formed investment firm offering fundamental bottom up long short equity strategies. Prior to this role, Charles was the Vice President and Senior Portfolio Manager at Formula Growth Ltd. Charles also has experience as an Auditor at PwC and a Tax Analyst at KPMG US. Charles holds a Bachelor of Commerce (BCom) and a Graduate Diploma in Public Accountancy from Concordia University, as well as a degree in Accountancy from McGill University. Charles is also a CFA Charterholder.
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Bastion Asset Management Inc.
Founded in Montreal in 2021, Bastion Asset Management ('BAM') is an independent management company specializing in alternative strategies. The firm uses a fundamental, bottom-up approach to small and mid cap U.S. equities to generate risk-adjusted returns attractive to institutional and high-net-worth investors. Compliance and risk management are paramount to the company's success and the analysis of ESG factors is directly integrated into the investment process. BAM's values of excellence, integrity, dedication and of community involvement are the foundation of the company culture.