About BloombergSen Investment Partners
An investment management company in Toronto, Canada, BloombergSen Inc. was established in 2008 by Lawrence Bloomberg, Jonathan Bloomberg and Sanjay Sen. BloombergSen is an independent, partner-owned investment counseling firm that operates as a concentrated, long-term, value investor. Barron’s named BloombergSen one of the Top 100 Funds in the World from 2014–2017. The company’s leaders focus on a disciplined value investment viewpoint in its management of the wealth of individuals, families, trusts, foundations, and pension funds. BloombergSen aims to maximize perfect returns and maintain financial policies over the long term for every one of our clients. BloombergSen takes a value-focused approach with a large margin of safety. The company brings discipline to its value investing, so that clients can expect a high concentration that’s often less than 15 total stocks. The founders of BloombergSen also represent more than 10 percent of the $2 billion that they manage for high-net-worth individuals, families, and institutions. This approach ensures that company managers are aligned with their clients. Company leaders choose to invest only in businesses that meet their high standards — and only when those businesses sell in the public markets at a significant discount to the initial estimate of their intrinsic value. This strategy has a large safety margin, so clients can rest easy knowing that their portfolios won’t face long-term losses. When analyzing the market, BloombergSen’s managers look for businesses that have strong balance sheets, wide profit margins and earnings less sensitive to changes in the marketplace.