Volatility is a common occurrence in the financial markets. Sentry Investments offers an alternative. We apply steadfast discipline to keep your investments on a calmer path to wealth creation.
When we opened our doors in 1997, Sentry was a small mutual fund company with some very big ideas. We focused on delivering superior risk-adjusted returns, which more tangibly translates into growth and income with less volatility. We also believed that to achieve superior results, we needed to do things differently. Over the next 10 years, we attracted a relatively small but loyal group of supporters.
Then came the 2008/09 financial crisis...
Many firms were significantly affected by that crisis. But for us, it was the defining moment in our company’s history. Our ability to calmly create wealth during, and since, the 2008/09 financial crisis – one of the most significant market declines since the Great Depression – showed advisors and investors that our style of investing works. Sentry funds are built to perform through volatile markets; those are the times that truly define you as an investment manager. As a result, Canadian investors – through the counsel of their financial advisors – have entrusted more and more of their hard-earned dollars to Sentry. Today, Sentry manages over $18 billion in assets on behalf of more than 500,000 Canadian investors.
We are a family-owned, family-run business – always have been. Sentry was founded by John F. Driscoll, a passionate, industrious entrepreneur, who was driven by the goal of helping Canadians achieve their investment goals.
Being family-owned and family-run – and as a result, fully independent – means that we are always invested. Invested in the long-term interests of our clients, as opposed to the sometimes short-term interests of shareholders. And personally invested in all aspects of the business, and the mutual success of our clients and our company.
While the number of investors we serve has grown dramatically, we sincerely believe that our disciplined house style can help even more investors – working closely with their financial advisors – achieve their financial goals with the comfort of knowing that their money is in good hands.
And we have no intention of straying from the values or approach that have made us who we are today. Our family ownership and management make us one of the last true independents in the Canadian investment industry.