Strata Capital Partners

Exceptional businesses.
Long-term ownership.

We build high-quality portfolios comprised of competitively-advantaged companies and invest our own capital alongside yours – with patience, discipline, and no unnecessary complexity.

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Partnership. Discipline. Clarity.

We are a technology-enabled investment firm that offers a full-service boutique investment experience rooted in the principles of long-term business ownership, alignment, and disciplined decision-making.

Our approach is ground in clarity, patience, and partnership. We invest alongside our clients in a carefully selected group of durable, high-quality businesses – not chasing trends or timing markets, but building wealth steadily over time.

You won’t find flashy predictions or short-term gimmicks here. You’ll find a firm that treats your capital with the same care as we do our own.

We believe investment management should feel personal, thoughtful, and trustworthy. Our mission is to deliver more than performance – we aim to provide peace of mind, deep alignment, and a long-term relationship built on shared values.

The Strata Approach.

We believe that intelligent, long-term investing is fundamentally business-like. We don’t concern ourselves with short-term stock price fluctuations and neither should you. Instead, we focus on acquiring partial ownership stakes in high-quality, publicly traded businesses at a discount to our estimate of their intrinsic value.

1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.
1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.
1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.
1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.

1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.
1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.
1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.
1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.

1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.
1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.
1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.
1
Long-term ownership.
We aim to hold positions for years, not months. Our preference is to invest in exceptional companies run by exceptional people, and let time and compounding drive results. We measure success over 5-year periods, not quarters.
2
Complete alignment.
We eat our own cooking – our capital is invested alongside yours. When you do well, we do well. When you experience a drawdown, so do we. Skin in the game is the surest way to foster accountability.
3
Disciplined focus.
We invest in businesses with durable competitive advantages, recurring and predictable revenue, enviable pricing power, strong cash flow generation, and high returns on capital. We avoid complexity, financial engineering, and short-term speculation.
4
People matter.
Businesses are run by people. We evaluate management teams with the same discipline as we do financial results. We value high-integrity leaders who have their own skin in the game – this alignment ensures that management teams are incentivized the right way.
5
The price we pay.
Valuation is central to our process. We seek to invest in these exceptional businesses at sensible prices. We recognize that paying fairly for quality is often better than buying mediocrity at a discount.

Tailored strategies
for serious investors.

We offer custom portfolios through separately-managed accounts. These portfolios are made up of our three distinct equity strategies, each designed to meet different investment objectives and risk profiles while maintaining our core philosophy of long-term business ownership.

Growth

Equity Model

20 Holdings

Canada

U.S.

Designed for investors seeking aggressive capital appreciation through a focused, high-conviction approach. This concentrated structure reflects our strongest investment ideas and positions portfolios to capture meaningful upside potential.

Top Sectors: Information Technology (32.5%), Financials (26.5%), Consumer Discretionary (18.0%)

As at September 30, 2025

Balanced

Equity Model

32 Holdings

Canada

U.S.

A well-rounded portfolio structure that balances our highest-conviction ideas with broader diversification across 25 to 35 holdings. Reduces concentration risk while maintaining exposure to attractive long-term growth opportunities.

Top Sectors: Financials (38.5%), Information Technology (19.0%), Consumer Discretionary (17.0%)

As at September 30, 2025

Canadian

Equity Model

31 Holdings

Canada

A diversified portfolio focused on large-to-mid-sized Canadian companies. Balances our highest-conviction Canadian ideas with a diversified approach to portfolio construction.

Top Sectors: Industrials (29.5%), Financials (28.0%), Information Technology (19.0%)

As at September 30, 2025

$250,000 minimum investment · Custodian: National Bank Independent Network

Substance over noise.

Transparent fees.

Canadians pay some of the highest investment fees in the world, according to the Morningstar Global Investor Experience Study: Fees and Expenses. We charge clients a simple management fee that is below the typical costs associated with other investment options in Canada.

True alignment.

Our capital – and our families’ capital – is invested in the same companies that our clients own. Our interests are completely aligned with yours.

Focused client base.

We maintain intentional constraints on corporate growth to preserve the integrity of our strategy and the depth of our client relationships. Our goal is not asset gathering – it’s long-term partnerships.

Proven expertise.

Custodian: National Bank Independent Network. Legal counsel: Borden Ladner Gervais LLP. Auditor: MNP LLP. Experienced advisors every step of the way.

We leverage the expertise, support, and tooling of the best in the industry

Start the conversation.

Strata Capital Partners serves high-net-worth individuals and their families, along with institutions and corporations who share our commitment to patient, disciplined, long-term investing. If you value substance over speculation and seek a true partnership approach to wealth management, we’d welcome the opportunity to speak with you.

Exceptional businesses. Long-term ownership.

Partnership. Discipline. Clarity.

The Strata Approach.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Long-term ownership.

Complete alignment.

Disciplined focus.

People matter.

The price we pay.

Tailored strategies for serious investors.

Growth

Equity Model

Balanced

Equity Model

Canadian

Equity Model

Substance over noise.

Transparent fees.

True alignment.

Focused client base.

Proven expertise.

Start the conversation.

Exceptional businesses.
Long-term ownership.

Tailored strategies
for serious investors.