514 564-9955


An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.”

Benjamin Graham, The Intelligent Investor (1949)


As a mission, Phocion sets out to elevate operating control standards within the investment industry. It accomplishes this by focusing on three core areas:

  • Performance
  • Operational Due Diligence
  • Compliance

Phocion authors meaningful articles that enlighten and educate the investment industry. The articles influence the industry towards greater integrity and away from the “speculative” nature of operations that Ben Graham referred to in his opus magnum.

September 26, 2011

Where Do They Belong? The Corporate Structure of Investment Management Firms

The advancement of the investment industry has accelerated over the last two decades to where, today, we have high frequency trading powered by algorithms cumulating significant profits from numerous singular trades. During this period, the middle office functions of performance, compliance and risk have had a hard time keeping up. Stories of front running, misrepresentation
May 2, 2011


Welcome to Phocion Investments Inc inaugural article! Here is a bit of information about the company and the goal of the article entries. Phocion Investments was created to help meet the performance needs of investment firms and fund sponsors alike. Whether it as complex as a thorough due diligence of your operations or something as simple