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Our analysts are typically recruited straight from university after they have completed their graduate studies. They are more readily available at this stage than after having begun a career. We are able to hire the best and brightest. We can train them, evaluate their judgment and measure their interest and ability to become good investment managers. Accordingly, the assets are managed by a team of professionals specialized by industry, who have learned their field of study in various parts of the world and have extensive knowledge of the sectors and economic regions they evaluate.
B. Sc. A. (Eng.), MBA
President
Joined the firm in 1987
Industry experience of 56 years
Our investment services team is committed to addressing the needs of individual clients. The team is staffed by knowledgeable and experienced investment professionals whose primary function is to communicate the firm’s investment philosophy, process and portfolio strategies.
These Senior Investment Counsellors participate in regular investment team meetings. They have access to all corporate and sector research and have an ongoing dialogue with investment team members. In addition they participate in the monitoring of portfolios and are involved in the portfolio compliance process.
This group’s efforts are conducted as a team to ensure availability for meetings and provide support for other client needs. Portfolio reviews are arranged at regular intervals and at the request of clients.
B.B.A., M. Sc. Finance, CFA®
Vice President – Investment ServicesPartner
Joined the firm in 2001
B. Sc. A. (Eng.), MBA
President
Joined the firm in 1987
Industry experience of 56 years