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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Dillon Culhane | Portfolio Manager | 2024 | now |
Stephen Duench | Associate Portfolio Manager | 2017 | now |
自傳 | Stephen supports our equity portfolios by contributing to both quantitative and fundamental research initiatives. Stephen also provides data management support for all portfolio management applications. Stephen earned a Bachelor of Arts with Honours in financial mathematics in 2007. | ||
Mark Stacey | Senior Vice President,Head of Portfolio Management | 2017 | 2022 |
自傳 | Mark joined the investment team in 2011 and provides portfolio management for the Canadian core, and Canadian small cap equity mandates. Mark has 13 years of investment experience applying quantitative and qualitative management techniques to the portfolio management process. Prior to joining Highstreet, Mark was an equity portfolio manager for a large financial institution. | ||
Stephen Way | Lead | 2017 | 2020 |
自傳 | Stephen Way leads AGF’s award-winning global equity team in Toronto, while maintaining portfolio management responsibilities for their global equity and emerging markets mandates. Stephen’s joined AGF in 1987. In 1991, he established AGF’s wholly owned subsidiary AGF International Advisors Company Limited in Dublin, Ireland and ran the operations as Managing Director until 1994. Stephen holds a BA in Administrative and Commercial Studies from the University of Western Ontario. He is a CFA charterholder and a member of the Toronto CFA Society. | ||
Phillip Cotterill | Credit Analyst | 2014 | 2017 |
自傳 | Phil is head of the client solutions team, is on the investment risk management committee, the risk management & compliance committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. Phil joined CC&L Investment Management in 1993 as an analyst on the fundamental equity team and was also a portfolio manager on the team for 13 years before leading the client solution team. Prior to joining CC&L, he worked at other Canadian asset management firms as an analyst. Phil holds a Bachelor of Commerce from University of British Columbia and is a CFA charterholder. | ||
Gary Baker | Director & Portfolio Manager, Co-Head of Fundamental Equity | 2013 | 2017 |
自傳 | Gary is co-head of the fundamental equity team. He is responsible for the leadership of the fundamental equity investment and portfolio strategy. He is also on the asset allocation committee, the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. Gary joined CC&L Investment Management in 2003 as a fundamental equity portfolio manager and previously led the fundamental equity team for 18 years. Gary holds a MBA from the University of Toronto and a Bachelor of Engineering from McMaster University. He is also a CFA charterholder. | ||
John Novak | Managing Director, Equity Research | 2010 | 2014 |
自傳 | John is a portfolio manager on the fundamental equity team. He is responsible for the coverage of companies within the industrials and utilities sectors. He is also on the CC&L Investment Management ESG committee. John holds a Master of Science from the London School of Economics in London, England, a Master of Business Administration from the University of Toronto, and a Bachelor of Arts from Brock University. He is also a CFA charterholder. | ||
Gord MacDougall | Other Executives | 2008 | 2014 |
自傳 | Gord MacDougall is director of Connor, Clark & Lunn and has more than 27 years of experience managing mutual funds, and corporate and private portfolios for leading investment management firms. | ||
Alastair Dunn | Portfolio Manager | 2008 | 2010 |
自傳 | Alastair joined Northwest in September 2011 to perform quantitative analysis and risk assessment and later became a trader and portfolio manager. Alastair graduated with a first class honours degree in Theoretical Physics from University College London and went on to complete a PhD at the London Centre of Nanotechnology at UCL. Prior to joining Northwest, Alastair was in Shanghai studying Mandarin at East China Normal University. |
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