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Name | Title | Since | Until |
---|---|---|---|
Stephen Way | Lead | 2017 | Now |
Biography | 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. | ||
Mark Stacey | Senior Vice President,Head of Portfolio Management | 2017 | Now |
Biography | 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 Duench | Associate Portfolio Manager | 2017 | Now |
Biography | 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. | ||
Phillip Cotterill | Portfolio Manager, Head of Client Solutions | 2014 | 2017 |
Biography | Phil joined Connor, Clark & Lunn Investment Management Ltd. (CC&L) in 1993 and spent 13 years on the Fundamental Equity Team as both an Analyst and Portfolio Manager. Phil is now Head of the Client Solutions Team and oversees a team of 12 in Vancouver and Toronto. Phil is also a Director of the Connor, Clark & Lunn Foundation that helps fund programs across Canada to promote a better environment, improvements to education, advances in science and medicine, stronger communities and the arts. Phil earned a Bachelor of Commerce from the University of British Columbia and is a CFA charterholder. | ||
Gary Baker | Director and Portfolio Manager, Head of Fundamental Equity, Asset Allocatio | 2013 | 2017 |
Biography | Gary is the leader of the fundamental Canadian equity team, responsible for fundamental research and analysis and overall portfolio strategy. He also sits on the risk management committee. Gary is Director of Connor, Clark & Lunn Investment Management Ltd. Gary has an MBA from the University of Toronto, a Bachelor's degree in Engineering from McMaster University and the CFA designation. | ||
John Novak | Portfolio Manager, Fundamental Equity | 2010 | 2014 |
Biography | John is a member of the fundamental equity team, responsible for fundamental research and analysis. John is a Vice President of Connor, Clark & Lunn Investment Management Ltd. Prior to joining CC&L he was a Managing Director with one of the major Canadian bank-owned dealers. The majority of John's career has been spent covering diversified industrials and diversified materials throughout North America. John earned his MSc from the London School of Economics, his MBA from the University of Toronto and his BA from Brock University. He is a CFA charterholder. | ||
Gord MacDougall | Other Executives | 1985 | 2014 |
Biography | 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 |
Biography | 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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