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Name | Title | Since | Until |
---|---|---|---|
Tristan Sones | Vice President, Portfolio Manager | 2020 | Now |
Biography | Tristan Sones joined AGF in 1993 and is one of the principal members of the AGF Fixed Income team. With over two decades of experience managing a wide array of fixed-income portfolios, Tristan is a key contributor to the team’s analysis of the global macroeconomic landscape, with specific emphasis on global investment grade and non-investment grade debt, including hard and local currency emerging market debt. Tristan earned an Honours BA in Mathematics from the University of Waterloo. He is a CFA charterholder and a member of the Toronto CFA Society. | ||
Mark Stacey | Senior Vice President,Head of Portfolio Management | 2020 | 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 | 2020 | 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. | ||
Greg Bay | President | 2012 | 2020 |
Biography | Greg has more than 27 years of investment experience. In 1998, he became one of the founding partners at Cypress Capital Management and today is the company’s President. Before joining Cypress, Greg was a managing partner at M.K. Wong & Associates (now HSBC Asset Management Canada Ltd.) where he was the lead on their Lotus Canadian Equity and Hong Kong Bank Small Cap Growth funds. | ||
Michael Fricker | Portfolio Manager | 2012 | 2020 |
Biography | Michael joined Cypress in 2009 as an Associate Portfolio Manager and was promoted to Portfolio Manager in January 2010. Michael began his investment management career in 1999 and has worked at TD Asset Management, Scotia Capital and RBC Capital Markets. | ||
Hugh McCauley | Other Executives | 2003 | 2012 |
Biography | Hugh McCauley is portfolio manager of Acuity Investment Management Inc. where he has strategically applied his value-based investment philosophy since 1996. After receiving both MBA and a B.Sc. in Engineering from McMaster University, hugh gained valuable experience as a consultant to senior investment banking excutives at the TD Bank. Prior to joining Acuity, Hugh was a Senior Manager at the Bank of Montreal, consulting with the Retail Banking and Treasury groups. | ||
Warren Fenton | Other Executives | 2003 | 2012 |
Biography | Warren Fenton employs his extensive knowledge of consumer-oriented businesses on behalf of Acuity clients. He received a B.A. in Commerce from the University of Ottawa and is a CFA charter holder. Prior to joining Acuity, he was a highly ranked merchandising/consumer products analyst at Dundee Securities. | ||
David G. Stonehouse | Director | 2003 | 2012 |
Biography | David Stonehouse has many years experience managing both fixed-income and balanced portfolios. David was previously Director, Fixed Income and Portfolio Manager with Acuity Investment Management Inc. Prior to joining Acuity, David was a senior analyst specializing in Canadian equities at a major Canadian pension plan and worked in the telecommunications industry specializing in financial analysis. He received a B.Sc. in Applied Science from Queen’s University, an MBA in Finance and Accounting from McMaster University and is a CFA charterholder. | ||
Martin Grosskopf | Analyst | 2003 | 2012 |
Biography | Martin Grosskopf, Vice President and Portfolio Manager, manages investment portfolios for AGF Investments Inc. and AGF Investments America Inc, and also provides input on sustainability and ESG issues across the AGF investment teams. Mr. Grosskopf is also a former board member of the Responsible Investment Association (RIA). Mr. Grosskopf holds a BA from the University of Toronto, a MES from York University and an MBA from the Schulich School of Business and NIMBAS. |
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