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FIND ANOTHER FUND MANAGER OR SUB-ADVISOR

Portfolio Managers
Sub-Advisors
Research Analysts
Chairman's Message
Market Talk
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Michael Lee-Chin
Jonathan Wellum
James Cole
Robert Almeida
Chris Lowe
Randy LeClair
Greg Placidi
Pat Naccarato
James Dancy
Van-Khanh Nguyen
Jonathan WellumB.Comm., B.Sc., MA, MBA, CFA Chief Executive Officer and Chief Investment Officer |
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Jonathan Wellum joined AIC Limited in 1990 and has served as a member of AIC's senior management team. In August 2002, he was appointed Chief Investment Officer. In October 2006, Jonathan was appointed Chief Executive Officer.
He currently manages AIC Diversified Canada Fund, and oversees AIC Private Portfolio Counsel which includes AIC’s institutional and high net worth business. In addition, Jonathan co-manages a number of exchange-traded funds focused on the financial services industry, along with AIC American Advantage Fund. Prior to joining AIC, he held positions in corporate accounting at Deloitte & Touche as well as CUMIS Insurance. Jonathan is currently a senior fellow for Cardus (formerly the Work Research Foundation).
Jonathan holds a Bachelor of Commerce and a Master of Business Administration degree from McMaster University, and Bachelor of Science degree from the University of Waterloo. He completed his formal education with a Master of Arts degree in Theology from Trinity Seminary (Chicago). He also holds the designation of Chartered Financial Analyst (CFA).
Investment Philosophy
Our goal is to create long-term wealth for unitholders. We try to achieve this goal by following a well-proven and disciplined investment philosophy: We aim to buy excellent businesses in strong, long-term growth industries and we hold these investments for the long run.
Using this “buy-and-hold” investment strategy, we strive to achieve the goals of:
- Capital preservation
- Capital growth at a superior rate of return
- Tax minimization
Awards
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1999 – Canada's Top 40 Under 40. Presented by CIBC; Petro-Canada; The Caldwell Partners International; The Globe and Mail, Report on Business magazine; CBC/Radio Canada; Canadian Airlines; and Birks.
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1997 – Fund Manager of the Year – Canadian Mutual Fund Awards Gala
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1995 – Fund Manager of the Year – Investment Executive magazine
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The AIC Logo and BUY. HOLD. AND PROSPER. are registered trademarks of AIC Global Holdings Inc. Used under license by AIC Limited.
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