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FIND ANOTHER FUND MANAGER OR SUB-ADVISOR
Portfolio Managers
Sub-Advisors
Research Analysts
Chairman's Message
Market Talk
Trade Matching Statement
Michael Lee-Chin
Jonathan Wellum
James Cole
Robert Almeida
Chris Lowe
Randy LeClair
Greg Placidi
Pat Naccarato
James Dancy
Van-Khanh Nguyen
Robert AlmeidaB.Comm., CA
Senior Vice President and Portfolio Manager |
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Robert Almeida brings a strong business management perspective to the Portfolio Management Team.
He was a former executive at Loblaw and CIBC. He worked in various strategic and operating capacities at Loblaw Companies Limited, most recently as Vice President, Development and Reengineering. He also worked for CIBC as Senior Vice President, where he was the first President of President’s Choice Financial; Chief Officer, Strategy, Product and Marketing, Amicus Holdings USA; and the founding Chairman of Amicus Bank Canada.
In addition to his CA designation, he also earned a Bachelor of Commerce degree with High Distinction from the University of Toronto.
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
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