Dan Bastasic, Senior Vice President, Investments, is the lead portfolio manager for the iA Clarington Strategic family of funds as well as the IA Clarington Tactical Income Fund. Dan joined iA Clarington in 2011. His expertise is in the equity and equity-income categories along with the high yield and investment grade corporate bond sectors.

Prior to joining iA Clarington, Dan was a lead portfolio manager on several fixed income, equity income and balanced mandates at a large Canadian investment firm. Previously, Dan was an analyst at a large Canadian utility company.

Dan has over 20 years of investment experience. He holds a Bachelor of Commerce degree (finance) and a Master of Business Administration (MBA) from the University Of Windsor, a Chartered Financial Analyst designation (CFA), and is a member of the Toronto CFA Society.

 

Read Dan's monthly commentaries.

Dan's philosophy

Dan aims to provide investors with stable income options. He uses a value-oriented, bottom-up approach for both equities and fixed-income and constantly monitors and fine-tunes his portfolios by maintaining a 12-month strategic outlook on the markets. He acts as both portfolio manager and analyst, and uses his analysis of equities and bonds to generate high-conviction ideas for his funds.

Key focus: 

  • Value-based investment bias.
  • Combine fundamentals valuation and quantitative analysis to identify opportunities.
  • Use macro analysis to identify systemic risks and opportunities.      
  • Focus on absolute returns.
  • Manage portfolio risk through diversification and currency management.

 

Dan's investment philosophy

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