Dan Bastasic joined iA Clarington in 2011 and is the lead portfolio manager for the IA Clarington Focused Balanced Fund, IA Clarington Focused Balanced Class, IA Clarington Strategic Funds, and IA Clarington Tactical Income Class. He specializes in equity income, high-yield corporate bonds and investment grade corporate bonds.

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

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

 

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.

 

Key features of Dan’s approach:

  • Focus on absolute returns
  • High-conviction, value-based security selection
  • Fundamental-driven valuation and quantitative analysis
  • Macro analysis of systemic risks and opportunities
  • Risk management through diversification and currency management

 

Dan's investment philosophy

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