Michael is Co-Lead Portfolio Manager for IA Clarington Focused Canadian Equity Class, IA Clarington Growth & Income Fund, IA Clarington North American Opportunities Class, IA Clarington Canadian Conservative Equity Class, IA Clarington Canadian Conservative Equity Fund and IA Clarington Canadian Conservative Equity GIF. He joined iA Clarington in May 2016, bringing more than 18 years of experience in the financial industry. Prior to joining iA Clarington, Michael was a portfolio manager at Leon Frazer & Associates, a member of iA Financial Group. There Michael served since 2009 on the investment management team responsible for IA Clarington Canadian Conservative Equity Fund. He also had specific responsibility for large-cap pipelines, utilities, industrials, REITs and financials companies and managed a preferred equity and a REIT fund. He received an Honours Bachelor of Business Administration from Wilfrid Laurier University and is a CFA charterholder.
Michael’s goal is to generate superior risk-adjusted returns by investing in high-quality, growing companies at attractive valuations. He focuses on small- and mid-cap stocks with the potential to become the blue chips of tomorrow, and aims to identify businesses with the ability to thrive in a rapidly changing world.
Global equity opportunities for long-term investorsGlobal equity opportunities for long-term investors
Portfolio manager Lee Rosenbaum is looking for businesses with three main features: quality, intrinsic value growth and attractive valuations...Read summaryLire le sommaire
Opportunity and risk in the North American equity and high-yield marketsOpportunity and risk in the North American equity and high-yield markets
While a repeat of last year’s performance isn’t the most likely outcome, the North American equity and high-yield bond markets appear...Read summaryLire le sommaire