PEng, MESc, MBA, CFA
IA Clarington Investments Inc.
Terry joined the iA Clarington investment management team as a Portfolio Manager and Vice President, Investments, in 2014. Terry’s expertise is in North American equities, and he takes a disciplined and active approach, looking to invest in up and coming blue chip companies.
Before joining iA Clarington, Terry was a co-manager for a series of small- and mid-cap investment mandates and part of an award-winning income and growth team at a boutique Canadian investment firm. Prior to this, he worked in equity research on the sell side. Terry has over 10 years of investment experience and was selected as a TopGun Investment Mind by Brendan Wood International in 2012, 2014 and 2015/2016. He is a CFA charterholder with an MBA from the Schulich School of Business. He also holds a MESc from Western University and is a professional engineer.
IA Clarington Growth & Income Fund IA Clarington North American Opportunities Class IA Clarington Canadian Conservative Equity Class IA Clarington Canadian Conservative Equity Fund IA Clarington Canadian Conservative Equity GIF
In the news
"I look for investment opportunities in less efficient areas of the market and follow a disciplined approach that I believe has the potential to generate greater risk-adjusted returns for investors."
Terry applies a rigorous and repeatable process that is driven by fundamentals. The objective is to identify investment opportunities in less efficient spaces, most often in the small- and mid-capitalization markets in North America. By looking for underfollowed and undervalued companies with the greatest growth potential, he seeks to generate superior risk- adjusted returns. He takes a more conservative approach, by focusing on sustainable growth, capital efficiency and balance sheet strength, while avoiding concept securities in order to mitigate downside risks in an asset class that is often perceived as relatively more risky. In essence, Terry searches for quality mini "blue-chips" before they graduate to become larger-capitalization stocks and come to the attention of a wider audience. His goal is to assemble active and concentrated portfolios that could outperform in up markets without undue risk in down markets. For investors who want income, he combines higher-yielding equities and fixed-income securities, striving to provide fixed-income-like distributions without the associated interest-rate sensitivity.