Dan Bastasic

MBA, CFA
Senior Vice-President, Investments & Portfolio Manager
Industrial Alliance Investment Management Inc.

Dan Bastasic

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

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.

"My funds don’t reflect the index, and for good reason. To maximize returns, you have to minimize risk and try to preserve the client’s original investment. To do that, you can’t just follow the index."

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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