Jonathan L-Ruel, Cfa, Caia Email & Phone Number
Who is Jonathan L-Ruel, Cfa, Caia? Overview
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Jonathan L-Ruel, Cfa, Caia is listed as Investor and Equity Research Analyst at Timelo Investment Management Inc., a company with 5 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Jonathan L-Ruel, Cfa, Caia.
Jonathan L-Ruel, Cfa, Caia previously worked as Equity Research Analyst at Timelo Investment Management Inc. and Senior Equity Research Analyst at Scotiabank / 1832 Asset Management Lp / Dynamic Funds. Jonathan L-Ruel, Cfa, Caia holds Bcomm, Major: Accounting, Minor: Finance from Concordia University.
Email format at Timelo Investment Management Inc.
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About Jonathan L-Ruel, Cfa, Caia
Experienced public equities investor with over a decade of experience in fundamental equity research, investment management, and capital markets as well as to generate returns by following a quality-value investment process.Strong experience in researching and engaging with companies on strategy, corporate finance, and capital allocation topics (including M&A) and have a strong understanding of the drivers of shareholder value creation (ROIC framework).Ultimately, my goal is to build portfolios composed of investment ideas with asymmetric risk-return opportunities most often uncovered by identifying situations of short-term market myopia and/or underappreciated durable growth.twitter: https://twitter.com/jonathanlruelPrinciples:• Operate first and foremost with a capital protection mindset• Be disciplined and do your own work• Generate above average returns through differentiated views and/or free options• Pursue growth and learning
Jonathan L-Ruel, Cfa, Caia's current company
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Jonathan L-Ruel, Cfa, Caia work experience
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Equity Research Analyst
Current- Generalist coverage of North American equities
- Fundamental bottom-up investment process, long-short strategy
Senior Equity Research Analyst
- Equity income team: GARP fundamental bottom-up investment process
- Global consumer specialist (staples/discretionary). Responsible for proactively communicating and providing value-add insights to the portfolio managers' consumer sectors exposure with portfolio change recommendations.
- Made actionable investment recommendations, presentations, and business valuation assessments on new and current portfolio holdings supported by fundamental bottom-up analysis, financial models, and due diligence with.
- Interacted and built relationships with sell-side analysts, industry experts, company senior management, and investor relations teams to remain current on economic, market, company-specific, and investor expectation.
- Mentored and supervised 2 summer interns seeing project completion from research, financial modeling, and presentation to the investment team
Equity Research Analyst
- Global and Canadian equities: High conviction, concentrated (20-25 positions), fundamental bottom-up research process
- Generalist coverage with accumulated expertise in consumer discretionary, staples, industrials, and software
- Prepared investment recommendations supported by qualitative analysis (industry structure, competitive advantage, management track record, governance) and detailed financial analysis (financial models, forecasts.
- Performed presentations and other business development tasks to both institutional clients and financial advisors
Equity Research Analyst
- US Small and SMID equities: Quality value investment process
- Generalist coverage and accumulated expertise in industrials, coatings, asset managers, sports apparel
Equity Research Analyst
- Global equities: Quality-first investment process
- Key projects: Energy producers, energy services, industrial gas, coatings
Jonathan L-Ruel, Cfa, Caia education
Bcomm, Major: Accounting, Minor: Finance
Successful Negotiation Certificate (Online)
Frequently asked questions about Jonathan L-Ruel, Cfa, Caia
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What company does Jonathan L-Ruel, Cfa, Caia work for?
Jonathan L-Ruel, Cfa, Caia works for Timelo Investment Management Inc..
What is Jonathan L-Ruel, Cfa, Caia's role at Timelo Investment Management Inc.?
Jonathan L-Ruel, Cfa, Caia is listed as Investor and Equity Research Analyst at Timelo Investment Management Inc..
Where is Jonathan L-Ruel, Cfa, Caia based?
Jonathan L-Ruel, Cfa, Caia is based in Toronto, Ontario, Canada while working with Timelo Investment Management Inc..
What companies has Jonathan L-Ruel, Cfa, Caia worked for?
Jonathan L-Ruel, Cfa, Caia has worked for Timelo Investment Management Inc., Scotiabank / 1832 Asset Management Lp / Dynamic Funds, Galibier Capital Management Ltd., Burgundy Asset Management Ltd., and Fiera Capital.
Who are Jonathan L-Ruel, Cfa, Caia's colleagues at Timelo Investment Management Inc.?
Jonathan L-Ruel, Cfa, Caia's colleagues at Timelo Investment Management Inc. include Edelcio P.
How can I contact Jonathan L-Ruel, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Jonathan L-Ruel, Cfa, Caia at Timelo Investment Management Inc., including work email, phone, and LinkedIn data when available.
What schools did Jonathan L-Ruel, Cfa, Caia attend?
Jonathan L-Ruel, Cfa, Caia holds Bcomm, Major: Accounting, Minor: Finance from Concordia University.
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