• Generalist coverage of North American equities• Fundamental bottom-up investment process, long-short strategy

• 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 (trade actions, position size) and market opinions• 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 company management and industry experts• 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 developments• Mentored and supervised 2 summer interns seeing project completion from research, financial modeling, and presentation to the investment team

• 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, earnings & KPI review, return on capital analysis) • Performed presentations and other business development tasks to both institutional clients and financial advisors

• US Small and SMID equities: Quality value investment process• Generalist coverage and accumulated expertise in industrials, coatings, asset managers, sports apparel

• Global equities: Quality-first investment process• Key projects: Energy producers, energy services, industrial gas, coatings