Rob Mckee, Cfa
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Rob Mckee, Cfa Email & Phone Number

Portfolio Manager at Laurus Investment Counsel
Location: Greater Toronto Area, Canada 5 work roles 3 schools
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Current company
Role
Portfolio Manager
Location
Greater Toronto Area, Canada
Company size

Who is Rob Mckee, Cfa? Overview

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Quick answer

Rob Mckee, Cfa is listed as Portfolio Manager at Laurus Investment Counsel, a with 6 employees, based in Greater Toronto Area, Canada. AeroLeads shows a matched LinkedIn profile for Rob Mckee, Cfa.

Rob Mckee, Cfa previously worked as Vice President, Portfolio Manager at Mackenzie Investments and Associate Analyst at National Bank Financial. Rob Mckee, Cfa holds Master Of Business Administration - Mba, Finance, General, Deans List Graduate from University Of Toronto - Rotman School Of Management.

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Email format at Laurus Investment Counsel

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Laurus Investment Counsel

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Profile bio

About Rob Mckee, Cfa

Portfolio manager and fundamental researcher. Extensive experience in primary qualitative and quantitative research into idiosyncratic investment ideas and portfolio structure and risk management.

Current workplace

Rob Mckee, Cfa's current company

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Laurus Investment Counsel
Laurus Investment Counsel
Portfolio Manager
toronto, ontario, canada
Employees
6
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5 roles

Rob Mckee, Cfa work experience

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Portfolio Manager

Current

Toronto

Co-Lead Portfolio Manager on international and global small-cap strategies and member of Laurus investment committee.

Jan 2023 - Present

Vice President, Portfolio Manager

Toronto, Ontario, Canada

● Lead portfolio manager of C$5bln US equity sleeve of global fund from 2013 - 2020. Outperformed SPX benchmark with correlation of 0.55 and 0.6 downside capture as a sector generalist. Managed C$350mln US concentrated fund (15 - 25 positions) with strong risk-adjusted returns (2017 - 2021).● Highly developed skills in fundamental due-diligence and company valuation with significant experience and interaction with company management and expert networks.● Consistently strong performance reviews.● Experience managing Investment Analyst and Associate Portfolio Manager resources.● Drove investment process refinements that were instrumental in investment boutique’s first large institutional mandate from a large European pension fund. Process changes adopted in retail strategies supporting a key Mackenzie initiative.● Anticipated value of increased company engagement and initiated formal Environmental, Social, and Governance activities with Fortune 500 companies including Johnson & Johnson, Henry Schein, WW Grainger, Procter & Gamble, Nike, and Omnicom that positioned the investment boutique strongly in a key Mackenzie initiative.● Designed and led project working with Mackenzie IS team building a workflow automation, knowledge management, and analytic platform. Proved to be highly insightful, productive, and scalable (SQL Server, Python, Tableau). Created value through more measurable, auditable and transparent exposure of investment process. Scrum / agile / continuous improvement methods extended into investment process utilizing Confluence and Jira tools.● Beta user of BQUANT data platform with working ability in Python / Jupyter notebook environment.● Initiated successful investment boutique offsites to build team cohesiveness and engage with internal and external stakeholders. Evolved into annual events including a conversation on investing and team culture with Brookfield CEO Bruce Flatt, Power Group CEO Jeffrey Orr, and IGM CEO Jeff Carney.

Mar 2011 - Feb 2021

Associate Analyst

Toronto, Ontario, Canada

Supported Senior Analyst covering Consumer Discretionary group.

Jan 2008 - Mar 2011

Associate Analyst

Toronto, Ontario, Canada

Supported Junior Analyst covering Consumer Discretionary group.

Jun 2007 - Jan 2008
Team & coworkers

Colleagues at Laurus Investment Counsel

Other employees you can reach at lauruscounsel.com. View company contacts for 6 employees →

3 education records

Rob Mckee, Cfa education

Master Of Business Administration - Mba, Finance, General, Deans List Graduate

Activities and Societies: Rotman Asset Management Association, participated in Value Investing class trip to Omaha to meet Warren Buffett.

FAQ

Frequently asked questions about Rob Mckee, Cfa

Quick answers generated from the profile data available on this page.

What company does Rob Mckee, Cfa work for?

Rob Mckee, Cfa works for Laurus Investment Counsel.

What is Rob Mckee, Cfa's role at Laurus Investment Counsel?

Rob Mckee, Cfa is listed as Portfolio Manager at Laurus Investment Counsel.

Where is Rob Mckee, Cfa based?

Rob Mckee, Cfa is based in Greater Toronto Area, Canada while working with Laurus Investment Counsel.

What companies has Rob Mckee, Cfa worked for?

Rob Mckee, Cfa has worked for Laurus Investment Counsel, Mackenzie Investments, National Bank Financial, Bmo Financial Group, and Lloyd'S Syndicate 386.

Who are Rob Mckee, Cfa's colleagues at Laurus Investment Counsel?

Rob Mckee, Cfa's colleagues at Laurus Investment Counsel include Saleha (Leha) Haji, Cpa, Ca, David Wu, Cfa, Allan Hutton, Cfa, and Chris Page.

How can I contact Rob Mckee, Cfa?

You can use AeroLeads to view verified contact signals for Rob Mckee, Cfa at Laurus Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did Rob Mckee, Cfa attend?

Rob Mckee, Cfa holds Master Of Business Administration - Mba, Finance, General, Deans List Graduate from University Of Toronto - Rotman School Of Management.

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