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

● 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.

Supported Senior Analyst covering Consumer Discretionary group.

Supported Junior Analyst covering Consumer Discretionary group.