Portfolio Manager
CurrentCo-Lead Portfolio Manager on international and global small-cap strategies and member of Laurus investment committee.
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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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Portfolio manager and fundamental researcher. Extensive experience in primary qualitative and quantitative research into idiosyncratic investment ideas and portfolio structure and risk management.
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Toronto
Co-Lead Portfolio Manager on international and global small-cap strategies and member of Laurus investment committee.
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.
Toronto, Ontario, Canada
Supported Senior Analyst covering Consumer Discretionary group.
Toronto, Ontario, Canada
Supported Junior Analyst covering Consumer Discretionary group.
Other employees you can reach at lauruscounsel.com. View company contacts for 6 employees →
Saleha (Leha) Haji, Cpa, Ca
Colleague at Laurus Investment CounselToronto, Ontario, Canada
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David Wu, Cfa
Colleague at Laurus Investment CounselToronto, Ontario, Canada
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AH
Allan Hutton, Cfa
Colleague at Laurus Investment CounselToronto, Ontario, Canada
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CP
Chris Page
Colleague at Laurus Investment CounselToronto, Ontario, Canada
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Activities and Societies: Rotman Asset Management Association, participated in Value Investing class trip to Omaha to meet Warren Buffett.
Activities and Societies: Member of the Financial Markets Group (FMG) and Economic History Society. Thesis topic, "Economic Prescription.
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Rob Mckee, Cfa works for Laurus Investment Counsel.
Rob Mckee, Cfa is listed as Portfolio Manager at Laurus Investment Counsel.
Rob Mckee, Cfa is based in Greater Toronto Area, Canada while working with Laurus Investment Counsel.
Rob Mckee, Cfa has worked for Laurus Investment Counsel, Mackenzie Investments, National Bank Financial, Bmo Financial Group, and Lloyd'S Syndicate 386.
Rob Mckee, Cfa's colleagues at Laurus Investment Counsel include Saleha (Leha) Haji, Cpa, Ca, David Wu, Cfa, Allan Hutton, Cfa, and Chris Page.
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.
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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