Portfolio Manager
Current
Rogan Investment Management
Aug 2019 - Present
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Robert Farquharson Email & Phone Number
Portfolio Manager
at
Rogan Investment Management
LinkedIn matched
✓ Verified August 2026
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Profile completeness 100%
Current company
Rogan Investment Management
Role
Portfolio Manager
Location
Oakville, Ontario, Canada
Who is Robert Farquharson? Overview
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Quick answer
Robert Farquharson is listed as Portfolio Manager at Rogan Investment Management, based in Oakville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Robert Farquharson.
Robert Farquharson previously worked as President at Panoply Capital Asset Management and Director, Global Active Equities at Ontario Teachers' Pension Plan. Robert Farquharson holds Mba, Finance, General from Queen'S University.
Profile bio
About Robert Farquharson
Portfolio management professional with over 22 years experience. Investment philosophy focuses on real after-tax growth in income from portfolios, especially from dividends. An excellent communicator and committed to individually tailored investment strategies and reporting.
Listed skills include Equities and Investment Management.
Current workplace
Robert Farquharson's current company
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Rogan Investment Management
4 roles · 39 years
Robert Farquharson work experience
A career timeline built from the work history available for this profile.
President
Panoply Capital Asset Management
Manage about $17 million for individuals and families, with a focus on growth in after-tax, after-inflation income growth. Developed a unique quarterly reporting system to accessibly inform clients on the performance of their portfolios and predicted trends in the markets.
Sep 2007 - Aug 2019
Director, Global Active Equities
Converted all-Canadian, long-only main portfolio to a market-neutral global portfolio. This involved new research into and coverage of 120 large global companies, developing new models and reporting methods, and creating a new process for portfolio rebalancing, including multi-factor optimization. Managed $2.6 Bn in this portfolio and an additional $2.1 Bn in a concentrated portfolio, with value-added alpha of $27 mm per annum in the former and $120 mm per annum in the concentrated portfolio.
Mar 2001 - May 2007
Manager
Financial Models Company
1988 - 1995
~7 yrs
3 education records
Robert Farquharson education
Mba, Finance, General
Ba, English Literature (British And Commonwealth)
Education record
Ucc
FAQ
Frequently asked questions about Robert Farquharson
Quick answers generated from the profile data available on this page.
What company does Robert Farquharson work for?
Robert Farquharson works for Rogan Investment Management.
What is Robert Farquharson's role at Rogan Investment Management?
Robert Farquharson is listed as Portfolio Manager at Rogan Investment Management.
Where is Robert Farquharson based?
Robert Farquharson is based in Oakville, Ontario, Canada while working with Rogan Investment Management.
What companies has Robert Farquharson worked for?
Robert Farquharson has worked for Rogan Investment Management, Panoply Capital Asset Management, Ontario Teachers' Pension Plan, and Financial Models Company.
How can I contact Robert Farquharson?
You can use AeroLeads to view verified contact signals for Robert Farquharson at Rogan Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Robert Farquharson attend?
Robert Farquharson holds Mba, Finance, General from Queen'S University.
What skills is Robert Farquharson known for?
Robert Farquharson is listed with skills including Equities and Investment Management.
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