Profilo
Mr. William D.
McLeod, CFA MBA, is a Vice President & Portfolio Manager at 1832 Asset Management LP.
He joined the firm in 2017 as a Canadian equity portfolio manager and member of the Equity Income team.
Mr. McLeod brings over 19 years of investment industry experience to the Equity Income team with a focus on Canadian equity portfolio management.
Prior to joining the firm, Mr. McLeod spent 12 years with HSBC Global Asset Management (Canada) in progressively senior roles.
Most recently, he was Head of Canadian Equities where he was directly responsible for all discretionary decision-making at the portfolio level on multiple domestic equity mandates, which included income-oriented portfolios totaling approximately $3 billion in assets.
In addition, he led the team's research efforts implementing the fundamentally focused and analytically driven investment process.
Through successive roles within the firm as both an analyst and portfolio manager, he had sector research coverage responsibilities centered on securities within the financials (banks, insurance, and asset managers), industrials, and select consumer and technology areas.
Mr. McLeod began his investment career at Canaccord Genuity as a Research Associate.
Mr. McLeod holds a Bachelor of Arts from Western University, a Master of Business Administration from the Rotman School of Management at the University of Toronto, and is a CFA charter holder.
Posizioni attive di Bill McLeod
| Società | Posizione | Inizio |
|---|---|---|
1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 AM employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. The firm invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach to add positive incremental gains over time. | Gestore di Portafoglio-Azioni | 19/09/2017 |
Precedenti posizioni note di Bill McLeod
| Società | Posizione | Fine |
|---|---|---|
RBC Indigo Asset Management Inc.
RBC Indigo Asset Management Inc. Investment ManagersFinance RBC Indigo employs a team approach to fund management and utilizes a blended top-down, bottom-up approach to sector weighting and individual security selection. Their investment style emphasizes broad economic factors and individual security selection. The firm evaluates the outlook for the major equity and bond markets, along with economic activity and currencies. This economic overview provides the basis for the firm's investment policies and decisions. | Head-Equity Investments | - |
Formazione di Bill McLeod
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Rotman School of Management
Rotman School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RBC Indigo Asset Management Inc.
RBC Indigo Asset Management Inc. Investment ManagersFinance RBC Indigo employs a team approach to fund management and utilizes a blended top-down, bottom-up approach to sector weighting and individual security selection. Their investment style emphasizes broad economic factors and individual security selection. The firm evaluates the outlook for the major equity and bond markets, along with economic activity and currencies. This economic overview provides the basis for the firm's investment policies and decisions. | Finance |
1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 AM employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. The firm invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach to add positive incremental gains over time. | Finance |
















