![Kelly Patrick](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kelly Patrick
Head-Equity Investments presso
1832 Asset Management LP
Profilo
Kelly L.
Patrick is Co-Head of Equities & Portfolio Manager at 1832 Asset Management LP since 2025.
Former roles include Principal at CIBC World Markets, Inc., Principal at Palos Capital Corp., and Co-Head of Equities & Portfolio Manager at Jarislowsky, Fraser Ltd. from 2020 to 2025.
Education includes an MBA from Concordia University and an undergraduate degree from the University of Alberta.
Posizioni attive di Kelly Patrick
| 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. | Head-Equity Investments | 01/11/2025 |
Precedenti posizioni note di Kelly Patrick
| Società | Posizione | Fine |
|---|---|---|
Jarislowsky, Fraser Ltd.
 Jarislowsky, Fraser Ltd. Investment ManagersFinance JFL creates diversified balanced portfolios consisting of fixed income assets as well as North American and international equities. It aims to add value through longer-term asset mix positioning rather than short-term trading. For many of their portfolios, they strive to keep portfolio volatility or risk to a minimum by implementing gradual asset mix changes and often employ a “buy and hold” strategy. The firm’s style has historically emphasized buying long-term growth at a price they have deemed reasonable. JFL integrates Environmental, Social, and Governance (ESG) considerations in their assessment of quality across many of their strategies. | Head-Equity Investments | 01/11/2025 |
Palos Capital Corp.
 Palos Capital Corp. Finance/Rental/LeasingFinance Provides loans to individuals | Corporate Officer/Principal | - |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formazione di Kelly Patrick
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
58
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Jarislowsky, Fraser Ltd.
Jarislowsky, Fraser Ltd. Investment ManagersFinance JFL creates diversified balanced portfolios consisting of fixed income assets as well as North American and international equities. It aims to add value through longer-term asset mix positioning rather than short-term trading. For many of their portfolios, they strive to keep portfolio volatility or risk to a minimum by implementing gradual asset mix changes and often employ a “buy and hold” strategy. The firm’s style has historically emphasized buying long-term growth at a price they have deemed reasonable. JFL integrates Environmental, Social, and Governance (ESG) considerations in their assessment of quality across many of their strategies. | 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 |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Concordia University
 Concordia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Alberta
 University of Alberta Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Palos Capital Corp.
Palos Capital Corp. Finance/Rental/LeasingFinance Provides loans to individuals | Finance |
