Profilo
Mr. Stephan M.
Smith, CFA MBA, is a Portfolio Manager at 1832 Asset Management LP.
He is a key member of the Power investment team, with a particular focus on small- and mid-cap companies and special situation investments.
He joined Dynamic in 2012 as an investment analyst, and in 2016, he was promoted to portfolio manager.
Mr. Smith worked with Manitou Investment Management, a private wealth management firm located in Toronto, where he was the lead analyst on the firm’s Canadian Equity fund.
His professional experience also includes five years of mergers & acquisitions and securities underwriting investment banking experience with CIBC World Markets and JP Morgan in New York and Toronto, respectively.
He received his MBA from London Business School (London, UK) in 2009 where he graduated with Distinction, as well as his Bachelor of Commerce degree from Queen’s University (Kingston, Ontario) in 2002 where he graduated with First Class Honours.
He also holds the CFA designation.
Precedenti posizioni note di Stephan Matthew Smith
| Società | Posizione | Fine |
|---|---|---|
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. | Analyst-Equity | 01/01/2016 |
GCIC Ltd.
GCIC Ltd. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/11/2013 |
Manitou Investment Management Ltd.
Manitou Investment Management Ltd. Investment ManagersFinance Manitou aims to preserve and grow their clients’ capital responsibly by focusing their investment approach on three key elements: Quality, Margin of Safety and Intelligent Diversification. The firm seeks to invest in a limited number of investments (principally shares of public companies and government and corporate bonds) that they know well and believe possess long-term prospects. Manitou generally invests both Client and Canadian Client assets in publicly traded equity securities primarily in the US, Canada, and other developed markets. | Analyst-Equity | 31/12/2011 |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a management consulting firm | Corporate Officer/Principal | - |
Cevian Capital II GP Ltd.
Cevian Capital II GP Ltd. Investment ManagersFinance Provides financial investment advisory services | Corporate Officer/Principal | - |
Formazione di Stephan Matthew Smith
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 | 10 |
|---|---|
Cantillon Capital Management LLC
Cantillon Capital Management LLC Investment ManagersFinance Cantillon seeks long-term capital appreciation by investing in a globally diversified portfolio of equities and equity-related securities, which includes securities of emerging markets issues which are listed or traded on recognized exchanges. The firm believes that there is a direct relationship between a company's long-term sustainable financial productivity (SFP) and its intrinsic value. | Finance |
Cevian Capital II GP Ltd.
Cevian Capital II GP Ltd. Investment ManagersFinance Provides financial investment advisory services | Finance |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a management consulting firm | Commercial Services |
GCIC Ltd.
GCIC Ltd. Investment ManagersFinance Provides investment advice | 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 |
Manitou Investment Management Ltd.
Manitou Investment Management Ltd. Investment ManagersFinance Manitou aims to preserve and grow their clients’ capital responsibly by focusing their investment approach on three key elements: Quality, Margin of Safety and Intelligent Diversification. The firm seeks to invest in a limited number of investments (principally shares of public companies and government and corporate bonds) that they know well and believe possess long-term prospects. Manitou generally invests both Client and Canadian Client assets in publicly traded equity securities primarily in the US, Canada, and other developed markets. | Finance |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Queen's University
Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
London Business School
London Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JPMorgan Securities Canada, Inc.
JPMorgan Securities Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
















