Archives: Company Profiles

Holds company profiles and specific data

Ryan Fitzpatrick

Founded in 1989, Orbis is a specialized global investment firm with C$46 billion in assets under management as at 30 Sep 2023. Our core skill is bottom-up stock selection using a fundamental, long-term and contrarian investment philosophy, and our primary offering includes four long-only equity strategies: Global (MSCI ACWI), International (MSCI ACWI ex-USA), Emerging Markets and Japan.

Our firm is structured to reinforce our investment philosophy and align our interests with those of our clients. The controlling interest in Orbis is held by a philanthropic foundation established by our founder, which will allow the firm to remain privately owned in perpetuity. We view private ownership as critical to enable contrarian thinking and to ensure we have the freedom to act entirely in the long-term interests of our clients. Orbis’ management and owners also invest in the same pools and pay the same fees as our clients. This alignment of interests is reinforced by our unique refundable performance fees through which we refund fees to investors during periods of underperformance.

To find out more, please visit our website at www.orbis.com.

CAAT Pension Plan

The CAAT Pension Plan is a defined benefit pension plan with cost sharing. Decisions about benefits, contributions, and risk are shared equally by members and employers through their representatives on the Plan’s two governing bodies. The Colleges of Applied Arts and Technology (CAAT) Pension Plan was originally created to support the Ontario college system. Now, it serves a wide range of industries including for-profit, non-profit, and the broader public sectors.

University of Windsor

With a rich history dating back to 1857, the University of Windsor is a comprehensive, student-focused institution with more than 17,000 students enrolled in a broad range of undergraduate and graduate programs in the faculties of Arts, Humanities and Social Sciences, Education, Engineering, Graduate Studies, Human Kinetics, Law, Nursing, Odette School of Business and Science. UWindsor’s mission is to empower positive change through regionally and globally engaged inquiry, learning, scholarship, creative activity and advance bold and impactful research.

Dagmar Pagel

Investment Director – experienced investment professional, previous responsibilities included all aspects of product management (mutual funds) from ideation to asset re-purposing and consolidation, strategic analysis, developing narratives to promote and explain products, training and mentoring.

Completed CFA ESG program and all sections of the TCFD. CFA Charterholder since 2002