E.T. Jackson and Associates is an international management consulting firm providing strategic planning, organizational learning, and performance assessment services in sustainable development to grant-makers and investors in the public interest in developed and emerging economies. Among the company’s current priority areas are jobs and gender in the energy transition, impact incentives in climate finance, affordable housing, fair food production, and community-university partnerships. Its President, Dr. Ted Jackson, holds Responsible Investment Professional Certification.
Marketplace Access: Investment Consultant
Damian Maxwell
Chen Wang
Miko Kohmaria
Peter Kenny
Michael Suderman
Ryan Watson
Julia Jolly
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.
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