As an investor, I’ve always favored companies with superior corporate governance and sustainable financial performance. In 2013, I completed the Certified Sustainable Investment Professional program, broadening my view of sustainability and sharpening my appreciation of the potential risks and rewards of environmental, social, and governance factors.
As more individuals, corporations, and governments wake up to these realities, I believe the financial and reputational benefits of responsible corporate behavior will continue to grow, driving meaningful change while at the same time enhancing the superior returns available to responsible investors.
- Former lead manager of the award-winning Mackenzie Ivy Enterprise Fund (2000 to 2012), a concentrated portfolio of high-quality low-volatility smaller companies in the U.S., Canada and Europe, focused on offering conservative long-term investors a way to own small caps and still sleep at night.
- Track record of consistent superior risk-adjusted performance, founded on independent fundamental bottom-up research, financial analysis and commitment to preservation of capital.
- Risk-averse, patient investor. Independent thinker. Relentless researcher. Experienced writer and editor with a background in consumer education.