Profil
Ms. Jennifer L.
Witterick, CFA, is President & Portfolio Manager at Sky Investment Counsel, Inc. She founded Sky Investment Counsel in July 2004.
Ms. Witterick was previously employed as President by Toronto Society of Financial Analysts, Vice President by Foyston, Gordon & Payne, Inc., Vice President by Hamblin Watsa Investment Counsel Ltd., an Assistant Manager by Confederation Life Insurance Co., and Financial Analyst by IBM Canada Ltd.
Ms. Witterick received her undergraduate degree from the University of Western Ontario.
Anciens postes connus de Jenny Witterick
| Sociétés | Poste | Fin |
|---|---|---|
Sky Investment Counsel, Inc.
Sky Investment Counsel, Inc. Investment ManagersFinance Sky Investment Counsel employs a global value investment approach. The firm invests primarily in the stocks of companies in the finance, communications, consumer durables and energy minerals sectors. They invest across all market-caps. Sky Investment Counsel maintains a medium turnover rate. Sky Investment Counsel takes a long-term, fundamental approach to managing portfolios. Their investment approach focuses on quality and value. They look for opportunities to capitalize on the mispricing of assets in the equity market, purchasing companies in which there is a major discrepancy between the company's investment value and the valuation of its shares. Sky Investment Counsel's security selection process begins with a valuation screen and then applies rigorous fundamental research to confirm investment opportunities. The firm's valuation analysis involves assessing companies on a variety of criteria including those both absolute and relative in nature. They seek to invest in companies that are selling at a deep discount to what they are worth. Stocks are also examined relative to their historical valuation, their industry group and the market in general. The firm's fundamental research involves an assessment of a company's business model and the nature of the industry in which it operates. They also analyze the company's record of growth and profitability and its financial strength. Each potential company is assigned an investment grade rating from 1 to 5 that is based on six quantitative factors: business fundamentals, growth, profitability, balance sheet strength, quality of management and trading liquidity. Portfolios are constructed with a minimum of 75% of the assets invested in groups rated 1 to 3. The firm applies risk controls at the security level, industry level and country level to ensure that the portfolios are well-diversified. Portfolio construction also reflects a margin of safety analysis in which higher quality companies are weighted more heavily than those in lower grades. Portfolios typically contain 60 to 90 holdings. Sky Investment Counsel's sell decisions are based on several factors including (1) whether the stock has reached its full valuation (2) whether there has been a deterioration in the company's fundamentals or (3) whether more attractive investment opportunities have been identified due to stock price fluctuations, which reveal better quality at the same valuation or the same quality at a better valuation. | Directeur Général | 01/08/2014 |
Foyston, Gordon & Payne, Inc.
Foyston, Gordon & Payne, Inc. Investment ManagersFinance FGP seeks to achieve superior investment returns by taking a long-term, bottom-up, value-oriented approach to investments based on detailed fundamental research and analysis. The firm’s suite of pooled funds offers a broad range of investment options, ranging from short-term money market securities to developing markets equities. Their Global Smaller Companies Fund invests in companies with a market capitalization typically in the USD 1 billion to USD 10 billion range. | Gestionnaire de Portefeuille-Actions | 31/12/2003 |
CFA Society Toronto
CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services Operates as a not-for-profit organization affiliated with CFA institute | Corporate Officer/Principal | 31/12/1995 |
Hamblin Watsa Investment Counsel Ltd.
Hamblin Watsa Investment Counsel Ltd. Investment ManagersFinance HWIC invests primarily in common stocks (with equity hedging) and taxable bonds. | Gestionnaire de Portefeuille-Actions | 31/12/1992 |
Confederation Life Insurance Co.
Confederation Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Analyst-Equity | - |
Formation de Jenny Witterick
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Hamblin Watsa Investment Counsel Ltd.
Hamblin Watsa Investment Counsel Ltd. Investment ManagersFinance HWIC invests primarily in common stocks (with equity hedging) and taxable bonds. | Finance |
Foyston, Gordon & Payne, Inc.
Foyston, Gordon & Payne, Inc. Investment ManagersFinance FGP seeks to achieve superior investment returns by taking a long-term, bottom-up, value-oriented approach to investments based on detailed fundamental research and analysis. The firm’s suite of pooled funds offers a broad range of investment options, ranging from short-term money market securities to developing markets equities. Their Global Smaller Companies Fund invests in companies with a market capitalization typically in the USD 1 billion to USD 10 billion range. | Finance |
Confederation Life Insurance Co.
Confederation Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Finance |
IBM Canada Ltd.
IBM Canada Ltd. Information Technology ServicesTechnology Services Provides technology consulting, AI, automation and hybrid cloud solutions | Technology Services |
Sky Investment Counsel, Inc.
Sky Investment Counsel, Inc. Investment ManagersFinance Sky Investment Counsel employs a global value investment approach. The firm invests primarily in the stocks of companies in the finance, communications, consumer durables and energy minerals sectors. They invest across all market-caps. Sky Investment Counsel maintains a medium turnover rate. Sky Investment Counsel takes a long-term, fundamental approach to managing portfolios. Their investment approach focuses on quality and value. They look for opportunities to capitalize on the mispricing of assets in the equity market, purchasing companies in which there is a major discrepancy between the company's investment value and the valuation of its shares. Sky Investment Counsel's security selection process begins with a valuation screen and then applies rigorous fundamental research to confirm investment opportunities. The firm's valuation analysis involves assessing companies on a variety of criteria including those both absolute and relative in nature. They seek to invest in companies that are selling at a deep discount to what they are worth. Stocks are also examined relative to their historical valuation, their industry group and the market in general. The firm's fundamental research involves an assessment of a company's business model and the nature of the industry in which it operates. They also analyze the company's record of growth and profitability and its financial strength. Each potential company is assigned an investment grade rating from 1 to 5 that is based on six quantitative factors: business fundamentals, growth, profitability, balance sheet strength, quality of management and trading liquidity. Portfolios are constructed with a minimum of 75% of the assets invested in groups rated 1 to 3. The firm applies risk controls at the security level, industry level and country level to ensure that the portfolios are well-diversified. Portfolio construction also reflects a margin of safety analysis in which higher quality companies are weighted more heavily than those in lower grades. Portfolios typically contain 60 to 90 holdings. Sky Investment Counsel's sell decisions are based on several factors including (1) whether the stock has reached its full valuation (2) whether there has been a deterioration in the company's fundamentals or (3) whether more attractive investment opportunities have been identified due to stock price fluctuations, which reveal better quality at the same valuation or the same quality at a better valuation. | Finance |
University of Western Ontario
University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Society Toronto
CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services Operates as a not-for-profit organization affiliated with CFA institute | Commercial Services |
















