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Profil
Ms. Lynn Eplett, CFA MBA, is Vice President at Lincluden Management Ltd. Prior to joining Lincluden Ms. Eplett served as an Assistant Vice President with a major counseling firm, having had responsibilities in the areas of U.S.
equity research, investment counseling to individual investors and institutional marketing and servicing, during a nine year tenure.
Ms. Eplett received her undergraduate degree from the University of Toronto and an MBA from York University.
Anciens postes connus de Lynn Eplett
| Sociétés | Poste | Fin |
|---|---|---|
Lincluden Management Ltd.
 Lincluden Management Ltd. Investment ManagersFinance LIM's investment approach is based on the principles of value investing. They screen a broad universe of stocks in a search for cases of undervaluation. The broader economic, capital market and sector factors at work receive less weight in the firm's analysis than company-specific information. However, security analysts in the firm conduct their company-specific work based on consistent expectations regarding the larger economic environment. Decisions are based on thorough assessments of corporations and their managements in order to find securities selling at substantial discounts compared to their fair value. Original, in-depth, internally generated research is a cornerstone of their investment process. This disciplined method minimizes the influence of human emotions in the valuation process. Their sell discipline reflects a stock price reaching its calculated fair value, deteriorating fundamentals or the identification of a more attractive opportunity in the confines of a target asset mix policy. Each portfolio manager is responsible for researching companies within his areas of responsibility, making buy/sell decisions and executing transactions within policy guidelines. Portfolio managers are assigned sector responsibilities on a global basis. The focus of investment activity is on Canadian and U.S. equity markets. However, non-North American investments may be made by exception. LIM's fixed-income process begins with an economic overview. The key investment decision is duration. The decision reflects their long-term view of inflationary trends relative to the current level of interest rates and the shape of the yield curve. They believe that 'real interest rates' should be calculated using long-term inflationary expectations rather than the current rate of inflation. Exposure to credit risk through corporate, provincial and municipal government issues is a reflection of risk-reward analysis and detailed credit analysis. While rating agency reports are reviewed, they are not relied on. Internal analysis by the fixed income team, with support from the equity team as required, is the basis of security selection. In searching for the best value opportunities, LIM considers domestic and foreign markets. They are a domestic fixed-income manager but there are times when the Canadian market, or sectors within this market, are relatively over-priced, leading to the establishment of positions in foreign markets. Foreign exchange risk may be accepted, although the preference is to eliminate this risk through hedging. | Sales & Marketing | 31/12/2011 |
Lincluden Investment Management Ltd.
 Lincluden Investment Management Ltd. Investment ManagersFinance Lincluden employs traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Their valuation and portfolio structuring process incorporates a top-down approach to determine asset mix, and a bottom-up process to individual security selection. | Sales & Marketing | - |
Formation de Lynn Eplett
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Lincluden Management Ltd.
Lincluden Management Ltd. Investment ManagersFinance LIM's investment approach is based on the principles of value investing. They screen a broad universe of stocks in a search for cases of undervaluation. The broader economic, capital market and sector factors at work receive less weight in the firm's analysis than company-specific information. However, security analysts in the firm conduct their company-specific work based on consistent expectations regarding the larger economic environment. Decisions are based on thorough assessments of corporations and their managements in order to find securities selling at substantial discounts compared to their fair value. Original, in-depth, internally generated research is a cornerstone of their investment process. This disciplined method minimizes the influence of human emotions in the valuation process. Their sell discipline reflects a stock price reaching its calculated fair value, deteriorating fundamentals or the identification of a more attractive opportunity in the confines of a target asset mix policy. Each portfolio manager is responsible for researching companies within his areas of responsibility, making buy/sell decisions and executing transactions within policy guidelines. Portfolio managers are assigned sector responsibilities on a global basis. The focus of investment activity is on Canadian and U.S. equity markets. However, non-North American investments may be made by exception. LIM's fixed-income process begins with an economic overview. The key investment decision is duration. The decision reflects their long-term view of inflationary trends relative to the current level of interest rates and the shape of the yield curve. They believe that 'real interest rates' should be calculated using long-term inflationary expectations rather than the current rate of inflation. Exposure to credit risk through corporate, provincial and municipal government issues is a reflection of risk-reward analysis and detailed credit analysis. While rating agency reports are reviewed, they are not relied on. Internal analysis by the fixed income team, with support from the equity team as required, is the basis of security selection. In searching for the best value opportunities, LIM considers domestic and foreign markets. They are a domestic fixed-income manager but there are times when the Canadian market, or sectors within this market, are relatively over-priced, leading to the establishment of positions in foreign markets. Foreign exchange risk may be accepted, although the preference is to eliminate this risk through hedging. | Finance |
York University
 York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lincluden Investment Management Ltd.
Lincluden Investment Management Ltd. Investment ManagersFinance Lincluden employs traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Their valuation and portfolio structuring process incorporates a top-down approach to determine asset mix, and a bottom-up process to individual security selection. | Finance |
