Profil
Mr. Mark T.
Fitzgerald, CFA, is a Vice President of Investments at Hybridge Investment Management, Inc.
Mr. Fitzgerald began his investment career in 1976 as a portfolio manager with Royal Trust.
He assumed progressively senior positions within their Private Client division.
In 1989, he relocated to Vancouver as Director, Western Canada, Private Client Services for Royal Trust.
In 1995, Mr. Fitzgerald joined the Bank of Montreal as Senior Investment Manager and was accountable for establishing and growing the discretionary investment management business in British Columbia.
Prior to joining Hybridge he was Regional Manager, Private Client Group, Western Canada for HSBC Asset Management.
Mr. Fitzgerald holds a B.A. (Hons) in Business Studies and is a CFA charter holder.
Postes actifs de Mark Thomas Fitzgerald
| Sociétés | Poste | Début |
|---|---|---|
Hybridge Investment Management, Inc.
Hybridge Investment Management, Inc. Investment ManagersFinance Hybridge is a conservative manager that provides a highly personalized approach, combining high quality stocks and bonds in a mix that matches an investor’s long-term objectives and risk preferences. The firm emphasizes investment in large capitalization, profitable companies rather than more speculative investments while their long-term focus with low trading activity recognizes the reality of sound investing-find good, profitable companies and stay with them. | Gestionnaire de Portefeuille-Actions | 01/03/2002 |
Anciens postes connus de Mark Thomas Fitzgerald
| Sociétés | Poste | Fin |
|---|---|---|
Royal Trust Corporation of Canada
Royal Trust Corporation of Canada Investment ManagersFinance Royal Trust tends to focus on investments in the stocks of undervalued, large-cap US and Canadian companies in the finance, energy minerals, non-energy minerals, industrial services and transportation sectors. | Gestionnaire de Portefeuille-Actions | 31/12/1994 |
HSBC Capital (Canada), Inc.
HSBC Capital (Canada), Inc. Investment ManagersFinance HSBC Capital (Canada) provides equity capital, mezzanine debt and bridge debt to the middle market. They participate in MBOs, acquisitions, going private transactions, LBOs, corporate growth financings, financial restructurings and project/property financings. The firm looks for established companies with a history of revenue and cash flow. HSBC typically invests in traditional businesses in the services, manufacturing and distribution sectors, but they may consider opportunities in other industries. The firm also looks for companies with demonstrated competitive advantages, diversified customer bases and significant barriers to entry. HSBC generally invests in private companies but they may consider investments in publicly-traded companies which the firm feels are undervalued in the public markets. They target control investments in buyouts or acquisitions with an enterprise value of $10 million to $150 million. They may selectively pursue non-controlling equity investments where their investments range from $5 million to $20 million. HSBC's typical investment horizon is 3 to 7 years. Exits may take the form of a strategic sale or merger of the business, refinancing or a public offering or a repurchase of the Fund's position by the investee company. | Corporate Officer/Principal | - |
| BANK OF MONTREAL | Corporate Officer/Principal | - |
Formation de Mark Thomas Fitzgerald
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 | 5 |
|---|---|
Bank of Montreal
Bank of Montreal Major BanksFinance Provides national banking services | Finance |
Royal Trust Corporation of Canada
Royal Trust Corporation of Canada Investment ManagersFinance Royal Trust tends to focus on investments in the stocks of undervalued, large-cap US and Canadian companies in the finance, energy minerals, non-energy minerals, industrial services and transportation sectors. | Finance |
HSBC Capital (Canada), Inc.
HSBC Capital (Canada), Inc. Investment ManagersFinance HSBC Capital (Canada) provides equity capital, mezzanine debt and bridge debt to the middle market. They participate in MBOs, acquisitions, going private transactions, LBOs, corporate growth financings, financial restructurings and project/property financings. The firm looks for established companies with a history of revenue and cash flow. HSBC typically invests in traditional businesses in the services, manufacturing and distribution sectors, but they may consider opportunities in other industries. The firm also looks for companies with demonstrated competitive advantages, diversified customer bases and significant barriers to entry. HSBC generally invests in private companies but they may consider investments in publicly-traded companies which the firm feels are undervalued in the public markets. They target control investments in buyouts or acquisitions with an enterprise value of $10 million to $150 million. They may selectively pursue non-controlling equity investments where their investments range from $5 million to $20 million. HSBC's typical investment horizon is 3 to 7 years. Exits may take the form of a strategic sale or merger of the business, refinancing or a public offering or a repurchase of the Fund's position by the investee company. | Finance |
Leeds Beckett University
Leeds Beckett University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hybridge Investment Management, Inc.
Hybridge Investment Management, Inc. Investment ManagersFinance Hybridge is a conservative manager that provides a highly personalized approach, combining high quality stocks and bonds in a mix that matches an investor’s long-term objectives and risk preferences. The firm emphasizes investment in large capitalization, profitable companies rather than more speculative investments while their long-term focus with low trading activity recognizes the reality of sound investing-find good, profitable companies and stay with them. | Finance |
















