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Richard Jonathan Fortin
Gestionnaire de Portefeuille-Actions chez
QV Investors, Inc.
Profil
Mr. Richard J.
Fortin, CFA, is a Portfolio Manager of US & Global Equities at QV Investors, Inc.
Before joining QV in 2019, Mr. Fortin was an Analyst and Portfolio Manager at a Calgary-based investment management firm for over 10 years.
He also worked in the United States as a Portfolio Manager for 4 years, covering both US and Canadian equities.
He is a graduate of the University of Ottawa (Hon.
B. Comm., 1995) and holds the Chartered Financial Analyst designation.
Postes actifs de Richard Jonathan Fortin
| Sociétés | Poste | Début |
|---|---|---|
QV Investors, Inc.
 QV Investors, Inc. Investment ManagersFinance QV follows a consistent quality and value-based investment philosophy to achieve long-term growth while minimizing the risk of loss. Capital preservation is a core consideration in every investment decision. Their process is driven by bottom-up fundamentals. | Gestionnaire de Portefeuille-Actions | 01/06/2019 |
Anciens postes connus de Richard Jonathan Fortin
| Sociétés | Poste | Fin |
|---|---|---|
Franklin Bissett Investment Management
 Franklin Bissett Investment Management Investment ManagersFinance FBIM employs a GARP investment approach across Canadian and Global sectors. They invest in the public equity and fixed income markets across the globe. The firm uses bottom-up research to identify stocks with modest price-to-earnings ratios and companies with a history of sustainable, replicable growth. FBIM seeks to maintain a balance between equities and income securities, and domestic and foreign investments, based on current market conditions. Portfolio decisions for each Franklin Bissett income fund are based on a combination of macro-level and security-level research and analysis. | Analyst-Equity | 01/01/2019 |
Stonebridge Advisors LLC
 Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis. | Gestionnaire de Portefeuille-Actions | - |
Formation de Richard Jonathan Fortin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
61
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis. | Finance |
Franklin Bissett Investment Management
Franklin Bissett Investment Management Investment ManagersFinance FBIM employs a GARP investment approach across Canadian and Global sectors. They invest in the public equity and fixed income markets across the globe. The firm uses bottom-up research to identify stocks with modest price-to-earnings ratios and companies with a history of sustainable, replicable growth. FBIM seeks to maintain a balance between equities and income securities, and domestic and foreign investments, based on current market conditions. Portfolio decisions for each Franklin Bissett income fund are based on a combination of macro-level and security-level research and analysis. | Finance |
QV Investors, Inc.
QV Investors, Inc. Investment ManagersFinance QV follows a consistent quality and value-based investment philosophy to achieve long-term growth while minimizing the risk of loss. Capital preservation is a core consideration in every investment decision. Their process is driven by bottom-up fundamentals. | Finance |
University of Ottawa
 University of Ottawa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
