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Profil
Mr. Robert D.
Lyon, CFA, is a Senior Vice President of Portfolio Management & Head of Equities at CI Investments, Inc. He began his career in the investment industry in 1993.
He is responsible for Signature's resource-focused funds as well as the domestic and foreign natural resource equity holdings within other Signature funds.
He was a key member of the Signature team from 1999–2006, during which time he was portfolio manager of the Signature Global Resource and Signature Global Energy funds.
Prior to rejoining CI and Signature, Mr. Lyon was lead manager of the resource portfolios at another Canadian investment company.
He holds a Bachelor of Commerce from Carleton University and the Chartered Financial Analyst designation.
Anciens postes connus de Robert David Lyon
| Sociétés | Poste | Fin |
|---|---|---|
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Head-Equity Investments | 21/12/2021 |
AGF Investments, Inc.
 AGF Investments, Inc. Investment ManagersFinance AGFI offers a broad range of actively managed equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating globally focused solutions. The firm typically employs an active approach to make investments in growth-oriented value stocks. | Gestionnaire de Portefeuille-Actions | 30/09/2014 |
TD Banknorth Wealth Management Group
 TD Banknorth Wealth Management Group Investment ManagersFinance TD Banknorth Wealth Management Group's (TDB) investment process combines diligence and focus with continuous client communication. Their multi-disciplinary team approach constructs each portfolio individually. The firm focuses on increasing after-tax returns and is an advocate of long-term investing. TDB's large/mid-cap core strategy includes investing in stocks of companies utilizing a blended style of investing by using both a growth-based or value-based strategy. The firm selects economic sectors and industries with a potential for above average growth for a five-year or more period. They seek to identify companies that offer secular growth driven by factors such as technological changes and demographics and avoid industries subject to heavy governmental regulation or dependence on commodity pricing for growth. TDB employs fundamental research to identify companies with histories of sustained profitability and leadership within their respective industries. Their primary focus is on the core earnings power of the company and their ability to provide above-average growth in revenues, earnings and cash flows for a multi-year period. Typically, this investment strategy focuses on companies with moderate to high p/e ratios and dividend yields that are generally lower than the overall market. Though not limited by sector, TDB tends to invest in the stocks of US large-cap companies in the finance, energy minerals, producer manufacturing, consumer non-durables and health technology sectors. The firm maintains a low turnover rate. | Corporate Officer/Principal | - |
Markland AGF Precious Metals Corp.
 Markland AGF Precious Metals Corp. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 16/12/2013 |
I.A. Michael Investment Counsel Ltd.
 I.A. Michael Investment Counsel Ltd. Investment ManagersFinance IAMICL concentrates on securities which they deem to be relatively undervalued and do not necessarily invest in every industry nor in what may be currently in vogue. Instead, the firm invests in companies which they believe will offer significant growth, free cash flow and potential value catalysts. | Analyst-Equity | - |
Formation de Robert David Lyon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance TD Banknorth Wealth Management Group's (TDB) investment process combines diligence and focus with continuous client communication. Their multi-disciplinary team approach constructs each portfolio individually. The firm focuses on increasing after-tax returns and is an advocate of long-term investing. TDB's large/mid-cap core strategy includes investing in stocks of companies utilizing a blended style of investing by using both a growth-based or value-based strategy. The firm selects economic sectors and industries with a potential for above average growth for a five-year or more period. They seek to identify companies that offer secular growth driven by factors such as technological changes and demographics and avoid industries subject to heavy governmental regulation or dependence on commodity pricing for growth. TDB employs fundamental research to identify companies with histories of sustained profitability and leadership within their respective industries. Their primary focus is on the core earnings power of the company and their ability to provide above-average growth in revenues, earnings and cash flows for a multi-year period. Typically, this investment strategy focuses on companies with moderate to high p/e ratios and dividend yields that are generally lower than the overall market. Though not limited by sector, TDB tends to invest in the stocks of US large-cap companies in the finance, energy minerals, producer manufacturing, consumer non-durables and health technology sectors. The firm maintains a low turnover rate. | Finance |
Markland AGF Precious Metals Corp.
Markland AGF Precious Metals Corp. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
AGF Investments, Inc.
AGF Investments, Inc. Investment ManagersFinance AGFI offers a broad range of actively managed equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating globally focused solutions. The firm typically employs an active approach to make investments in growth-oriented value stocks. | Finance |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
I.A. Michael Investment Counsel Ltd.
I.A. Michael Investment Counsel Ltd. Investment ManagersFinance IAMICL concentrates on securities which they deem to be relatively undervalued and do not necessarily invest in every industry nor in what may be currently in vogue. Instead, the firm invests in companies which they believe will offer significant growth, free cash flow and potential value catalysts. | Finance |
Scotia Capital, Inc. (Broker)
 Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Carleton University
 Carleton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
