![Roger Mortimer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Roger Mortimer
Directeur/Membre du Conseil chez
CVW SUSTAINABLE ROYALTIES INC.
Fortune : 227 502 $ au 31/07/2026
Profil
Roger James Mortimer was the founder of Parador Asset Management LLC, founded in 2009, where the title held was Chief Investment Officer.
The current job is Director at CVW Sustainable Royalties Inc., starting in 2025.
Former jobs include Independent Director at South Star Battery Metals Corp.
from 2023 to 2025; Global Partner at Amvescap Plc (Georgia); Vice President at Capital Guardian Trust Co. from 2005 to 2009; Portfolio Manager at Capital International, Inc. in 2005; Senior Vice President at Invesco Advisers, Inc. from 2001 to 2005; Portfolio Manager at Krane Funds Advisors LLC from 2022 to 2023; and Senior Portfolio Manager & Senior Vice President at CI Investments, Inc. from 2013 to 2019.
Education includes an undergraduate degree conferred in 1982 and an MBA conferred in 1986, both from the University of Western Ontario.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 02/03/2026 | 314 000 ( 0,11 % ) | 173 014 $ | 31/07/2026 | |
| 11/02/2025 | 419 135 ( 0,3 % ) | 54 488 $ | 31/07/2026 |
Postes actifs de Roger Mortimer
| Sociétés | Poste | Début |
|---|---|---|
| CVW SUSTAINABLE ROYALTIES INC. | Directeur/Membre du Conseil | 05/09/2025 |
Anciens postes connus de Roger Mortimer
| Sociétés | Poste | Fin |
|---|---|---|
| SOUTH STAR BATTERY METALS CORP. | Directeur/Membre du Conseil | 20/08/2025 |
Krane Funds Advisors LLC
 Krane Funds Advisors LLC Investment ManagersFinance Krane seeks to deliver innovative first-to-market strategies developed based on their strong partnerships and deep investing knowledge. The firm manages strategies across multiple asset classes and listing exchanges. Their products cover China onshore equities listed on the Shanghai and Shenzhen stock exchanges as well as offshore equities listed on the Hong Kong, equities listed on the New York, and NASDAQ stock exchanges, among others. In addition, Krane manages solutions with China specific and global exposures in other asset classes, including fixed income, carbon allowance markets, and metal futures. These strategies can be used to increase diversification and potentially enhance performance as a part of a balanced diversified investment portfolio. | Gestionnaire de Portefeuille-Actions | 01/05/2023 |
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. | Gestionnaire de Portefeuille-Actions | 01/01/2019 |
Parador Asset Management LLC
 Parador Asset Management LLC Investment ManagersFinance Parador Asset Management is the portfolio manager for Mackenzie Financial Corp.'s Canadian Shield Fund, a closed-end mutual fund. The fund seeks to generate superior risk-adjusted absolute returns in Canadian dollars and to preserve capital in all market environments. The fund invests primarily in Canadian securities. | Fondateur | - |
Capital Guardian Trust Co.
 Capital Guardian Trust Co. Investment ManagersFinance CGTC employs a long-term investment approach that is based on rigorous fundamental research. The firm uses a system of multiple portfolio managers in managing most separate account and fund assets. Under this approach, the portfolio of an account or fund is divided into segments managed by individual managers who decide how their respective segments will be invested. In addition, investment analysts may make investment decisions with respect to a portion of the portfolio. The firm offers equity, fixed-income, balanced, and other customized investment strategies based on the investment objectives of CGTC clients. CGTC's equity strategies include: US Equity, International Equity, Global Equity, All Country World Equity, International All Countries Equity, and Emerging Markets Equity. The firm's fixed-income strategies include: US Core Fixed-Income, Long Duration Government, Long Duration Credit, US High-Yield, International Fixed-Income, Global Fixed-Income, Global High-Income Opportunities, and Emerging Markets Debt. CGTC's balanced and total opportunities strategies include: US Balanced, Global Balanced, Absolute Income Grower, World Dividend Growers, and Emerging Markets Total Opportunities. | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
Formation de Roger Mortimer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
76
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Amvescap Plc (Georgia)
 Amvescap Plc (Georgia) Investment ManagersFinance Provides investment management services | Finance |
Capital Guardian Trust Co.
Capital Guardian Trust Co. Investment ManagersFinance CGTC employs a long-term investment approach that is based on rigorous fundamental research. The firm uses a system of multiple portfolio managers in managing most separate account and fund assets. Under this approach, the portfolio of an account or fund is divided into segments managed by individual managers who decide how their respective segments will be invested. In addition, investment analysts may make investment decisions with respect to a portion of the portfolio. The firm offers equity, fixed-income, balanced, and other customized investment strategies based on the investment objectives of CGTC clients. CGTC's equity strategies include: US Equity, International Equity, Global Equity, All Country World Equity, International All Countries Equity, and Emerging Markets Equity. The firm's fixed-income strategies include: US Core Fixed-Income, Long Duration Government, Long Duration Credit, US High-Yield, International Fixed-Income, Global Fixed-Income, Global High-Income Opportunities, and Emerging Markets Debt. CGTC's balanced and total opportunities strategies include: US Balanced, Global Balanced, Absolute Income Grower, World Dividend Growers, and Emerging Markets Total Opportunities. | Finance |
Capital International, Inc.
 Capital International, Inc. Investment ManagersFinance CI manages portfolios that seek to capture the risk and return characteristics of other investment vehicles with the same investment strategy through implementing a proprietary solution that utilizes a commercially available third-party risk model to help identify the characteristics of the underlying holdings of the strategy. The firm typically builds portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks. Investment decisions are subject to a fund or account’s objective, policies and restrictions and the oversight of the appropriate investment-related committees. | Finance |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
CVW Sustainable Royalties Inc.
 CVW Sustainable Royalties Inc. SteelNon-Energy Minerals Develops technology to recover heavy minerals and bitumen | Non-Energy Minerals |
Krane Funds Advisors LLC
Krane Funds Advisors LLC Investment ManagersFinance Krane seeks to deliver innovative first-to-market strategies developed based on their strong partnerships and deep investing knowledge. The firm manages strategies across multiple asset classes and listing exchanges. Their products cover China onshore equities listed on the Shanghai and Shenzhen stock exchanges as well as offshore equities listed on the Hong Kong, equities listed on the New York, and NASDAQ stock exchanges, among others. In addition, Krane manages solutions with China specific and global exposures in other asset classes, including fixed income, carbon allowance markets, and metal futures. These strategies can be used to increase diversification and potentially enhance performance as a part of a balanced diversified investment portfolio. | 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 |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
South Star Battery Metals Corp.
 South Star Battery Metals Corp. Metal FabricationProducer Manufacturing Produces industrial metals and battery minerals | Producer Manufacturing |
Parador Asset Management LLC
Parador Asset Management LLC Investment ManagersFinance Parador Asset Management is the portfolio manager for Mackenzie Financial Corp.'s Canadian Shield Fund, a closed-end mutual fund. The fund seeks to generate superior risk-adjusted absolute returns in Canadian dollars and to preserve capital in all market environments. The fund invests primarily in Canadian securities. | Finance |
