![Sam Reda](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>)
Profil
Mr. Sam Reda, CFA, is Chairman at Triasima Portfolio Management, Inc. He is involved in the governance of the firm, its management and development.
He has over 35 years of investment-related experience.
Prior to starting his own firm, Maralex Capital, he held the positions of Vice-Chairman and Executive Vice President at Fiera Capital Corporation, President and Chief Operating Officer at Natcan Investment Management and First Vice-President and Partner at TAL Global Asset Management.
He received his Bachelor's degree in Commerce from McGill University.
Anciens postes connus de Sam Reda
| Sociétés | Poste | Fin |
|---|---|---|
Fiera Holdings, Inc.
 Fiera Holdings, Inc. Investment ManagersFinance Fiera Capital employs a variety of investment strategies, such as active fixed-income, structured fixed-income, Canadian equity, foreign equity, asset allocation, alternative investments, and quantitative strategies. | Corporate Officer/Principal | 31/08/2010 |
Natcan Investment Management, Inc.
 Natcan Investment Management, Inc. Investment ManagersFinance Natcan Investment Management offers a wide array of investment products across all global markets and investment styles. Their strategies include: Canadian Large-Cap Value Equity, Canadian Large-Cap Growth Equity, Canadian Socially Responsible, Small-Cap Equity, Global Equity, fixed-income and asset allocation. The firm's investment approach focuses on fundamental analysis to identify out-of-favor stocks. They seek to buy out-of-favor stocks to limit downside risk and preserve capital. Though this reflects a more value-oriented approach, Natcan also integrates a growth component into their strategy by selecting companies with attractive profit-enhancing catalysts. Natcan's strategies seek the preservation of capital and low absolute volatility. . Natcan's active risk management approach emphasizes sector and stock diversification. The firm tends to favor value sectors and stocks and sound financial structures rather than momentum and overpriced situations. The Natcan Canadian Equity Fund is a Canadian large-cap equity portfolio that combines value and growth criteria. the Fund seeks to outperform the S&P/TSX Index return. It is available as a pooled fund or a segregated fund. The Natcan Contra Cyclical Fund II seeks to achieve superior growth, mainly through capital appreciation. The firm employs a value/contrarian approach and a one-year investment horizon. It is available as a pooled fund. The Natcan Contra Value Fund seeks to achieve superior growth mainly through capital appreciation. The firm employs a value/contrarian approach and a medium- to long-term horizon of 6 to 18 months. It is available as a pooled fund. The Natcan Momentum Global Equity Fund II seeks to achieve superior growth mainly through capital appreciation. The firm uses a momentum approach to invest systematically in securities ranked in the first performance decile of various different benchmarks. It is available as a pooled fund. The Canadian Advantage Large-Cap Equities strategy is a large-cap value portfolio that seeks to outperform the S&P/TSX Index in the medium-term, while preserving capital. It is available as a segregated fund. The Natcan Canadian Growth Equity strategy is a large-cap growth portfolio that seeks to outperform the S&P/TSX Index. It is available as a segregated fund. The Natcan Social Value Canadian Equity Fund combines value and growth Canadian large-cap criteria and seeks to achieve a rate of return that exceeds that of the S&P/TSX Index on the both the financial and social fronts. It is available as a pooled fund. For their small-cap equity investments, Natcan employs a growth strategy that focuses on investments in the industrial, technological, healthcare and consumer sectors. The Natcan Global Small-Cap Equity Strategy is a global small-cap equity portfolio that seeks to outperform the MSCI World Small-Cap Index return. It is available as a pooled fund. The Canadian Diversified Small-Cap Equities strategy is a diversified Canadian small-cap equity portfolio which includes a certain proportion of US small-cap names and seeks to outperform the S&P/TSX Small-Cap Index return. It is available as a pooled fund or as a segregated fund. The Natcan Small-Cap Equity Fund is a Canadian small-cap equity portfolio that seeks to outperform the S&P/TSX Small-Cap Index. it is available as a segregated fund. The Quebec Micro-Cap Equities portfolio invests primarily in companies whose headquarters or a substantial part of their business is located in Quebec. it is available as a segregated fund. The Natcan QSSP II Investment Fund invests a large portion of its capital in Quebec companies that provide a tax advantage through the SPP II. It is available as a pooled fund. Natcan's US, International and Global Large-Cap Equity strategies are based on a bottom-up stock selection approach that seeks to identify reasonably priced secular growth opportunities. The firm prefers to invest in sectors offering sustainable growth and low volatility. They look for companies generating stable and persistent earnings growth, expanding and above-average profit margins and high returns on capital. The Natcan Global Equity Fund is a global large-cap equity portfolio that seeks to achieve a rate of return that exceeds the MSCI World ex-Canada Index. It is available as a pooled fund. the Natcan US Equity Fund is a US large-cap equity portfolio that seeks to achieve an annualized rate of return that exceeds the return of the S&P 500 Index. It is available as a pooled fund or as a segregated fund. The Natcan International Equity Fund is an international large-cap equity portfolio that seeks to achieve a rate of return that exceeds the MSCI EAFE Index. It is available as a pooled fund. Natcan offers a wide array fixed-income asset management services including several active and passive investment products. They apply a quantitative approach based on macroeconomic analyses with emphasis on the management of a reward/risk equation. The Natcan Canadian Bond Fund is a Canadian government, municipal and corporate bond portfolio that seeks to achieve a rate of return that exceeds the DEX Universe Bond Index. It is available as a pooled fund or a segregated fund. The Natcan Long-Term Canadian Bond Fund is a Canadian government, municipal and corporate bond portfolio that seeks to achieve a rate of return that exceeds the return DEX Long Term Bond Index. It is available as a segregated fund. The Natcan Corporate Universe Bond Fund is a Canadian corporate bond portfolio that seeks to achieve a rate of return that exceeds the DEX Universe All-Corporate Bond Index. It is available as a pooled fund or a segregated fund. Natcan also offers a variety of pooled alternative investment funds. The Natcan Global Focused Fund seeks to exploit the arbitrage opportunity generated by a long-term view in a market excessively focused on the short-term. The Natcan Arbitrage Short-Term Bond Fund seeks to generate positive annual absolute returns by investing in a portfolio of short-term federal or provincial government securities. The Natcan Absolute Return Credit Fund seeks to obtain positive absolute annual returns by investing in a portfolio of credit securities in the high-yield, corporate and preferred-share markets, while limiting the portfolios negative volatility. | President | 31/12/2005 |
Confederation Life Insurance Co.
 Confederation Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Corporate Officer/Principal | - |
CIBC Asset Management, Inc.
 CIBC Asset Management, Inc. Investment ManagersFinance CIBC AM maintains a strong tradition of disciplined investment processes, prudently manages risk and develops customized and innovative solutions for their clients. The firm specializes in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation and responsible investments. | Corporate Officer/Principal | - |
Triasima Portfolio Management, Inc.
 Triasima Portfolio Management, Inc. Investment ManagersFinance Triasima develops portfolios with a style and level of risk adapted to their clients' needs. The firm’s investment process is based on three analytical methods, their three pillars: fundamental, quantitative, and trend. Their portfolios are exposed to a wide range of styles, such as Growth, Value and Momentum. This reduces risk by providing stability of returns for the portfolio through the various phases of the economic cycle. | Président | - |
Formation de Sam Reda
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC AM maintains a strong tradition of disciplined investment processes, prudently manages risk and develops customized and innovative solutions for their clients. The firm specializes in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation and responsible investments. | Finance |
Triasima Portfolio Management, Inc.
Triasima Portfolio Management, Inc. Investment ManagersFinance Triasima develops portfolios with a style and level of risk adapted to their clients' needs. The firm’s investment process is based on three analytical methods, their three pillars: fundamental, quantitative, and trend. Their portfolios are exposed to a wide range of styles, such as Growth, Value and Momentum. This reduces risk by providing stability of returns for the portfolio through the various phases of the economic cycle. | Finance |
Natcan Investment Management, Inc.
Natcan Investment Management, Inc. Investment ManagersFinance Natcan Investment Management offers a wide array of investment products across all global markets and investment styles. Their strategies include: Canadian Large-Cap Value Equity, Canadian Large-Cap Growth Equity, Canadian Socially Responsible, Small-Cap Equity, Global Equity, fixed-income and asset allocation. The firm's investment approach focuses on fundamental analysis to identify out-of-favor stocks. They seek to buy out-of-favor stocks to limit downside risk and preserve capital. Though this reflects a more value-oriented approach, Natcan also integrates a growth component into their strategy by selecting companies with attractive profit-enhancing catalysts. Natcan's strategies seek the preservation of capital and low absolute volatility. . Natcan's active risk management approach emphasizes sector and stock diversification. The firm tends to favor value sectors and stocks and sound financial structures rather than momentum and overpriced situations. The Natcan Canadian Equity Fund is a Canadian large-cap equity portfolio that combines value and growth criteria. the Fund seeks to outperform the S&P/TSX Index return. It is available as a pooled fund or a segregated fund. The Natcan Contra Cyclical Fund II seeks to achieve superior growth, mainly through capital appreciation. The firm employs a value/contrarian approach and a one-year investment horizon. It is available as a pooled fund. The Natcan Contra Value Fund seeks to achieve superior growth mainly through capital appreciation. The firm employs a value/contrarian approach and a medium- to long-term horizon of 6 to 18 months. It is available as a pooled fund. The Natcan Momentum Global Equity Fund II seeks to achieve superior growth mainly through capital appreciation. The firm uses a momentum approach to invest systematically in securities ranked in the first performance decile of various different benchmarks. It is available as a pooled fund. The Canadian Advantage Large-Cap Equities strategy is a large-cap value portfolio that seeks to outperform the S&P/TSX Index in the medium-term, while preserving capital. It is available as a segregated fund. The Natcan Canadian Growth Equity strategy is a large-cap growth portfolio that seeks to outperform the S&P/TSX Index. It is available as a segregated fund. The Natcan Social Value Canadian Equity Fund combines value and growth Canadian large-cap criteria and seeks to achieve a rate of return that exceeds that of the S&P/TSX Index on the both the financial and social fronts. It is available as a pooled fund. For their small-cap equity investments, Natcan employs a growth strategy that focuses on investments in the industrial, technological, healthcare and consumer sectors. The Natcan Global Small-Cap Equity Strategy is a global small-cap equity portfolio that seeks to outperform the MSCI World Small-Cap Index return. It is available as a pooled fund. The Canadian Diversified Small-Cap Equities strategy is a diversified Canadian small-cap equity portfolio which includes a certain proportion of US small-cap names and seeks to outperform the S&P/TSX Small-Cap Index return. It is available as a pooled fund or as a segregated fund. The Natcan Small-Cap Equity Fund is a Canadian small-cap equity portfolio that seeks to outperform the S&P/TSX Small-Cap Index. it is available as a segregated fund. The Quebec Micro-Cap Equities portfolio invests primarily in companies whose headquarters or a substantial part of their business is located in Quebec. it is available as a segregated fund. The Natcan QSSP II Investment Fund invests a large portion of its capital in Quebec companies that provide a tax advantage through the SPP II. It is available as a pooled fund. Natcan's US, International and Global Large-Cap Equity strategies are based on a bottom-up stock selection approach that seeks to identify reasonably priced secular growth opportunities. The firm prefers to invest in sectors offering sustainable growth and low volatility. They look for companies generating stable and persistent earnings growth, expanding and above-average profit margins and high returns on capital. The Natcan Global Equity Fund is a global large-cap equity portfolio that seeks to achieve a rate of return that exceeds the MSCI World ex-Canada Index. It is available as a pooled fund. the Natcan US Equity Fund is a US large-cap equity portfolio that seeks to achieve an annualized rate of return that exceeds the return of the S&P 500 Index. It is available as a pooled fund or as a segregated fund. The Natcan International Equity Fund is an international large-cap equity portfolio that seeks to achieve a rate of return that exceeds the MSCI EAFE Index. It is available as a pooled fund. Natcan offers a wide array fixed-income asset management services including several active and passive investment products. They apply a quantitative approach based on macroeconomic analyses with emphasis on the management of a reward/risk equation. The Natcan Canadian Bond Fund is a Canadian government, municipal and corporate bond portfolio that seeks to achieve a rate of return that exceeds the DEX Universe Bond Index. It is available as a pooled fund or a segregated fund. The Natcan Long-Term Canadian Bond Fund is a Canadian government, municipal and corporate bond portfolio that seeks to achieve a rate of return that exceeds the return DEX Long Term Bond Index. It is available as a segregated fund. The Natcan Corporate Universe Bond Fund is a Canadian corporate bond portfolio that seeks to achieve a rate of return that exceeds the DEX Universe All-Corporate Bond Index. It is available as a pooled fund or a segregated fund. Natcan also offers a variety of pooled alternative investment funds. The Natcan Global Focused Fund seeks to exploit the arbitrage opportunity generated by a long-term view in a market excessively focused on the short-term. The Natcan Arbitrage Short-Term Bond Fund seeks to generate positive annual absolute returns by investing in a portfolio of short-term federal or provincial government securities. The Natcan Absolute Return Credit Fund seeks to obtain positive absolute annual returns by investing in a portfolio of credit securities in the high-yield, corporate and preferred-share markets, while limiting the portfolios negative volatility. | Finance |
Confederation Life Insurance Co.
Confederation Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Finance |
McGill University
 McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fiera Holdings, Inc.
Fiera Holdings, Inc. Investment ManagersFinance Fiera Capital employs a variety of investment strategies, such as active fixed-income, structured fixed-income, Canadian equity, foreign equity, asset allocation, alternative investments, and quantitative strategies. | Finance |
Fiera Capital Corp. (Investment Management)
 Fiera Capital Corp. (Investment Management) Investment ManagersFinance FCC-IM is an active, research-driven manager that offers a broad spectrum of investment strategies across asset classes, styles, and capitalization ranges. The firm provides extensive expertise in Canadian active and structured fixed-income, Canadian and foreign equity, asset allocation, and non-traditional investment solutions through a broad range of strategies and services. Independent bottom-up fundamental research is the cornerstone of their Canadian and foreign equity strategies, while rigorous top-down fundamental research, independent of sell-side analysis and of credit rating agencies, is the cornerstone of their actively managed fixed-income strategies, resulting in opinions that are independent of market views. | Finance |
