![Stephen Foster Jenkins](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>)
Stephen Foster Jenkins
Directeur en chef des Investissements chez
Sionna Investment Managers, Inc.
Profil
Mr. Stephen F.
Jenkins, CFA, is a Co-Chief Investment Officer at Sionna Investment Managers, Inc. He joined Sionna in 2019.
He brings over 25 years of experience in both domestic and global equity markets.
He is a lead Portfolio Manager for the firm’s global value strategy and focused U.S.
value strategy.
Mr. Jenkins was previously employed as a Senior Portfolio Manager & Senior Vice President by CI Investments, Inc., a Portfolio Manager by Mackenzie Financial Corp., an Investment Analyst by Royal Insurance Group, Inc., a Senior Investment Officer by DDJ High Yield Fund, a Senior Investment Officer by High Yield & Mortgage Plus Trust, a Senior Investment Officer by Skylon Global Capital Yield Trust, a Senior Investment Officer by Skylon Growth & Income Trust, and a Senior Investment Officer by Skylon International Advantage Yield Trust.
He is a graduate of Wilfrid Laurier University, where he earned an Honours Bachelor of Business Administration degree and is a CFA charterholder.
Postes actifs de Stephen Foster Jenkins
| Sociétés | Poste | Début |
|---|---|---|
Sionna Investment Managers, Inc.
 Sionna Investment Managers, Inc. Investment ManagersFinance SIM’s investment process includes value; relative value; screening for ideas; and fundamentals. The firm assesses the value and quality of individual companies from the bottom up. They opportunistically invest in good businesses when they are temporarily undervalued. SIM identify candidates through comprehensive fundamental analysis by: getting behind the numbers; understanding business fundamentals; and assessing management quality. The firm specializes in a relative value method. They have developed a proprietary screening tool to focus their attention on the highest-potential stocks. To draw out all the aspects of a company, SIM start with their research questionnaire. At this point of the process, the firm: investigate a company’s risk; complete an in-depth analysis of financial statements; have face-to-face meetings with management; arrange on-site visits with management; and conduct other competitive reconnaissance. | Directeur en chef des Investissements | 01/12/2019 |
Anciens postes connus de Stephen Foster Jenkins
| Sociétés | Poste | Fin |
|---|---|---|
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Corporate Officer/Principal | 31/05/1997 |
Royal Insurance Group, Inc.
 Royal Insurance Group, Inc. Insurance Brokers/ServicesFinance Operates as a insurance agency | Corporate Officer/Principal | - |
Skylon International Advantage Yield Trust
 Skylon International Advantage Yield Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a closed-end investment fund | Directeur en chef des Investissements | - |
| DDJ HIGH YIELD FUND | Directeur en chef des Investissements | - |
Skylon Growth & Income Trust
 Skylon Growth & Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Directeur en chef des Investissements | - |
Formation de Stephen Foster Jenkins
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Finance |
DDJ High Yield Fund
 DDJ High Yield Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Skylon Global Capital Yield Trust
 Skylon Global Capital Yield Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Skylon International Advantage Yield Trust
Skylon International Advantage Yield Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a closed-end investment fund | Miscellaneous |
High Yield & Mortgage Plus Trust
 High Yield & Mortgage Plus Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Skylon Growth & Income Trust
Skylon Growth & Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
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 |
Sionna Investment Managers, Inc.
Sionna Investment Managers, Inc. Investment ManagersFinance SIM’s investment process includes value; relative value; screening for ideas; and fundamentals. The firm assesses the value and quality of individual companies from the bottom up. They opportunistically invest in good businesses when they are temporarily undervalued. SIM identify candidates through comprehensive fundamental analysis by: getting behind the numbers; understanding business fundamentals; and assessing management quality. The firm specializes in a relative value method. They have developed a proprietary screening tool to focus their attention on the highest-potential stocks. To draw out all the aspects of a company, SIM start with their research questionnaire. At this point of the process, the firm: investigate a company’s risk; complete an in-depth analysis of financial statements; have face-to-face meetings with management; arrange on-site visits with management; and conduct other competitive reconnaissance. | Finance |
Wilfrid Laurier University
 Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Royal Insurance Group, Inc.
Royal Insurance Group, Inc. Insurance Brokers/ServicesFinance Operates as a insurance agency | Finance |
