Steve MacMillan

Gestionnaire de Portefeuille-Actions chez

Fidelity Investments Canada ULC

Finance

Consumer Services

Profil

Mr. Steven W.
MacMillan, CFA, is a Portfolio Manager at Fidelity Investments Canada ULC.
He has over 25 years of industry experience.
Mr. MacMillan was employed as a Portfolio Manager by Fidelity (Canada) Asset Management ULC and a Vice President by KBSH Capital Management, Inc. He received his BBA degree from Wilfrid Laurier University.

Postes actifs de Steve MacMillan

Sociétés	Poste	Début
Fidelity Investments Canada ULC Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices.	Gestionnaire de Portefeuille-Actions	01/01/2021

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Anciens postes connus de Steve MacMillan

Sociétés	Poste	Fin
Fidelity (Canada) Asset Management ULC Fidelity (Canada) Asset Management ULC Investment ManagersFinance FCAM’s investment approach is based the belief that in-depth fundamental analysis of companies can identify securities that may outperform the market. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across Canadian, US and global markets, as well as quantitative and technical portfolio managers and analysts. FCAM offers a wide variety of investment solutions including: Canadian, US and International/Global equity strategies; Diversified, Active/Single Sector, and Custom (Liability-Driven and Tactical Bond) fixed-income strategies; and Multi-Asset Class Asset Allocation Products including Strategic Balanced, Tactical Asset Allocation and Balanced Trust Services.	Analyst-Equity	01/01/2020
KBSH Capital Management, Inc. KBSH Capital Management, Inc. Investment ManagersFinance KBSH Capital Management is a growth manager that employs fundamental financial analysis and a disciplined security selection process. The firm seeks to maintain above average risk-adjusted performance over the long-term. KBSH's equity selection approach is based on bottom-up analysis. They seek growth companies with strong sales, superior cash flows, high ROE and reasonable valuations. Other considerations include management strength, industry dynamics, the integrity of accounting policies and the quality of the balance sheet. KBSH tends to invest in the stocks of US and Canadian companies in the finance, technology services and industrial services sectors. The firm invests across all market-caps and maintains a high turnover rate. KBSH's fixed-income management begins with a macroeconomic outlook. The firm employs interest rate forecast to determine portfolio duration and term structure. Sector and security selection results from a combination of rate levels, yield spreads and credit analysis.	Analyst-Equity	01/07/2008

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Entreprise privées	4
KBSH Capital Management, Inc. KBSH Capital Management, Inc. Investment ManagersFinance KBSH Capital Management is a growth manager that employs fundamental financial analysis and a disciplined security selection process. The firm seeks to maintain above average risk-adjusted performance over the long-term. KBSH's equity selection approach is based on bottom-up analysis. They seek growth companies with strong sales, superior cash flows, high ROE and reasonable valuations. Other considerations include management strength, industry dynamics, the integrity of accounting policies and the quality of the balance sheet. KBSH tends to invest in the stocks of US and Canadian companies in the finance, technology services and industrial services sectors. The firm invests across all market-caps and maintains a high turnover rate. KBSH's fixed-income management begins with a macroeconomic outlook. The firm employs interest rate forecast to determine portfolio duration and term structure. Sector and security selection results from a combination of rate levels, yield spreads and credit analysis.	Finance
Fidelity Investments Canada ULC Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices.	Finance
Wilfrid Laurier University Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fidelity (Canada) Asset Management ULC Fidelity (Canada) Asset Management ULC Investment ManagersFinance FCAM’s investment approach is based the belief that in-depth fundamental analysis of companies can identify securities that may outperform the market. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across Canadian, US and global markets, as well as quantitative and technical portfolio managers and analysts. FCAM offers a wide variety of investment solutions including: Canadian, US and International/Global equity strategies; Diversified, Active/Single Sector, and Custom (Liability-Driven and Tactical Bond) fixed-income strategies; and Multi-Asset Class Asset Allocation Products including Strategic Balanced, Tactical Asset Allocation and Balanced Trust Services.	Finance