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  • Leanne Caravaggio

    MBA, CFA

    Leanne is a key member of the Dynamic Value Team, working closely with Cecilia Mo. 

    Leanne joined Dynamic in 2010 as an investment analyst and was promoted to Associate Portfolio Manager in 2015. Leanne's career as an analyst began with the Insurance Bureau of Canada in 2004 where she was a research associate focused on property and casualty insurance and Canadian financial institutions. She added to her experience in research covering global derivatives at TD Securities and later as an equity research associate focused on industrials at BMO Capital Markets.

    Leanne holds an MBA degree in finance and strategic management from the Schulich School of Business at York University and she was awarded the CFA designation in 2006.

  • Rachel Davies

    MBA, CFA

    Rachel Davies joined Dynamic in 2013 as an investment analyst for the Dynamic Value Team working closely with Cecilia Mo and in 2016 she was promoted to Associate Portfolio Manager.

    Prior to joining Dynamic, Rachel spent seven years at AGF/Acuity Investment Management as an Investment Analyst & Associate Portfolio Manager and was responsible for covering the North American healthcare and global clean technology sectors. Prior to this, Rachel held Healthcare sector equity research and business analyst roles at RBC Capital Markets and Healthcare of Ontario Pension Plan.

    Rachel holds an MBA from Schulich School of Business, a Bachelor of Science (Biochemistry Major) degree from Queen’s University and was awarded the CFA designation in 2009.

  • Ryan Nicholl

    Hons. BCom, CFA

    Ryan Nicholl joined Dynamic in 2016 as an Associate Portfolio Manager and member of the Equity Income Team where he works closely with Eric Benner focusing on global equities.

    Before joining Dynamic, Ryan spent five years with OMERS Capital Markets working as a Principal and Senior Analyst. For nearly four years he was the lead analyst covering the global consumer sector before moving to a generalist position as part of a small team managing a Global Quality portfolio. Prior to this he spent three years as an Analyst and then Associate within the investment banking division of Goldman Sachs covering a variety of sectors.

    Ryan received an Honours Bachelor of Commerce degree from Queen’s University and holds the Chartered Financial Analyst designation.

  • Maria Jose Benavente

    B.Comm. (Hons.), CFA1832 Asset Management L.P.

    Maria joined Dynamic in 2016 as a Portfolio Analyst on the award-winning Equity Income team. She works closely with Tom Dicker on identifying global opportunities in the real estate sector. Prior to joining Dynamic, Maria spent over 5 years on the sell-side as a research associate, specializing in Canadian real estate investment trusts, for BMO Capital Markets and National Bank Financial.

    Maria has a B.Comm from the John Molson School of Business at Concordia University and is a Calvin C. Potter Fellow. Maria was awarded the CFA designation in 2015.

  • Isidora Calla

    B.Comm., CFA1832 Asset Management L.P.

    Isidora joined the award-winning Power U.S. and Global Growth team in 2011 as an analyst working closely with Noah Blackstein on global equity research. She was promoted to Senior Analyst in 2015.

    Prior to joining the Power team, Isidora was a research associate with the Private Client Research group at DundeeWealth (currently known as HollisWealth). Her responsibilities included covering the senior capital structure shares market and writing daily and monthly broad market research reports. Isidora received her Bachelor of Commerce from McGill University with a major in finance and a concentration in global strategy, graduating with Distinction. She is also a CFA charterholder.

  • Timothy D. Chu

    BScH, MBA1832 Asset Management L.P.

    Tim joined Dynamic in 2012 as an investment analyst on the Dynamic Value team working closely with Cecilia Mo and focuses on the technology and telecom sectors.

    Prior to joining 1832 Asset Management L.P. , Tim spent eight years in various analytical and advisory roles in the financial services and consumer products industries, before initially joining Dynamic as a summer associate in 2010 focusing on the precious metals and real estate sectors.

    Tim earned his MBA in investment management from the John Molson School of Business (Goodman Institute of Investment Management) at Concordia University and he also holds a Bachelor of Science Honours degree in Statistics, Actuarial Science from Queen’s University. Tim is currently pursuing the CFA designation.

  • Dunstan Chung

    BA, Management Information Systems1832 Asset Management L.P.

    Dunstan Chung joined Dynamic in 1996 and has 22 years of industry experience. He began his career with Dynamic in the client administration department before becoming an equity trader in 2001. Two years later he joined the award-winning Equity Income team providing invaluable support as a technical and quantitative analyst. Prior to joining Dynamic, Dunstan spent 2 years at Sumitomo Bank in Hong Kong where he was an interest rate and currency swaps trader.

    Dunstan has a Bachelor of Arts in Management Information Systems from Eastern Washington University in the U.S.

  • Evan Hughes

    Hons. BA, MA, CFA1832 Asset Management L.P.

    Evan Hughes joined Dynamic in 2016 as a portfolio analyst on the Power team working with Alex Lane, Vice President & Portfolio Manager. Prior to joining Dynamic, Evan spent eight years at Picton Mahoney Asset Management, where he worked as an Analyst & Partner, with a focus on global equities in telecom, utilities, clean energy and media.

    Evan holds an Honours Bachelor of Arts degree in Economics from Bishop's University, a Master of Economics from Queen's University, and is a CFA charterholder.

  • Kevin Kaminski

    MBA, CFA1832 Asset Management L.P.

    Kevin Kaminski joined Dynamic in 2013 as an investment analyst for the Dynamic Core team working closely with Dana Love.

    Prior to joining Dynamic, Kevin spent more than six years at Invesco Trimark as an investment analyst where he was responsible for idea generation and company analysis across a number of global equity funds and worked alongside Dana Love. Kevin also spent three years in equity research at Scotia Capital covering the telecom and cable sectors.

    Kevin holds an MBA with Honours from Schulich School of Business, a Bachelor of Administration degree from the University of Regina and was awarded the CFA designation in 2005.

  • Max Lenarciak

    BSc.1832 Asset Management L.P.

    Max initially joined Dynamic as a summer intern in 2012 before becoming a member of the award-winning Equity Income team in 2013. As a Portfolio Analyst, he works closely with Tom Dicker and Damian Hoang on global equities and derivatives.

    Prior to joining Dynamic, Max spent two years in various analytical and advisory roles in the mining and real estate development industries. Max was raised in the Bahamas and Italy, speaks six languages, and has travelled to over 70 countries. Max attended Harvard University as well as the University of Rome, Italy, attaining a Bachelor of Science degree. He is currently pursuing the CFA designation.

  • Andrew McKendry

    CA, CFA1832 Asset Management L.P.

    Andrew joined Dynamic in 2014 as an investment analyst working closely with Alex Lane on the Dynamic Power team.

    Andrew has 10 years of equity research experience. Prior to joining Dynamic he was most recently a Senior Investment Analyst for the Alberta Teachers’ Retirement Fund primarily covering Canadian consumer products and telecom stocks. Before that, he was a Research Associate with BMO Capital Markets covering auto parts and consumer product stocks. He also held an accounting role with Deloitte & Touche working with their Dispute Consulting & Forensic Services Group.

    Andrew is a Chartered Accountant with a Diploma in Investigative & Forensic Accounting from the Rotman School of Management. He earned the CFA designation in 2006.

  • Alexandre Mathieu

    M.Sc., FRM1832 Asset Management L.P.

    Alexandre Mathieu joined Dynamic in 2012 as a member of the Credit Team, specializing in quantitative analysis on fixed income investments.

    Alexandre has more than 10 years of industry experience, which includes quantitative and portfolio management responsibilities at a major Canadian financial investment management firm as well as risk management advisory responsibilities at the Caisse de Dépôt et Placement du Québec. He has extensive knowledge of fixed income derivatives. His previous experience also included asset/liability management at Laurentian Bank.

    Alexandre holds a Bachelor’s degree in Finance from the Hautes Études Commerciales (HEC) Montréal University and a Master’s degree in Financial Engineering/Portfolio Management from the University of Québec à Montréal (UQAM). Alexandre is a FRM (Financial Risk Manager) charterholder.

  • Ryan Metcalf

    HBA1832 Asset Management L.P.

    Ryan Metcalf joined Dynamic in 2016 as a Portfolio Analyst on the Power team working with Alex Lane, Vice President & Portfolio Manager. Ryan brings with him over 4 years of industry experience working in investment banking in the UK with Credit Suisse followed by an Investment Analyst role at a hedge fund. Ryan has a HBA from the Richard Ivey School of Business and Master of Financial Economics from the University of Toronto.

  • Evan Minsky

    B.Comm, CFA1832 Asset Management L.P.

    Evan Minsky joined Dynamic in 2014 as an investment analyst for the Dynamic Value Team. Previous to Dynamic, Evan was an Equity Research Associate Analyst at Canaccord Genuity for four years covering the diversified financials sector. Prior to this, Evan held equity research roles for a combined five years at Genuity Capital Markets and Clarus Securities covering diversified financials, alternative energy, technology, and special situation stocks.

    Evan holds a Bachelor of Commerce from McGill University in Montreal and was awarded the CFA designation in 2007.

  • Peter A. Rozenberg

    B.Comm1832 Asset Management L.P.

    Peter joined Dynamic in 2013 as a Portfolio Analyst bringing extensive industry experience to David Fingold's team assisting both David and Don Simpson on their various funds.

    Prior to joining 1832 Asset Management L.P. , Peter spent fifteen years at UBS Securities in various analytical roles and earned number one analyst rankings in: industrial products, aerospace, and transportation. During his time at the firm, Peter was a Financials Institutions equity analyst as well as head of Industrial and Consumer Product Research, and was a member and alternate head of their Internal Review Committee. He held the titles of Executive Director and Vice-President, Equity Research. Prior to joining UBS, Peter was a Vice-President and Special Situations Analyst at TD Bank and TD Securities after being promoted to a number of roles with increasing responsibility. During his time at TD, Peter was also a Manager in the Corporate and Investment Banking Group, and Manager Commercial Credit.

    Peter earned his Bachelor of Commerce, Finance from Concordia University.

  • Sehr Taqdees

    B.Sc., CFA1832 Asset Management L.P.

    Sehr joined Dynamic in 2011 as an analyst and member of the award-winning Equity Income team, working closely with Jennifer Stevenson on identifying opportunities in the energy sector. In 2016, her sector coverage was expanded to include the consumer discretionary and consumer staples sectors. In her expanded role, she works closely with Steven Hall to cover consumer products, while continuing her coverage of the energy sector. Prior to joining Dynamic she spent 7 years as an analyst with Qwest Investment Fund Management where she performed fundamental analysis on securities in the energy sector and to a lesser extent the mining sector and before that with Humboldt Capital Corporation assessing equities in the base metals and precious metals space.

    Sehr has a Bachelor of Science Degree in Business Administration from Drake University in the US and is a CFA charterholder.

  • Mauricio Terrazas

    B.Comm.1832 Asset Management L.P.

    Mauricio Terrazas joined Dynamic's Equity Income team in 2016 as a Junior Research Associate, working closely with Jennifer Stevenson on identifying opportunities in the energy sector.

    Prior to this position, Mauricio worked as a part-time Analyst with Scotia Wealth Management as he finished his Bachelor of Commerce Degree at University of Calgary. He also held summer internship positions within Scotiabank in the 1832 Asset Management and International Asset Management groups.

  • Robertson Velez

    MBA, CFA, P.Eng1832 Asset Management L.P.

    Robertson Velez joined Dynamic in 2016 as a Portfolio Analyst and member of the Equity Income Team focusing on identifying global opportunities in the technology sector.

    Before joining Dynamic, Robertson spent eight years with a large Canadian financial services firm as a Senior Investment Analyst providing recommendations on the technology sector. He covered all subsectors including hardware, software and semiconductors in a global context that included North America, Europe and Asia. Prior to this he spent two years as an Equity Research Associate covering the Canadian mining and technology sectors. Robertson began his career as an Engineer with ATI Technologies and over a 12 year period rose to the position of Project Leader.  

    Robertson received an Honours Bachelor of Applied Sciences in Computer Engineering from the University of British Columbia, a Masters in Engineering from the University of Toronto and a Master of Business Administration from the Rotman School of Management, University of Toronto. He also holds the Professional Engineer and Chartered Financial Analyst designations.  

  • Nawojka M. Wachowiak

    M.Sc.1832 Asset Management L.P.

    Nawojka joined Dynamic in 2013 as an investment analyst working with Robert Cohen on the precious metals and resource sectors.

    Prior to joining Dynamic, Nawojka has spent over 10 years on the sell-side covering North American precious and base metal companies at several major investment firms including HSBC Securities, BMO Capital Markets and Genuity Capital Markets. Her strong analytical experience is complemented by her recent role as VP of Investor Relations at an international mining company.

    Nawojka has a Master’s of Science degree in Geology from the University of Toronto.