Derek joined Dynamic in 2012 and began working closely with Damian Hoang in 2014.
In his role as Derivatives Strategist, he spent the majority of his time undertaking fundamental analysis with a focus on the consumer and technology sectors, structuring and analyzing derivative-based strategies and on quantitative analysis. In 2019, he was promoted to Associate Portfolio Manager.
He is a CFA charterholder and holds an Honours Bachelor of Science in Microbiology from the University of Guelph.
Dunstan Chung joined Dynamic in 1996 and has 28 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 Equity Income team, working closely with Oscar Belaiche, providing invaluable support as a technical and quantitative analyst. In 2019, he was promoted to Associate Portfolio Manager. Prior to joining Dynamic, Dunstan spent two 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.
Sehr is an Associate Portfolio Manager on the Equity Income team. She is responsible for covering the consumer staples sector.
She joined Dynamic in 2011 as an analyst on the 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 early 2018, she was promoted to her current role as an Associate Portfolio
Manager exclusively covering the consumer sectors and, in early 2019, began focusing solely on consumer staples.Prior to joining Dynamic, Sehr spent eight years as an investment analyst. This included 4 years 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 4 years 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.
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. He was promoted to Associate Portfolio Manager in 2018.
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 joined Dynamic in 2013 as a Portfolio Analyst working with Robert Cohen on the precious metals and resource sectors. In 2017, Robert and Nawojka joined the Equity Income team, expanding her responsibilities to include providing Materials sector coverage to the broader team. She was promoted to Senior Portfolio Analyst in early 2018 and became an Associate Portfolio Manager in the Fall of 2018.
Prior to joining Dynamic, Nawojka 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 of Science degree in Geology from the University of Toronto.
Isidora is a Senior Portfolio Analyst working closely with Noah Blackstein on global equity research. Between the years of 2011 to 2017, Isidora was an Analyst on Noah’s team and returned in 2019. 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.
Stephen Dafoe has been a Credit Research Analyst at 1832 since June, 2016. Prior to 1832, Mr. Dafoe was Director of Corporate Bond Research at Scotiabank Global Banking and Markets. Mr. Dafoe joined Scotiabank in 2001, after 12 years with major credit rating agencies in New York and Toronto. At Scotiabank, he followed the full range of corporate bond issuers in Canada, with a particular research focus on utilities, pipelines, and infrastructure. Mr. Dafoe also assisted with ratings advisory work, on selected special assignments. Mr. Dafoe participated in the OEB’s 2009 Cost of Capital Consultation Conference, and in 2010, appeared before the House of Commons Standing Committee on Industry, Science, and Technology addressing pension matters and the capital markets. Mr. Dafoe also participated in a consultation before the IASB on regulatory accounting practices in Canada. Mr. Dafoe holds a B.Comm in Accountancy and Finance from Concordia University.
Roberto joined Dynamic in 2013 and is currently working on the Credit Research Team reporting to Dan Yungblut, Vice President & Head of Research.
Prior to joining the Credit Research Team, Roberto held a variety of roles in Dynamic with increasing levels of responsibility within the Product Management, Fund Accounting, and Client Administration groups. Prior to joining Dynamic, he spent over two years in trading and research at two Toronto-based investment management firms.
Roberto holds an Honours Bachelor of Arts degree in Economics from York University and has successfully passed Level II of the CFA Program.
Kulveer joined Dynamic in 2019 as a Portfolio Analyst working closely with Damian Hoang and his team.
He brings more than 7 years of equity research experience from CIBC World Markets. Prior to this role, Kulveer held accounting and analyst positions at Deloitte & Touche LLP. and PricewaterhouseCoopers LLP.
Kulveer has an Honours Bachelor of Commerce degree from the DeGroote School of Business, McMaster University and is a CPA, CA, and CFA charterholder.
Anita joined Dynamic in 2015, working with the product management team. In 2016 she joined the Core Fixed Income Team, working as an Investment Grade Portfolio Analyst.
Prior to joining Dynamic Anita worked at both CIBC and Invesco Canada, bringing 5 years of investment industry experience to the team.
Anita holds a Bachelor of Management from Western University, and is currently pursuing a Graduate Diploma in Financial Engineering and Mathematics from the Schulich School of Business. She was awarded the CFA designation in 2016.
Evan Hughes joined Dynamic in 2016 and is currently working on the Credit Research Team as a Credit Research Analyst. 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.
Tarun joined Dynamic in 2018 as a Portfolio Analyst on the Equity Income team. He works on identifying global opportunities in the Industrials and Automotive sectors. He has over 9 years of industry experience. Prior to joining Dynamic, Tarun spent three years on the sell-side as an Equity Research Associate, specializing in the Transportation and Aerospace sector at BMO Capital Markets. He also spent over five years in several robotics and process automation roles at Ford, General Motors, and Suzuki.
Tarun completed a Bachelor of Applied Science degree with great distinction in Electrical Engineering from the University of Windsor. He holds an Master of Business Administration degree from the University of Toronto, Rotman School of Management, graduating on the Dean’s List and as a Bregman Scholar. He also earned the Advanced Financial Modeler certification from the Financial Modeling Institute and is a licensed Professional Engineer since 2010.
Michael Kwok joined Dynamic Funds in 2019 as a Senior Portfolio Analyst reporting to Vishal Patel, Vice President & Portfolio Manager.
Prior to joining Dynamic, Michael spent over three years on the buy-side as a Senior Analyst on the Fundamental Equity team at Connor, Clark & Lunn Investment Management. In this role, he was responsible for covering Canadian- and U.S.-listed Consumer Staples companies. He also previously worked as an Equity Research Associate covering Beverage and Household & Personal Care products at Sanford C. Bernstein in New York.
Michael holds a Bachelor of Commerce degree from Queen’s University, a Master of Finance degree from the Massachusetts Institute of Technology, and is a CFA charterholder.
Greg Limburg joined Dynamic in 2016 and is a Portfolio Analyst on a range of funds led by Don Simpson. Previous to Dynamic, Greg was an Equity Research Associate at BMO Capital Markets covering the Canadian consumer discretionary and consumer staples sectors.
Greg holds a Bachelor of Business Administration degree with Honours, Co-op, from Wilfrid Laurier University, Master of Finance from Queen’s University, and is an MBA candidate at Queen’s University. He was also awarded the CFA designation in 2018.
Andrew joined 1832 Asset Management L.P. in 2016 as a Credit Research Analyst, working with Daniel Yungblut and the Credit Research team.
Andrew brings with him over 9 years of credit research and investment management experience as well as 8 years of corporate finance and commercial credit experience at several Canadian financial institutions to the firm. Most recently, Andrew was responsible for credit analysis of corporate investment opportunities in the Canadian, U.S. and European debt markets at an established wealth management firm.
Andrew earned his Honours Bachelor of Business Administration from Wilfrid Laurier University and was awarded his CFA designation in 2009.
Adam joined Dynamic in 2012 and moved through progressive roles, before joining Damian Hoang’s team in 2015.
Working closely with Damian as a Derivatives Strategist, he spent the majority of his time structuring, analyzing, and executing derivative-based strategies. Additional responsibilities include portfolio risk management overlays. In 2019, he was promoted to Portfolio Analyst.
Adam has a Bachelor of Commerce from the John Molson School of Business at Concordia University, and is a CFA charterholder.
Alexandre Mathieu joined Dynamic in 2012 as a member of the Credit Team, specializing in quantitative analysis on fixed income investments. In 2018 he was promoted to Senior Portfolio Analyst.
Alexandre has more than 15 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 McInerney joined Dynamic Funds in 2019 as a Portfolio Analyst on Vice President & Portfolio Manager Vishal Patel’s Growth team.
Prior to joining Dynamic, Ryan spent five years on the sell-side as an Equity Research Associate at BMO Capital Markets, where he specialized in the financial services sector.
Ryan holds a Bachelor of Commerce degree from Dalhousie University, a Master of Finance degree from the Schulich School of Business, York University and is a CFA charterholder.
Ryan Metcalf joined Dynamic in 2016 as a Portfolio Analyst focusing primarily on the Health Care sector.
In 2019, he became a member of the Equity Income team, working closely with Portfolio Managers Eric Benner and Ryan Nicholl to cover Health Care securities. Prior to this, he was an analyst with the Dynamic Power team. Ryan brought over four years of industry experience to the firm, which included working in investment banking at Credit Suisse in the UK, followed by an Investment Analyst role at a Canadian hedge fund.
Ryan has an HBA from the Richard Ivey School of Business and Master of Financial Economics from the University of Toronto.
Scott joined Dynamic in 2019 as a Portfolio Analyst on the Equity Income Team. Working out of the Calgary office, he covers the energy sector alongside Jennifer Stevenson.
Prior to joining Dynamic, Scott spent several years as a Research Associate covering energy companies at a large Canadian financial services firm. In this role, he was responsible for covering a number of Canadian-listed exploration and production companies. His experience also includes working as a Financial Analyst for a firm specializing in construction and mining services.
Scott has a Bachelor of Commerce from the University of Alberta and is a CFA charterholder.
Pete Robic joined Dynamic Funds in 2018 and is a Portfolio Analyst on a range of funds lead by Don Simpson. Prior to Dynamic, Pete worked as a financial consultant with a boutique corporate development firm. Pete brings more than 11 years of investment industry experience as an analyst and portfolio manager at Bluewater Investment Management and a research associate at UBS Bunting Warburg. He also worked at KPMG as a senior accountant.
Pete holds a Bachelor of Arts in Economics and Geography from University of Toronto and is a CFA and CPA Charterholder.
Nick joined Dynamic in 2018 as a Senior Portfolio Analyst on the Equity Income team. He works closely with John Harris and Yassen Dimitrov on identifying opportunities in the financial sector and in alternative investments. Prior to joining Dynamic, Nick spent 8 years performing research on financial services companies at Credit Suisse, most recently as the Senior Equity Analyst. Before joining Credit Suisse, he was a Senior Tax Analyst at Deloitte & Touche LLP. Nick holds an Honours Bachelor of Arts, Economics & Accounting from Wilfrid Laurier University and is a CFA and CPA charterholder.
Andrew joined 1832 in 2013 as part of the performance analysis team, working on analysis and reviews of internal performance metrics for portfolio management teams. In 2016 Andrew was promoted to the Investment Team and is currently a global generalist working with Dana Love.
With 10 years of experience in the investment industry, Andrew gained experience working at TD Bank spending 2 years as an Equity Research Associate covering the Financial Services sector at TD Securities and in Capital Finance working on bank capital initiatives.
Andrew holds a BA (Honours) in Economics from the University of Western Ontario, as well as a Masters in Economics from Queen’s University. He was awarded the CFA charter in 2012.
Joseph joined 1832 Asset Management L.P.’s Fixed Income team in 2016, he is working as a Portfolio Analyst and Trader. He works closely with the Fixed income team on trade execution and maintaining portfolio exposure and risk models.
Joseph holds a Bachelor of Commerce degree from Ryerson University and is a CFA Charterholder.
Mark joined Dynamic in 2018 as a member of the centralized fundamental Credit Research Team. Prior to joining Dynamic, Mark spent three years with an income focused investment management firm as a Senior Investment Analyst, covering a diverse range of sectors. Prior to this, Mark spent over seven years in sell-side research, predominantly at a Canadian bank-owned investment dealer, and also held co-op Analyst roles at a Canadian bank-owned investment dealer and a global institutional investment management firm, covering a diverse range of sectors.
Mark holds a Bachelor of Commerce degree from the University of Guelph and was awarded the CFA designation in 2012.
Bruce Zhang joined the Credit Team as a Research Analyst in 2018. Prior to joining, he had been an Associate in the Corporate Banking Group at Scotiabank where he assisted in managing 15 US Power and Utilities corporate connections with total credit commitments of over US$2.5 billion. Bruce also previously worked as a Senior Credit Analyst in the Scotiabank Commercial Banking Group.
Bruce holds a Bachelor of Engineering degree from Beijing Institute of Technology, an Master of International Health Services Administration and an MBA from Dalhousie University. He is also a CFA charterholder.