Maria joined Dynamic in 2016 as a Portfolio Analyst on the Equity Income team working closely with Tom Dicker on identifying global opportunities in the real estate sector. She was promoted to Associate Portfolio Manager in 2018. 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.
Sehr is an Associate Portfolio Manager on the award-winning Equity Income team. She covers the consumer discretionary and consumer staples sectors, working closely with Steven Hall.
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.
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.
Derek joined Dynamic in 2012. He works closely with Damian Hoang as a Derivatives Strategist, spending the majority of his time on fundamental analysis with a focus on the consumer and technology sectors, structuring and analyzing derivative based strategies and on quantitative analysis.
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 25 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.
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.
Anita joined Dynamic in 2015, working with the product management team. In 2016 she joined the 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 closely with Vim Thasan on identifying global opportunities in the Industrials and Automotive sectors. He has over 8 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.
Jason Kuan joined Dynamic in 2010 and has over six years of industry experience. He began his career with Dynamic in the fund administration department where he held a variety of roles with a focus on fund valuation analysis.
Jason holds a Bachelor of Commerce degree from the University of Guelph and is a CFA Charterholder.
Greg Limburg joined Dynamic in 2016 as a Junior Portfolio Analyst for the Dynamic Value Team, focusing on the U.S. healthcare sector. Previous to Dynamic, Greg was an Equity Research Associate at BMO Capital Markets covering the Canadian consumer discretionary and consumer staples sectors. As well, he has held several co-op analyst roles, most recently in Alternative Assets at the Ontario Teacher’s Pension Plan.
Greg holds a Bachelor of Business Administration degree with Honours, Co-op, from Wilfrid Laurier University, and a Masters of Finance from Queen’s University.
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 spends the majority of his time structuring, analyzing and executing derivative based strategies. In addition, his responsibilities include portfolio risk management overlays.
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.
Danilo Martins joined Dynamic in 2017 as an Investment Analyst with the Core team working closely with Dana Love.
Prior to joining Dynamic, Danilo was an Investment Analyst at Invesco Trimark based in Canada from 2013-2015 and Hong Kong from 2015-2017, covering international and emerging markets with a focus on Latin America and Eastern Europe. Prior to Invesco Trimark, Danilo held equity research roles at Macquarie Capital Markets Canada and Clarus Securities, Inc.
Danilo received his Bachelor of Engineering (Industrial) from Escola Politécnica da Universidade de São Paulo and his MBA from Queen's University.
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 14 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 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.
Jenny joined 1832 Asset Management L.P. in 2016 as a Credit Research Analyst. She works closely with Daniel Yungblut and the Credit Research team. Prior to joining the firm, Jenny spent a year working for a real estate company, and prior to that spent four years in debt capital markets, focusing on bond origination in the financial and real estate sectors.
Jenny has a B.Comm from the DeGroote School of Business at McMaster University and a Master of Financial Economics degree from the University of Toronto. Jenny is a CFA Charterholder.
Nick joined Dynamic in 2018 as a Portfolio Analyst on the Equity Income team. He works closely with John Harris and Yassen Dimitrov on identifying opportunities in the financial sector. 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.
Mauricio Terrazas joined Dynamic’s Equity Income team in 2016 as a Junior Research Associate, working closely with Jennifer Stevenson onidentifying opportunities in the energy sector, and was promoted to Junior Portfolio Analyst in early 2018.
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.
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.