Management |
Name of Company | Leith Wheeler Investment Counsel Ltd | Phone | 604 683 3391 | Website | www.leithwheeler.com | Address | 400 Burrard Street | | Vancouver
V6C 3A6 | | Canada |
Domicile | Canada | Legal Structure | Open Ended Investment Company | UCITS | - | Inception Date | 10-09-2015 | | Fund Advisor(s) | Leith Wheeler Investment Counsel Ltd |
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Fund Manager | Bill Dye | Manager Start Date | 31-12-2010 |
Education | University of British Columbia, B.C. |
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Biography |
Bill Dye, who joined Leith Wheeler in May 1985, is a portfolio manager and a member of both the firm’s Management Committee and Canadian Equity Committee. Bill’s area of responsibility within the Canadian Equity Committee is the Financials. In addition to his portfolio management and equity research experience, Bill spent five years as trader of the firm’s bond portfolios. Bill is a member and past director of CFA Vancouver, a graduate of UBC (B.Comm., Honours, 1985) and holds a Chartered Financial Analyst (CFA) designation. |
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Fund Manager | David Jiles | Manager Start Date | 31-12-2010 |
Education | 1979, University of British Columbia, B.A. |
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Biography |
David joined Leith Wheeler in 1994, as a Canadian research equity analyst from Odlum Brown Ltd., where he managed their research department. He has been in the investment business since 1985. David has also served as Chairman, for B.C. Rail. David specializes in Consumer Products, Merchandising, and Industrial companies. He is a graduate of UBC (1979) and holds a Chartered Financial Analyst (CFA) designation. |
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Fund Manager | Richard Liley | Manager Start Date | 31-12-2010 |
Education | University of British Columbia, B.C. |
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Biography |
Richard joined Leith Wheeler in 2000, after 6 years’ experience with the securities divisions of two chartered banks. Richard specializes in Telecommunications, Media, Manufacturing, Real Estate Investment Trusts and Information Technology companies. Richard is a member of CFA Vancouver, holds a Chartered Financial Analyst (CFA) designation and is a graduate of UBC (Commerce 1993). |
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Fund Manager | Patrick Reddy | Manager Start Date | 31-12-2010 |
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Biography |
Patrick Reddy joined Leith Wheeler in 2006. Patrick previously worked for the Province of B.C.'s Investment Management Corporation, where he was an equity analyst since 2001. Patrick is responsible for covering Oil & Gas and Energy equipment & services. He is a graduate of SFU with B.Comm and holds a Chartered Financial Analyst (CFA) designation. |
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Fund Manager | Nick Szucs | Manager Start Date | 30-05-2011 |
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Biography |
Nick has extensive experience in Canadian and Global equity markets, specializing in the Material & Energy sectors, through his time at RBC Capital Markets in Vancouver and London (1999-2006), Blackmont Capital in Vancouver (2006-2007), Sofaer Capital in London (2007-2008) and Brevan Howard Asset Management in London (2008-2011). Nick brings a unique skill set to our team having worked in London for the past four years managing Natural Resource-dedicated funds with global mandates. His primary responsibility will be covering the Material sector in Canada. |