Bill Kanko

An industry veteran with an old-school approach.

Michael Ryval 20 October, 2006 | 1:00PM
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With a tip of the hat to famed investors such as Benjamin Graham and Warren Buffett, Bill Kanko approaches a company as if he were an entrepreneur interested in buying the entire firm.

"You try to understand the economics and characteristics of different businesses and have an idea that the business will be bigger and more profitable, to the surprise of other investors," says Kanko, manager ofHartford Global Leaders. "It means having a view that is different from other investors," adds the 47-year-old president of Toronto-based Black Creek Investment Management Inc.

A 25-year industry veteran who left AIM Trimark Investments two years ago to start his own firm, Kanko describes the exercise of generating investment ideas as "connecting the dots."

He assembles pieces of information gleaned from research reports, conversations with competitors and conference calls with company executives, and then develops a view of the stock that differs from the consensus.

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About Author

Michael Ryval

Michael Ryval  Michael Ryval, a regular contributor to Morningstar, is a Toronto-based freelance writer who specializes in business and investing.

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