Portfolio Manager

• Aug 2023 - Present

Focus on finding businesses capable of generating sustainable cash flow operated by competent management with track records of wealth creation

Analyst

• Jun 2014 - Jul 2023

Equity Research Associate

• Apr 2013 - Nov 2013

• Covered uranium and junior gold companies with analyst David Sadowski, names covered include: AMW-V, ATC-V, CCO, DML, FCU-V, KAM-V, KIV-V, MAG, PDN, ROG-V, U, UEX, URE, and UUU. • Aided in initiation of coverage on five companies; including due diligence, financial modeling, valuation, asset comparison, management quality, and relevant risks. • Covered uranium and junior gold companies with analyst David Sadowski, names covered include: AMW-V, ATC-V, CCO, DML, FCU-V, KAM-V, KIV-V, MAG, PDN, ROG-V, U, UEX, URE, and UUU. • Aided in initiation of coverage on five companies; including due diligence, financial modeling, valuation, asset comparison, management quality, and relevant risks.

Research & Risk Measurement

• May 2012 - Mar 2013

Working with the economics and risk teams and contributing to ad-hoc projects Working with the economics and risk teams and contributing to ad-hoc projects

Research Analyst

• Mar 2011 - Apr 2012

Analyzed companies, industries, and broad macroeconomic trends in a buy-side environment; Identified key factors driving company valuations and built proprietary valuation and earning forecast models; Participated in the generation of investment/trading ideas and performed rigorous analysis to assess viability of these ideas. Analyzed companies, industries, and broad macroeconomic trends in a buy-side environment; Identified key factors driving company valuations and built proprietary valuation and earning forecast models; Participated in the generation of investment/trading ideas and performed rigorous analysis to assess viability of these ideas.

Equity Analyst

• Sep 2009 - Dec 2010

SIAS manages SFU's student endowment fund; Portfolio value: 9.4mil Created industry and company research reports with buy, sell, and hold recommendations to aid in investment decisions. Learned and applied various analytical techniques used in comparing and valuing companies. Voted on trade proposals and forward looking fund strategy. SIAS manages SFU's student endowment fund; Portfolio value: 9.4mil Created industry and company research reports with buy, sell, and hold recommendations to aid in investment decisions. Learned and applied various analytical techniques used in comparing and valuing companies. Voted on trade proposals and forward looking fund strategy.