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About David Stonehouse

David Stonehouse

David Stonehouse, MBA, CFA®

Interim Chief Investment Officer & Head of North American and Specialty Investments

AGF Investments Inc.

David Stonehouse is Interim Chief Investment Officer, AGF Investments Inc. In this role, supported by AGF Investments’ Office of the CIO, David oversees the execution of AGF’s investment management strategy, leads and develops the investment management team and determines research priorities, policies and programs that aim to achieve the investment objectives of the organization and its clients. David continues to oversee AGF Investments’ North American and Specialty Investments teams, while maintaining direct portfolio management responsibilities for his current mandates.

With nearly three decades of experience managing equity, fixed income and balanced mandates, David employs a rigorous and disciplined investment process combining a top-down approach to duration and asset allocation with a bottom-up approach to security selection.

David received a B.Sc. in Applied Science from Queen’s University, an MBA in Finance and Accounting from McMaster University and is a CFA® charterholder.

Registered as a Portfolio Manager under AGF Investments Inc. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Recent Articles from this contributor
post image Why Tariffs Are Here to Stay (And What That Could Mean for Investors)

  • Investing and Market Views

Why Tariffs Are Here to Stay (And What That Could Mean for Investors)

August 21, 2025

Investors seem more comfortable with the idea of tariffs, but they’re still likely to play a key role in the direction of financial markets as we approach the final stretch of the year, says David Stonehouse, AGF Investments’ interim CIO.

post image Asset Allocation Q3 2025 – A Slight Modification

  • Investing and Market Views

Asset Allocation Q3 2025 – A Slight Modification

July 24, 2025

David Stonehouse, Interim Chief Investment Officer at AGF Investments, explains the latest changes made by AGF Investments’ Asset Allocation Committee.

post image Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink

  • Investing and Market Views

Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink

August 31, 2023

In today’s uncertain environment, a more varied asset allocation framework is an option well worth considering.

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