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Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink
In today’s uncertain environment, a more varied asset allocation framework is an option well worth considering.
SVP & Head of North American and Specialty Investments
AGF Investments Inc.
David Stonehouse oversees 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 both 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 is a member of The Office of the CIO – a structure within the Investment Management team at AGF Investments. This leadership structure encourages and further embeds collaboration and active accountability across the Investment Management team and the broader organization.
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.
In today’s uncertain environment, a more varied asset allocation framework is an option well worth considering.