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Contributors

Abhishek Ashok

Abhishek Ashok, M.A., MFE, CFA®

Analyst

AGF Investments Inc.

Abhishek Ashok is an Equity Analyst covering the Global Consumer Staples Sector.

Blake C. Goldring

Blake C. Goldring, C.M., OOnt, M.S.M., CD, LL.D. CFA®

Executive Chairman

AGF Management Ltd.

Blake C. Goldring is the Executive Chairman of AGF Management Limited (AGF). He first joined the firm in 1987 and held a series of senior positions before being appointed President in 1997, CEO in 2000, and CEO and Chairman in 2006. As Executive Chairman of AGF, Goldring provides guidance and counsel to the CEO in setting the mission, vision and strategic direction for the firm. He also provides counsel to AGF’s Executive Management Team and plays a key role supporting the firm’s strategic relationships, while also providing leadership to AGF’s Board of Directors.

David Stonehouse

David Stonehouse, MBA, CFA®

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.

Grace Huang

Grace Huang, MBA, CFA®

Senior Analyst

AGF Investments Inc.

Grace Huang is a Senior Analyst focusing on the Information Technology and Communication Services sectors.

Greg Valliere

Greg Valliere

Chief U.S. Policy Strategist

AGF Investments

Greg Valliere joined AGF Investments (AGF) in February 2019 as Chief U.S. Policy Strategist. In this role, he is responsible for providing insight into how U.S. politics are shaping global markets.

Henry Kwok

Henry Kwok, MBA

Senior Analyst

AGF Investments Inc.

Henry Kwok is a Senior Analyst focusing on the Consumer Discretionary sector. In this role, he is responsible for analyzing and conducting in-depth fundamental research on consumer discretionary companies globally to generate investment recommendations for multiple investment mandates and styles. He also assists in the development of new tools, models and reports to support AGF’s Equity Research Team.

Jean-Sébastien Nadeau

Jean-Sébastien Nadeau, MBA, CFA®

Portfolio Manager

AGF Investments Inc.

Jean-Sébastien Nadeau is a Portfolio Manager on the AGF Fixed Income Plus Fund and supports the AGF Global Corporate Bond Fund as part of the Fixed Income Team. He plays a key role in portfolio construction and also contributes to fundamental and credit research across both strategies.

John Kratochwil

John Kratochwil, MBA, P.Eng.

Senior Analyst

AGF Investments Inc.

John Kratochwil is a Senior Analyst, specializing in the Materials (ex-Chemicals) and Real Estate sectors.

Kevin McCreadie

Kevin McCreadie, MBA, CFA®

CEO and Chief Investment Officer

AGF Management Ltd.

Kevin McCreadie is Chief Executive Officer (CEO) and Chief Investment Officer (CIO) of AGF Management Limited. In the role of CEO, Kevin is responsible for the overall success of AGF, overseeing the firm’s mission, vision and strategic direction. He also leads AGF’s Executive Management Team and serves as its liaison with AGF’s Board of Directors. As CIO, Kevin provides direction and leadership to AGF’s investment management teams. In carrying out these responsibilities, he leverages The Office of the CIO, a structure put in place in August 2018 that encourages collaboration and active accountability across AGF’s investment management teams and broader organization, capitalizing on the firm’s depth of talent while driving forward the teamwork that is necessary for the long-term success of its investment management.

Lazar Naiker

Lazar Naiker

Senior Analyst

AGF Investments Inc.

Lazar Naiker is a Senior Analyst focused on the Industrials sector.

Ling Han

Ling Han, M.Sc., MBA, CFA®

Analyst

AGF Investments Inc.

Ling Han is an Analyst focused on the Chemicals and Healthcare sectors.

Martin Grosskopf

Martin Grosskopf, MES, MBA

VP & Portfolio Manager

AGF Investments Inc.

Martin Grosskopf manages AGF Investments’ sustainable investing strategies and provides input on sustainability and environmental, social and governance (ESG) issues across the firm’s investment teams. He is a thought leader and a frequent public speaker on ESG and Green Finance issues. He serves as Vice-Chair of the CSA Group technical committee on Green and Transition Finance and is a past member of the Responsible Investment Association (RIA)’s Board of Directors.

Mike Archibald

Mike Archibald, CFA®, CMT, CAIA

VP & Portfolio Manager

AGF Investments Inc.

Mike Archibald serves as a portfolio manager of AGF Investments' U.S., Global and Canadian Growth Equity strategies. He uses a bottom-up investment approach that leverages quantitative, fundamental and technical inputs to identify companies with strong earnings growth and momentum, high-quality management and solid free cash flow.

Pulkit Sabharwal

Pulkit Sabharwal, MBA

Analyst

AGF Investments Inc.

Pulkit Sabharwal is an Equity Analyst focusing on the Energy sector, particularly oil and gas companies. In this role, he is responsible for analyzing and conducting in-depth fundamental research on energy companies globally to generate investment recommendations for multiple investment mandates and styles.

Regina Chi

Regina Chi, CFA®

VP & Portfolio Manager

AGF Investments Inc.

Regina Chi is Vice President and Portfolio Manager, AGF Investments. In this role, she has lead responsibility for AGF Investments’ Emerging Markets strategies and is focused on looking for quality companies with fundamental catalysts and long-term sustainable competitive advantages at attractive valuations. Regina is also a portfolio manager for one of the Growth Equity strategies. Regina is a member of the AGF Investments Asset Allocation Committee, a group of senior investment professionals that meet quarterly to discuss, analyze and assess the macroeconomic environment and capital markets to determine optimal asset allocations. She also serves as co-Chair of AGF’s Diversity, Equity and Inclusion Committee, which develops, creates organizational awareness around and promotes DEI best practices across the firm.

Richard Fisher

Richard Fisher, M.A. (Econ.)

Portfolio Manager

AGF Investments Inc.

Richard Fisher is portfolio manager of AGF Global Real Assets Fund/Class. He is also covering the role of Head of Equity Research on an interim basis leading the investment management research team.

Richard McGrath

Richard McGrath, M.Sc., CFA®

Portfolio Advisor

AGF International Advisors Company Ltd.

Richard McGrath is Executive Director and Head of Investments at AGF International Advisors (AGFIA). He serves as a senior advisor across the firm's mandates, with primary responsibility for European equity research.

Stephen Duench

Stephen Duench, CFA®

VP and Portfolio Manager, AGF Investments Inc. & Co Head, Highstreet Private Client †

AGF Investments Inc.

As Vice-President and Portfolio Manager, Stephen Duench is a key contributor to AGF’s quantitative investment platform. AGF’s Quantitative Investing team is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns. Stephen is the lead Portfolio Manager of the AGF Canadian Dividend Income Fund and AGF North American Dividend Income Fund and is central to the creation and support of AGF’s portfolio management tools, analysis and applications across both Canadian and global mandates.

The editor's desk

The editor's desk

Wai Tong

Wai Tong, MBA, P.Eng., CFA®

Senior Analyst

AGF Investments Inc.

Wai Tong is a Senior Analyst focused on growth equity mandates. Prior to taking on his current role, Wai was a Senior Analyst focused on the Industrials sector. Since joining AGF Investments in 2006, Wai has been working closely with the equity portfolio management team, contributing both top-down and bottom-up equity analysis. His contribution to the generation of ideas for the portfolios includes financial modeling and meetings with the management of companies considered for the portfolios.

Wyeth Wright

Wyeth Wright, CFA®

Senior Analyst

AGF Investments Inc.

Wyeth Wright is a Senior Analyst, focusing on Software and IT Services as well as Non-bank Financials.

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