Abhishek Ashok, M.A., MFE, CFA®
Analyst
AGF Investments Inc.
Abhishek Ashok is an Equity Analyst covering the Global Consumer Staples Sector.
Ash Lawrence, MBA
Head of AGF Capital Partners
AGF Investments Inc.
Ash Lawrence is Head of AGF Capital Partners, AGF Management Limited’s diversified alternatives business with extensive capabilities across both private assets and alternative strategies. Ash is also a member of AGF’s Executive Management Team where he assists in the development and execution of AGF’s overall business strategy providing insight and vision that promotes AGF’s long-term growth.
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. In December, 2018, Goldring was succeeded as CEO by Kevin McCreadie and assumed the role of Executive Chairman. Under his leadership, AGF has diversified its business, evolving into an independent and globally diverse asset management firm whose companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. 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. At the same time, he provides leadership to AGF’s Board of Directors in carrying out its collective responsibilities to supervise the management of the business and affairs of the company.
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, MBA, CFA®
Senior Analyst
AGF Investments Inc.
Grace Huang is a Senior Analyst focusing on the Information Technology and Communication Services sectors.
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, 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, MBA, CFA®
Portfolio Manager
AGF Investments Inc.
Jean-Sébastien Nadeau serves as a Portfolio Manager on the AGF Investments Fixed Income Team. His main focus is to support the management of the AGF Fixed Income Plus Fund and the AGF Global Corporate Bond Fund through fundamental and credit research as well as portfolio construction.
John Christofilos
Senior Vice-President, Chief Trading Officer and Investment Management, Operations Strategy
AGF Investments Inc.
John Christofilos leads a team responsible for trading AGF’s Assets Under Management across its Retail, Institutional and Private Client portfolios. He is also a member of AGF’s Business Development unit with responsibility for reviewing and leading Capital Markets opportunities and technology advancements. John is a member of The Office of the CIO – a structure within AGF’s Investment Management team. This leadership structure encourages and further embeds collaboration and active accountability across the Investment Management team and the broader organization.
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, 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
Senior Analyst
AGF Investments Inc.
Lazar Naiker is a Senior Analyst focused on the Industrials sector.
Ling Han, M.Sc., MBA, CFA®
Analyst
AGF Investments Inc.
Ling Han is an Analyst focused on the Chemicals and Healthcare sectors.
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, 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, 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, CFA®
VP & Portfolio Manager
AGF Investments Inc.
Regina Chi has lead responsibility for AGF Investments’ Emerging Markets strategies. She looks for quality companies with fundamental catalysts and long-term sustainable competitive advantages at attractive valuations. 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, 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, 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.
Steve Bonnyman, MBA, CFA®
VP, Portfolio Manager and Head of Equity Research
AGF Investments Inc.
Stephen Bonnyman is Head of Equity Research and Portfolio Manager of AGF’s Global Real Asset portfolios. Working closely with the AGF research teams, Steve focuses on identifying companies with advantaged business models, solid balance sheets, favourable cost structures, attractive valuations or unrecognized growth. Steve is a member of the AGF Asset Allocation Committee (AAC), which is comprised of senior portfolio managers who are responsible for various regions and asset classes. The AAC meets regularly to discuss, analyze and assess the macro-economic environment and capital markets in order to determine optimal asset allocation recommendations.
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.
Stephen Way, CFA®
SVP and Head of Global & Emerging Markets Equities
AGF Investments Inc.
Steve Way leads portfolio management responsibilities for global equity and global dividend mandates at AGF Investments. As the architect of the Economic Value Added (EVA)-based investment process used for these industry-leading mandates, he is supported by a team that uses its collective experience to locate opportunities unrecognized by the market. Steve 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. He is also a member of the AGF Investments Asset Allocation Committee (AAC), which consists of senior portfolio managers who are responsible for various regions and asset classes. The AAC meets regularly to discuss, analyze and assess the macro-economic environment and capital markets in order to determine optimal asset allocation recommendations.
Tingting Lu, Ph.D., CFA®
Portfolio Manager
AGF Investments Inc.
Tingting Lu serves as Portfolio Manager of the AGF U.S. Sector Strategy, including its related Funds and Separately Managed Accounts (SMAs). With her extensive background in quantitative research and investing, she contributes to the development and enhancement of AGF’s quantitative investment strategies, and works with the rest of investment team on managing equity, fixed income and multiasset portfolios.
Tom Nakamura, CFA®
VP & Portfolio Manager, Currency Strategy and Co-Head of Fixed Income
AGF Investments Inc.
As Co-Head of Fixed Income, Tom brings more than 15 years of experience managing a wide array of portfolios and is a key contributor to the team's analysis of the global macroeconomic landscape, with specific emphasis on currencies. He is responsible for developing currency strategy and providing counsel on the implications of currency moves for the firm.
Wai Tong, MBA, P.Eng., CFA®
Senior Analyst
AGF Investments Inc.
Wai Tong is 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, CFA®
Senior Analyst
AGF Investments Inc.
Wyeth Wright is a Senior Analyst, focusing on Software and IT Services as well as Non-bank Financials.