Joined Fidelity
- 2000
Industry experience
- 29 years
Career experience
- Chartered professional accountant and an auditor, RSM Richter
Education
- Bcom, McGill University
- MBA, Cornell University
Designation
- CPA
My investment approach focuses on finding both value and income across all income oriented asset classes. I am constantly monitoring three key risks in the portfolio; credit risk, duration risk and equity risk with the goal of providing an attractive level of income, capital appreciation and most importantly downside protection.
Funds managed
Portfolio manager
-
Fidelity Strategic Income Fund
(Also available through Trust US$ and Trust currency neutral)
Portfolio co-manager
-
Fidelity Tactical High Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)