Charan Sanghera, CFA

Senior Associate Portfolio Manager

Charan is a CFA Charterholder and has over 10 years of experience in the Financial Services industry. Charan joins us from BCI, where he worked on a US Small Cap Fund since 2019. Prior to BCI Charan worked at RBC Capital Markets in Equity Research for over 5 years with a  focus on Canadian Diversified Financials and North American Forest Products. Charan also has experience in a client facing role as an Investment and Retirement Planner at RBC Wealth Management. Charan hopes to be a life-long learner, devoting time to books, audiobooks and podcasts as well as spending time with his family, hiking and exercising.

He has a Bachelor of Business Administration degree from  Simon Fraser University with a dual concentration in Finance and Marketing.

Philosophy

“What is in favour in the stock market is always in flux, with what seems to be an increasing amount of unpredictability. While it is important to study the currents in which we swim as investors, I believe it is most important to focus on what is enduring over time. To me this means filtering through the noise and investing in leading businesses with resilient and growing competitive advantages and/or companies that may be evolving into future leaders. Combined with a long-term focus, I believe this is the path to durable wealth creation over time. ”