Marc Sheard, CFA

Portfolio Manager, Equities

Marc brings over 10 years of investment analysis experience for a combined financial services industry experience of 15 years.

Marc  previously worked for BCI, which is the BC pension fund, for the past 8 years. His last role was as a Portfolio Manager for a Global Active Equity Fund.

He graduated from McMaster University with an Honors Commerce Degree with a major in Finance and is a Chartered Financial Analyst.

“My philosophy revolves around investing in companies with growing competitive advantages that are run by talented management teams and purchasing them at a discount to intrinsic value. Companies with this profile are able to compound cash flows at a rapid rate and have opportunities to reinvest this money back into the business at high incremental returns.”