Our team

Portfolio management Client service and compliance

Portfolio management

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Lloyd E. Rowlett, CFA

Founder and Chairman

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Ratul Kapur, CFA

President and CIO

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Drew Thiessen, CFA

Portfolio Manager

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Simon Chiu, CFA

Portfolio Manager

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Brenna Phelan, CFA

Portfolio Manager

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Marcus Rowlett, CFA

Senior Analyst

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Client service and compliance

Tim Bradshaw, CFA

Vice President,
Compliance Officer

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