![Helen Chisholm-Owen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Chisholm-Owen began her investment career in 1977 as an analyst at Canada Life.
In 1979 she moved to Imperial Life where she was successively an Equity Analyst, a Senior Equity Analyst and, from 1985, a Portfolio Manager.
In 1989 Ms. Chisholm-Owen joined INDAGO, initially to manage a portfolio of large-capitalization companies, and later to manage a portfolio of small-capitalization companies.
Ms. Chisholm-Owen graduated from Queen's University with a BA in Economics and she holds the CFA designation.
She joined Laketon upon the 1999 merger of INDAGO and Laketon.
| Sociétés | Poste | Fin |
|---|---|---|
Laketon Investment Management
 Laketon Investment Management Investment ManagersFinance Laketon Investment Management is a bottom-up, large-cap, growth manager. With an emphasis on concentrated equity portfolios, the firm seeks out high-quality companies with strong growth prospects by applying a bottom-up investment approach that includes both quantitative and qualitative inputs. Laketon's active investment style focuses on high quality Canadian equities and is designed to create the appropriate balance between positive return generation in up markets and capital preservation in down markets. The firm's investment mandates tend to hold companies with these characteristics: large-cap bias; sustainable profitability; proven management teams; attractive history of return on capital; and strong free cash flow. Portfolios are well-diversified and are fully invested in a concentrated portfolio of 30 to 45 holdings. Laketon employs a responsive sell discipline that incorporates both tactical and fundamental buy/sell strategies. | Analyst-Equity | 31/12/2005 |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 2 |
|---|---|
Laketon Investment Management
Laketon Investment Management Investment ManagersFinance Laketon Investment Management is a bottom-up, large-cap, growth manager. With an emphasis on concentrated equity portfolios, the firm seeks out high-quality companies with strong growth prospects by applying a bottom-up investment approach that includes both quantitative and qualitative inputs. Laketon's active investment style focuses on high quality Canadian equities and is designed to create the appropriate balance between positive return generation in up markets and capital preservation in down markets. The firm's investment mandates tend to hold companies with these characteristics: large-cap bias; sustainable profitability; proven management teams; attractive history of return on capital; and strong free cash flow. Portfolios are well-diversified and are fully invested in a concentrated portfolio of 30 to 45 holdings. Laketon employs a responsive sell discipline that incorporates both tactical and fundamental buy/sell strategies. | Finance |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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