![Jackie Lycett](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>)
Profil
Ms. Jackie Lycett joined CI Investments, Inc. from KBSH Capital Management, Inc. in January 2009.
Prior to joining KBSH in 1994, she spent 5 years at MuCana Investment Counselling (now known as Leggmason Canada), trading North American equities and in the latter years running the equity trading desk.
Ms. Lycett is a graduate of Wilfrid Laurier University (BA and Business Diploma).
She has completed the CSC and the CIF I &II with honours.
She is a member and Past President of the Institutional Equity Traders Association of Toronto, and a member of the Buy-Side Investment Management Association, Inc.
Anciens postes connus de Jackie Lycett
| Sociétés | Poste | Fin |
|---|---|---|
KBSH Leaders Trust
 KBSH Leaders Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 12/04/2013 |
KBSH Capital Management, Inc.
 KBSH Capital Management, Inc. Investment ManagersFinance KBSH Capital Management is a growth manager that employs fundamental financial analysis and a disciplined security selection process. The firm seeks to maintain above average risk-adjusted performance over the long-term. KBSH's equity selection approach is based on bottom-up analysis. They seek growth companies with strong sales, superior cash flows, high ROE and reasonable valuations. Other considerations include management strength, industry dynamics, the integrity of accounting policies and the quality of the balance sheet. KBSH tends to invest in the stocks of US and Canadian companies in the finance, technology services and industrial services sectors. The firm invests across all market-caps and maintains a high turnover rate. KBSH's fixed-income management begins with a macroeconomic outlook. The firm employs interest rate forecast to determine portfolio duration and term structure. Sector and security selection results from a combination of rate levels, yield spreads and credit analysis. | Trading-Equity | 31/12/2008 |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Trading-Equity | - |
Formation de Jackie Lycett
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
35
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
KBSH Capital Management, Inc.
KBSH Capital Management, Inc. Investment ManagersFinance KBSH Capital Management is a growth manager that employs fundamental financial analysis and a disciplined security selection process. The firm seeks to maintain above average risk-adjusted performance over the long-term. KBSH's equity selection approach is based on bottom-up analysis. They seek growth companies with strong sales, superior cash flows, high ROE and reasonable valuations. Other considerations include management strength, industry dynamics, the integrity of accounting policies and the quality of the balance sheet. KBSH tends to invest in the stocks of US and Canadian companies in the finance, technology services and industrial services sectors. The firm invests across all market-caps and maintains a high turnover rate. KBSH's fixed-income management begins with a macroeconomic outlook. The firm employs interest rate forecast to determine portfolio duration and term structure. Sector and security selection results from a combination of rate levels, yield spreads and credit analysis. | Finance |
KBSH Leaders Trust
KBSH Leaders Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
Wilfrid Laurier University
 Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
