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Kevin John Elliott
Gestionnaire de Portefeuille-Actions chez
Summerhill Capital Management, Inc.
Profil
Mr. Kevin J.
Elliott, CFA MBA, is a Partner at Summerhill Capital Management, Inc.
He began his extensive career at CN Investments, then went on to become Chief Investment Officer and Director of Equities at Laketon Investment Management, where he established a highly regarded performance record managing multi-billion dollar institutional portfolios.
Mr. Elliott then joined Fidelity Investments as a Global Equity Portfolio Manager, managing several billion dollars in client funds.
Following Fidelity, he became a Partner at Summerhill Capital Management where he believed investing for high net worth clients offered him the best alignment with how he likes to invest for himself and his family.
Mr. Elliott received his Bachelor of Engineering degree from McGill University and an MBA degree from Queen’s University.
Postes actifs de Kevin John Elliott
| Sociétés | Poste | Début |
|---|---|---|
Summerhill Capital Management, Inc.
 Summerhill Capital Management, Inc. Investment ManagersFinance Summerhill Capital Management customizes each portfolio after a thorough assessment of the client’s individual lifestyle requirements, either placing the emphasis on growth and capital gains when income requirements are minimal, or on income generation and capital preservation to provide current income while preserving wealth for future generations. The firm focuses on long-term themes and strategic investments that can be held in a portfolio for several years, doing extensive research and investing in a limited number of outstanding businesses that clients will be able to watch develop over time. They travel all over the world to meet with management of the best in class companies within each industry in order to ensure that they meet their investment criteria. | Gestionnaire de Portefeuille-Actions | 01/03/2010 |
Anciens postes connus de Kevin John Elliott
| 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. | Directeur de la Recherche - Actions | 01/05/2008 |
Canadian National Railway Co. (Investment Management)
 Canadian National Railway Co. (Investment Management) Investment ManagersFinance CN Investment Division invests and administers various benefit plans of CN, the assets of which are held in separate trust funds which are diversified by asset type, country and investment strategies. | Corporate Officer/Principal | - |
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. | Directeur en chef des Investissements | - |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices. | Gestionnaire de Portefeuille-Actions | - |
Formation de Kevin John Elliott
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Fidelity Investments Canada ULC
Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices. | Finance |
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 |
McGill University
 McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Canadian National Railway Co. (Investment Management)
Canadian National Railway Co. (Investment Management) Investment ManagersFinance CN Investment Division invests and administers various benefit plans of CN, the assets of which are held in separate trust funds which are diversified by asset type, country and investment strategies. | Finance |
Summerhill Capital Management, Inc.
Summerhill Capital Management, Inc. Investment ManagersFinance Summerhill Capital Management customizes each portfolio after a thorough assessment of the client’s individual lifestyle requirements, either placing the emphasis on growth and capital gains when income requirements are minimal, or on income generation and capital preservation to provide current income while preserving wealth for future generations. The firm focuses on long-term themes and strategic investments that can be held in a portfolio for several years, doing extensive research and investing in a limited number of outstanding businesses that clients will be able to watch develop over time. They travel all over the world to meet with management of the best in class companies within each industry in order to ensure that they meet their investment criteria. | Finance |
