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Mark Andrew Irwin
Fondateur chez
DaVinci Capital Partners, Inc.
Profil
Mr. Mark A. Irwin, CFA, is Managing Director & Senior Portfolio Manager at DaVinci Capital Partners, Inc. He has over 19 years of experience performing research and financial analysis, and providing strategic guidance on structuring portfolios.
After working for several independent financial advisory firms, he founded Integrated Financial Consultants in 1999, a firm focused on structuring absolute return portfolios through the use of alternative investments.
In 2005, he co-founded GI Capital Corp, a discretionary investment management firm.
Since 2000, Mr. Irwin has trailblazed the sourcing, researching and analyzing of alternative investment strategies, including private debt and equity, hedge funds, real estate, and other niche strategies in Canada and the US.
He received his Bachelor's degree in Economics from Queen's University in 1993.
Between 1995 and 1998, he completed the Canadian Securities Course, the Professional Financial Planning Course and the Certified Financial Planning Course, and was awarded the CFP designation in 1998.
In 2000, he became a Chartered Financial Analyst, and he is a member of the CFA Institute.
Postes actifs de Mark Andrew Irwin
| Sociétés | Poste | Début |
|---|---|---|
DaVinci Capital Partners, Inc.
 DaVinci Capital Partners, Inc. Investment ManagersFinance DaVinci manages highly specialized, absolute return investment strategies. Portfolios are diversified across many asset classes such as traditional stocks and bonds, as well as, alternative assets including hedge funds, real estate, mortgages, managed futures, private equity, and private debt. The firm employs a top-down macro allocation and bottom-up security selection process. For investments that are smaller-cap, and/or longer-term, more emphasis is placed on fundamental analysis. For trading positions, the emphasis is more event-driven, and less focused on fundamentals. | Fondateur | 01/01/2005 |
Anciens postes connus de Mark Andrew Irwin
| Sociétés | Poste | Fin |
|---|---|---|
Integrated Financial Management. Inc.
 Integrated Financial Management. Inc. Investment ManagersFinance Integrated Financial Management (IFM) is a value manager that manages customized portfolios of equity, fixed-income and alternative investments that are based on each client's individual objectives, risk tolerance, time horizon, tax circumstances and liquidity requirements. The firm primarily uses individual securities as opposed to mutual funds, ETFs or other similar types of securities. Though not limited by sector, IFM tends to invest in the stocks of companies of all market-caps in the technology, services, communications and industrial services sectors. IFM selects securities based on their in-house, bottom-up research approach that analyzes companies of all market-caps, industries and sectors. They invest only in companies in which they believe there is a value to be gained. For diversification and to minimize risk and maximize returns, IFM also makes fixed-income and alternative investments. The firm's research process seeks to determine a fair value for an investment and to purchase it at a significant discount to that figure. They carefully monitor investments and employ strict guidelines for action if a stocks price hits certain levels on both the downside and upside. The firm performs in-house fundamental research to identify companies that are undervalued relative to their underlying growth prospects or future earnings potential. IFM does not restrict investments to companies of a certain size or industry. IFM's equity investment strategy is based on basic premises: (1) the value of a business is equal to the present value of its future cash flows and (2) Over time, the price and value of a company will converge. When evaluating an equity investment, the firm seeks to understand the company's balance sheet and income statement, as well as, the company's growth drivers and operational strengths. They look for companies with an established history of operating success with good growth prospects and a sustainable competitive advantage in their industry. IFM also looks for companies with above-average returns on invested capital. Free cash flow is also a significant criterion because it is the means by which management can create shareholder value. Once they have identified a company that meets their criteria, IFM uses a proprietary in-house valuation model to determine its fair price. Based on the determination of the company's intrinsic value, the firm then looks to purchase its stock at a discount to that value. IFM's fixed-income investment strategy is based on the idea that fixed-income investments can play an important role in nearly every portfolio, depending on the client's needs and the investments characteristics. The firm uses fixed-income investments to provide a steady stream of income, to reduce the overall risk level of a portfolio and to preserve capital, particularly when equity markets are weak. IFM seeks to maximize income generation by investing in a variety of fixed-income vehicles including taxable and tax-exempt bonds, agency bonds, inflation-protected bonds, preferred stocks and step-up bonds. To reduce overall portfolio volatility, they invest in high-credit-quality investments that have lower price volatility and a lower chance of default. The types of bonds they invest in are determined based on the current and anticipated future interest rate environment and the average length of time before those bonds mature. IFM also provides access to investments in non-traditional asset classes including hedge funds, fund-of-funds, private-equity funds, real estate and structured products. | Fondateur | - |
Formation de Mark Andrew Irwin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Integrated Financial Management. Inc.
Integrated Financial Management. Inc. Investment ManagersFinance Integrated Financial Management (IFM) is a value manager that manages customized portfolios of equity, fixed-income and alternative investments that are based on each client's individual objectives, risk tolerance, time horizon, tax circumstances and liquidity requirements. The firm primarily uses individual securities as opposed to mutual funds, ETFs or other similar types of securities. Though not limited by sector, IFM tends to invest in the stocks of companies of all market-caps in the technology, services, communications and industrial services sectors. IFM selects securities based on their in-house, bottom-up research approach that analyzes companies of all market-caps, industries and sectors. They invest only in companies in which they believe there is a value to be gained. For diversification and to minimize risk and maximize returns, IFM also makes fixed-income and alternative investments. The firm's research process seeks to determine a fair value for an investment and to purchase it at a significant discount to that figure. They carefully monitor investments and employ strict guidelines for action if a stocks price hits certain levels on both the downside and upside. The firm performs in-house fundamental research to identify companies that are undervalued relative to their underlying growth prospects or future earnings potential. IFM does not restrict investments to companies of a certain size or industry. IFM's equity investment strategy is based on basic premises: (1) the value of a business is equal to the present value of its future cash flows and (2) Over time, the price and value of a company will converge. When evaluating an equity investment, the firm seeks to understand the company's balance sheet and income statement, as well as, the company's growth drivers and operational strengths. They look for companies with an established history of operating success with good growth prospects and a sustainable competitive advantage in their industry. IFM also looks for companies with above-average returns on invested capital. Free cash flow is also a significant criterion because it is the means by which management can create shareholder value. Once they have identified a company that meets their criteria, IFM uses a proprietary in-house valuation model to determine its fair price. Based on the determination of the company's intrinsic value, the firm then looks to purchase its stock at a discount to that value. IFM's fixed-income investment strategy is based on the idea that fixed-income investments can play an important role in nearly every portfolio, depending on the client's needs and the investments characteristics. The firm uses fixed-income investments to provide a steady stream of income, to reduce the overall risk level of a portfolio and to preserve capital, particularly when equity markets are weak. IFM seeks to maximize income generation by investing in a variety of fixed-income vehicles including taxable and tax-exempt bonds, agency bonds, inflation-protected bonds, preferred stocks and step-up bonds. To reduce overall portfolio volatility, they invest in high-credit-quality investments that have lower price volatility and a lower chance of default. The types of bonds they invest in are determined based on the current and anticipated future interest rate environment and the average length of time before those bonds mature. IFM also provides access to investments in non-traditional asset classes including hedge funds, fund-of-funds, private-equity funds, real estate and structured products. | Finance |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
DaVinci Capital Partners, Inc.
DaVinci Capital Partners, Inc. Investment ManagersFinance DaVinci manages highly specialized, absolute return investment strategies. Portfolios are diversified across many asset classes such as traditional stocks and bonds, as well as, alternative assets including hedge funds, real estate, mortgages, managed futures, private equity, and private debt. The firm employs a top-down macro allocation and bottom-up security selection process. For investments that are smaller-cap, and/or longer-term, more emphasis is placed on fundamental analysis. For trading positions, the emphasis is more event-driven, and less focused on fundamentals. | Finance |
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