Profil
Mr. Paget A. Warner, CFA, is Equity Portfolio Manager at Yorkville Asset Management, Inc.
Mr. Warner was previously employed as Chief Investment Officer & Portfolio Manager by Kingsmont Investment Management, Inc., a Portfolio Manager by Pathway Investment Counsel, Inc., Vice President by Wickham Investment Counsel, Inc., a Principal by 1832 Asset Management LP, and Ontario Hydro International, Inc.
He received his undergraduate degree from the University of Toronto and an MBA from the University of Toronto.
Anciens postes connus de Paget Arthurlyn Warner
| Sociétés | Poste | Fin |
|---|---|---|
Kingsmont Investment Management, Inc.
Kingsmont Investment Management, Inc. Investment ManagersFinance Kingsmont Investment Management specializes in managing investments in global and North American equities. Their investment approach emphases disciplined fundamental research, rigorous due diligence and sound risk management. Their investment strategy is based on a core value philosophy that seeks preservation of capital, a patient approach to wealth creation and a long-term time horizon. The firm invests in excellent businesses that are trading at a discount to their private market value, intrinsic value or true worth. In general, the firm tends to invest in the stocks of small-cap Canadian companies in the non-energy minerals, energy minerals and utilities sectors. Kingsmont employs proprietary methods to screen a large universe to identify companies that exhibit specific metrics that are likely to generate above average ROE, while mitigating downside risk. From this smaller group of companies, they conduct fundamental, quantitative and qualitative research to find companies with the following attributes: (1) operational excellence (2) a strong financial position (3) a strong position in the market place and (4) competent, proven management. Then Kingsmont determines what each company would be worth in a private transaction and its true intrinsic value. To ensure an adequate margin of safety, the firm only purchases those companies that are trading at a meaningful discount to that valuation. | Fondateur | 25/04/2009 |
Pathway Investment Counsel, Inc.
Pathway Investment Counsel, Inc. Investment ManagersFinance Pathway Investment Counsel focuses on the oil, gas and metals industries | Gestionnaire de Portefeuille-Actions | 31/03/2007 |
Wickham Investment Counsel, Inc.
Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham aims for optimal risk-adjusted returns through security selection and an appropriate and diversified asset mix. The firm uses a modified value approach for equities, with an initial focus on free cash flow yield and growth, using quantitative screens. On the fixed income side, they actively manage the term structure and quality of bonds to add value. | Gestionnaire de Portefeuille-Actions | 26/12/2006 |
1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 AM employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. The firm invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach to add positive incremental gains over time. | Corporate Officer/Principal | - |
Ontario Hydro International, Inc.
Ontario Hydro International, Inc. Electric UtilitiesUtilities Provides hydro electric power generation | Corporate Officer/Principal | - |
Formation de Paget Arthurlyn Warner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Wickham Investment Counsel, Inc.
Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham aims for optimal risk-adjusted returns through security selection and an appropriate and diversified asset mix. The firm uses a modified value approach for equities, with an initial focus on free cash flow yield and growth, using quantitative screens. On the fixed income side, they actively manage the term structure and quality of bonds to add value. | Finance |
1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 AM employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. The firm invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach to add positive incremental gains over time. | Finance |
University of Toronto
University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pathway Investment Counsel, Inc.
Pathway Investment Counsel, Inc. Investment ManagersFinance Pathway Investment Counsel focuses on the oil, gas and metals industries | Finance |
Ontario Hydro International, Inc.
Ontario Hydro International, Inc. Electric UtilitiesUtilities Provides hydro electric power generation | Utilities |
Kingsmont Investment Management, Inc.
Kingsmont Investment Management, Inc. Investment ManagersFinance Kingsmont Investment Management specializes in managing investments in global and North American equities. Their investment approach emphases disciplined fundamental research, rigorous due diligence and sound risk management. Their investment strategy is based on a core value philosophy that seeks preservation of capital, a patient approach to wealth creation and a long-term time horizon. The firm invests in excellent businesses that are trading at a discount to their private market value, intrinsic value or true worth. In general, the firm tends to invest in the stocks of small-cap Canadian companies in the non-energy minerals, energy minerals and utilities sectors. Kingsmont employs proprietary methods to screen a large universe to identify companies that exhibit specific metrics that are likely to generate above average ROE, while mitigating downside risk. From this smaller group of companies, they conduct fundamental, quantitative and qualitative research to find companies with the following attributes: (1) operational excellence (2) a strong financial position (3) a strong position in the market place and (4) competent, proven management. Then Kingsmont determines what each company would be worth in a private transaction and its true intrinsic value. To ensure an adequate margin of safety, the firm only purchases those companies that are trading at a meaningful discount to that valuation. | Finance |
Yorkville Asset Management, Inc.
Yorkville Asset Management, Inc. Investment ManagersFinance Yorkville creates and maintains a personalized investment portfolio on their client’s behalf. In this process, the firm’s experienced team of professionals evaluates client investment objectives and goals, along with their risk tolerance, to specifically tailor their portfolio. | Finance |
















