![Paul Carter](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>)
Paul Carter
Gestionnaire de Portefeuille-Actions chez
Capstone Asset Management Inc
Profil
Mr. Paul Carter, CFA, is a Senior Portfolio Manager at Capstone Asset Management Inc. He joined the Capstone team in 2022 with 30 years of experience in the investment industry, split between Canada and the United States.
He brings to Capstone a wealth of experience analyzing complex investment situations and adding value to client portfolios.
He serves as a key member of the firm’s Investment Management Team and is the lead manager for Capstone’s Canadian Equity Income strategy.
Mr. Carter has held a variety of roles over his career, including positions in the areas of portfolio management, investment research, and institutional investment consulting.
For over a decade he was a principal of two registered investment firms that managed limited partnership vehicles, focused on North American stocks, with one firm winning the top long/short equity manager prize at the Global Emerging Managers Awards.
He received his Bachelors of Commerce degree from the University of British Columbia.
Postes actifs de Paul Carter
| Sociétés | Poste | Début |
|---|---|---|
Capstone Asset Management Inc
 Capstone Asset Management Inc Investment ManagersFinance Capstone Asset Management is an active manager that invests by way of the traditional capital markets throughout North America and globally. Individual stocks are purchased at a discount to their intrinsic value and are a blend of small, mid and large cap equities diversified across sectors. Stocks are valued on a bottom-up approach using fundamental analysis. | Gestionnaire de Portefeuille-Actions | 01/06/2022 |
Formation de Paul Carter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of British Columbia
 University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capstone Asset Management Inc
Capstone Asset Management Inc Investment ManagersFinance Capstone Asset Management is an active manager that invests by way of the traditional capital markets throughout North America and globally. Individual stocks are purchased at a discount to their intrinsic value and are a blend of small, mid and large cap equities diversified across sectors. Stocks are valued on a bottom-up approach using fundamental analysis. | Finance |
