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Phil Taller
Gestionnaire de Portefeuille-Actions chez
Mackenzie Financial Corp.
Profil
Mr. Philip A. Taller, CFA MBA, is a Senior Vice President & Portfolio Manager at Mackenzie Financial Corp.
His area of expertise is U.S.
mid-cap stocks.
His career in the investment industry began in 1991.
He began his investment career as a Research Associate.
Prior to joining Mackenzie Investments, Mr. Taller was a Portfolio Manager at an investment management company.
Before that time (and starting in 1995), he was at a leading Canadian mutual fund company as a Portfolio Manager on the Canadian equities team.
His focus was on bottom-up company analysis, and he co-managed in Canadian equities.
Mr. Taller received his Bachelor’s degree in Mathematics and Computer Science from the University of Waterloo and an MBA from the Schulich School of Business at York University.
He is also a CFA charter holder.
Postes actifs de Phil Taller
| Sociétés | Poste | Début |
|---|---|---|
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Gestionnaire de Portefeuille-Actions | 01/07/2011 |
Anciens postes connus de Phil Taller
| Sociétés | Poste | Fin |
|---|---|---|
Bluewater Investment Management, Inc.
 Bluewater Investment Management, Inc. Investment ManagersFinance Bluewater Investment Management employs a GARP investment approach that seeks to invest for the long-term in a small number of well-managed growth companies that can be purchased at a discount to their intrinsic value. The firm's valuation discipline is designed to add a strong element of capital preservation. Bluewater looks for companies with exceptional management teams and competitive advantages that will allow them to grow organically and at a rate faster than the economy. The firm tends to invest in companies with low financial capital requirements, high free cash flow, strong balance sheets and high returns on capital. They will sell an investment if they have lost their confidence in the company's management team, can no longer support their investment thesis, if there is a significant long-term negative change in the business or if the price has increased to a point where the business is overvalued by a large premium to the firm's assessment of fair value. When considering an investment, the firm builds detailed discounted cash flow models to assess the value of a business. This modeling process is based on an intensive review of the company's historical financials. Though not limited by sector, Bluewater tends to invest in the stocks of US and Canadian companies in the consumer services, commercial services and producer manufacturing sectors. The firm invests across all market-caps. | Gestionnaire de Portefeuille-Actions | 31/05/2011 |
Trimark Investment Management, Inc. | Corporate Officer/Principal | 01/09/1998 |
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Analyst-Equity | 31/12/1994 |
Bunting Warburg Dillon Read, Inc.
 Bunting Warburg Dillon Read, Inc. Containers/PackagingProcess Industries Provides paper and paperboard packaging services | Corporate Officer/Principal | 31/12/1993 |
Formation de Phil Taller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Finance |
Bluewater Investment Management, Inc.
Bluewater Investment Management, Inc. Investment ManagersFinance Bluewater Investment Management employs a GARP investment approach that seeks to invest for the long-term in a small number of well-managed growth companies that can be purchased at a discount to their intrinsic value. The firm's valuation discipline is designed to add a strong element of capital preservation. Bluewater looks for companies with exceptional management teams and competitive advantages that will allow them to grow organically and at a rate faster than the economy. The firm tends to invest in companies with low financial capital requirements, high free cash flow, strong balance sheets and high returns on capital. They will sell an investment if they have lost their confidence in the company's management team, can no longer support their investment thesis, if there is a significant long-term negative change in the business or if the price has increased to a point where the business is overvalued by a large premium to the firm's assessment of fair value. When considering an investment, the firm builds detailed discounted cash flow models to assess the value of a business. This modeling process is based on an intensive review of the company's historical financials. Though not limited by sector, Bluewater tends to invest in the stocks of US and Canadian companies in the consumer services, commercial services and producer manufacturing sectors. The firm invests across all market-caps. | Finance |
Trimark Investment Management, Inc. | |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Finance |
Bunting Warburg Dillon Read, Inc.
Bunting Warburg Dillon Read, Inc. Containers/PackagingProcess Industries Provides paper and paperboard packaging services | Process Industries |
The University of Waterloo
 The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Schulich School of Business
 The Schulich School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
