![Rachel Margaret Davies](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>)
Profil
Ms. Rachel M.
Davies, CFA MBA, is a Portfolio Manager at 1832 Asset Management LP.
In 2016, she was promoted to Associate Portfolio Manager and Portfolio Manager in 2017.
Ms. Davies spent seven years at AGF/Acuity Investment Management as an Investment Analyst & Associate Portfolio Manager and was responsible for covering the North American healthcare and global clean technology sectors.
Prior to this, Rachel held Healthcare sector equity research and business analyst roles at RBC Capital Markets and Healthcare of Ontario Pension Plan.
She holds an MBA from Schulich School of Business, a Bachelor of Science (Biochemistry Major) degree from Queen’s University and was awarded the CFA designation in 2009.
Anciens postes connus de Rachel Margaret Davies
| Sociétés | Poste | Fin |
|---|---|---|
Acuity Investment Management, Inc.
 Acuity Investment Management, Inc. Investment ManagersFinance Acuity Investment Management (AIM) employs a value conscious growth-oriented equity investment style. The firm utilizes a disciplined, conservative approach to identifying and owning reasonably valued growth companies that can be held for the mid- to long-term. Their investment strategy emphasizes companies with viable business models derived from sustainable competitive advantages. To assist in identifying attractively valued securities and determining appropriate purchase prices, they perform rigorous financial analysis to identify companies with robust fundamentals. Bond portfolios are constructed around a core of high quality Government of Canada issues with short-, mid- and longer-term maturities. The remaining holdings tend to be quality (A, AA) provincial and corporate names with superior yield characteristics. | Gestionnaire de Portefeuille-Actions | 01/09/2010 |
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. | Analyst-Equity | 01/01/2016 |
Healthcare of Ontario Pension Plan
 Healthcare of Ontario Pension Plan Investment ManagersFinance HOOPP manages a global,?multi-asset class portfolio. Their strategy aims to diversify investments across asset classes, geography, time horizons and economic outcomes, to mitigate risk, enhance returns and ensure they can continue to deliver on their pension promise over the long term. The firm takes a total portfolio approach that guides the asset allocation of the Fund’s overall investment portfolio. This means HOOPP allocates capital and risk between asset classes and investment strategies as market conditions evolve. | Corporate Officer/Principal | - |
RBC Capital Markets LLC (Investment Management)
 RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC-IM uses a multi-manager, multi-asset-class approach that provides a range of strategies and investment vehicles and styles to ensure the appropriate diversification of investments. Investment strategies and asset mix used in the construction of portfolios may include a variety of securities including, but not limited to eligible equity securities (both foreign and domestic), investment grade bonds, escrowed to maturity bonds and fully pre-refunded bonds (both taxable and non-taxable), and wrap-eligible mutual funds and ETPs. | Corporate Officer/Principal | - |
Formation de Rachel Margaret Davies
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
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 |
Healthcare of Ontario Pension Plan
Healthcare of Ontario Pension Plan Investment ManagersFinance HOOPP manages a global,?multi-asset class portfolio. Their strategy aims to diversify investments across asset classes, geography, time horizons and economic outcomes, to mitigate risk, enhance returns and ensure they can continue to deliver on their pension promise over the long term. The firm takes a total portfolio approach that guides the asset allocation of the Fund’s overall investment portfolio. This means HOOPP allocates capital and risk between asset classes and investment strategies as market conditions evolve. | Finance |
Acuity Investment Management, Inc.
Acuity Investment Management, Inc. Investment ManagersFinance Acuity Investment Management (AIM) employs a value conscious growth-oriented equity investment style. The firm utilizes a disciplined, conservative approach to identifying and owning reasonably valued growth companies that can be held for the mid- to long-term. Their investment strategy emphasizes companies with viable business models derived from sustainable competitive advantages. To assist in identifying attractively valued securities and determining appropriate purchase prices, they perform rigorous financial analysis to identify companies with robust fundamentals. Bond portfolios are constructed around a core of high quality Government of Canada issues with short-, mid- and longer-term maturities. The remaining holdings tend to be quality (A, AA) provincial and corporate names with superior yield characteristics. | Finance |
York University
 York 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 |
RBC Capital Markets LLC (Investment Management)
RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC-IM uses a multi-manager, multi-asset-class approach that provides a range of strategies and investment vehicles and styles to ensure the appropriate diversification of investments. Investment strategies and asset mix used in the construction of portfolios may include a variety of securities including, but not limited to eligible equity securities (both foreign and domestic), investment grade bonds, escrowed to maturity bonds and fully pre-refunded bonds (both taxable and non-taxable), and wrap-eligible mutual funds and ETPs. | Finance |
