Profil
Mr. Todd M.
Parsons, CFA, is a Vice President at Lincluden Investment Management Ltd. He has over 20 years investment experience.
Mr. Parsons joined Lincluden as Vice President, Fixed Income.
Prior to joining Lincluden, he was a senior member of MFC Global Investment Managements' Canadian Total Return team.
He was responsible for actively managed fixed income assets with a focus on corporate debt for a variety of Canadian institutional and mutual fund clients.
Previously, Mr. Parsons managed U.S.
Fixed Income assets as a member of MFC Global's U.S.
Total Return Team.
He received his HBA degree from Brock University in 1994.
Anciens postes connus de Todd Mark Parsons
| Sociétés | Poste | Fin |
|---|---|---|
Lincluden Investment Management Ltd.
Lincluden Investment Management Ltd. Investment ManagersFinance Morguard Lincluden Global Investments employs traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Their valuation and portfolio structuring process incorporates a top-down approach to determine asset mix, and a bottom-up process to individual security selection. | Portfolio Manager-Fixed Income | 01/04/2024 |
Lincluden Management Ltd.
Lincluden Management Ltd. Investment ManagersFinance LIM's investment approach is based on the principles of value investing. They screen a broad universe of stocks in a search for cases of undervaluation. The broader economic, capital market and sector factors at work receive less weight in the firm's analysis than company-specific information. However, security analysts in the firm conduct their company-specific work based on consistent expectations regarding the larger economic environment. Decisions are based on thorough assessments of corporations and their managements in order to find securities selling at substantial discounts compared to their fair value. Original, in-depth, internally generated research is a cornerstone of their investment process. This disciplined method minimizes the influence of human emotions in the valuation process. Their sell discipline reflects a stock price reaching its calculated fair value, deteriorating fundamentals or the identification of a more attractive opportunity in the confines of a target asset mix policy. Each portfolio manager is responsible for researching companies within his areas of responsibility, making buy/sell decisions and executing transactions within policy guidelines. Portfolio managers are assigned sector responsibilities on a global basis. The focus of investment activity is on Canadian and U.S. equity markets. However, non-North American investments may be made by exception. LIM's fixed-income process begins with an economic overview. The key investment decision is duration. The decision reflects their long-term view of inflationary trends relative to the current level of interest rates and the shape of the yield curve. They believe that 'real interest rates' should be calculated using long-term inflationary expectations rather than the current rate of inflation. Exposure to credit risk through corporate, provincial and municipal government issues is a reflection of risk-reward analysis and detailed credit analysis. While rating agency reports are reviewed, they are not relied on. Internal analysis by the fixed income team, with support from the equity team as required, is the basis of security selection. In searching for the best value opportunities, LIM considers domestic and foreign markets. They are a domestic fixed-income manager but there are times when the Canadian market, or sectors within this market, are relatively over-priced, leading to the establishment of positions in foreign markets. Foreign exchange risk may be accepted, although the preference is to eliminate this risk through hedging. | Portfolio Manager-Fixed Income | 30/12/2011 |
Manulife Investment Management Ltd.
Manulife Investment Management Ltd. Investment ManagersFinance MIML’s expertise covers a full range of asset classes including equity, fixed income and alternative investments. The firm offers a broad range of investment strategies with differentiated investment processes driven by fundamental research. Their equity strategies span Canadian, US, Global/International, Asian and European regions and include a range of market-caps and investment styles. MIML’s fixed income process utilizes multiple sources of alpha supported by a fundamental, research-driven investment approach. The firm offers alternative investment strategies that focus on timber, agriculture, real estate, private equity & mezzanine, oil and gas, private placement debt, and commercial mortgage loans. Their offerings also include liability-driven investments, balanced and asset allocation strategies. | Portfolio Manager-Fixed Income | 31/03/2009 |
Formation de Todd Mark Parsons
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 4 |
|---|---|
Lincluden Management Ltd.
Lincluden Management Ltd. Investment ManagersFinance LIM's investment approach is based on the principles of value investing. They screen a broad universe of stocks in a search for cases of undervaluation. The broader economic, capital market and sector factors at work receive less weight in the firm's analysis than company-specific information. However, security analysts in the firm conduct their company-specific work based on consistent expectations regarding the larger economic environment. Decisions are based on thorough assessments of corporations and their managements in order to find securities selling at substantial discounts compared to their fair value. Original, in-depth, internally generated research is a cornerstone of their investment process. This disciplined method minimizes the influence of human emotions in the valuation process. Their sell discipline reflects a stock price reaching its calculated fair value, deteriorating fundamentals or the identification of a more attractive opportunity in the confines of a target asset mix policy. Each portfolio manager is responsible for researching companies within his areas of responsibility, making buy/sell decisions and executing transactions within policy guidelines. Portfolio managers are assigned sector responsibilities on a global basis. The focus of investment activity is on Canadian and U.S. equity markets. However, non-North American investments may be made by exception. LIM's fixed-income process begins with an economic overview. The key investment decision is duration. The decision reflects their long-term view of inflationary trends relative to the current level of interest rates and the shape of the yield curve. They believe that 'real interest rates' should be calculated using long-term inflationary expectations rather than the current rate of inflation. Exposure to credit risk through corporate, provincial and municipal government issues is a reflection of risk-reward analysis and detailed credit analysis. While rating agency reports are reviewed, they are not relied on. Internal analysis by the fixed income team, with support from the equity team as required, is the basis of security selection. In searching for the best value opportunities, LIM considers domestic and foreign markets. They are a domestic fixed-income manager but there are times when the Canadian market, or sectors within this market, are relatively over-priced, leading to the establishment of positions in foreign markets. Foreign exchange risk may be accepted, although the preference is to eliminate this risk through hedging. | Finance |
Brock University
Brock University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lincluden Investment Management Ltd.
Lincluden Investment Management Ltd. Investment ManagersFinance Morguard Lincluden Global Investments employs traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Their valuation and portfolio structuring process incorporates a top-down approach to determine asset mix, and a bottom-up process to individual security selection. | Finance |
Manulife Investment Management Ltd.
Manulife Investment Management Ltd. Investment ManagersFinance MIML’s expertise covers a full range of asset classes including equity, fixed income and alternative investments. The firm offers a broad range of investment strategies with differentiated investment processes driven by fundamental research. Their equity strategies span Canadian, US, Global/International, Asian and European regions and include a range of market-caps and investment styles. MIML’s fixed income process utilizes multiple sources of alpha supported by a fundamental, research-driven investment approach. The firm offers alternative investment strategies that focus on timber, agriculture, real estate, private equity & mezzanine, oil and gas, private placement debt, and commercial mortgage loans. Their offerings also include liability-driven investments, balanced and asset allocation strategies. | Finance |
















