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William James Aldridge
Gestionnaire de Portefeuille-Actions chez
Mackenzie Financial Corp.
Profil
Mr. William J.
Aldridge, CFA MBA, is a Senior Vice President, Portfolio Manager & Team Co-Lead at Mackenzie Financial Corp.
He covers the materials, energy, consumer discretionary and real estate investment trust sectors.
His career in the investment industry began in 2002.
He joined Howson Tattersall Investment Counsel in 2006, and the company became part of Mackenzie Investments in 2008.
Prior to 2006, he was an Equity Analyst at a Canadian independent broker-dealer covering real estate, transportation and special situations.
Mr. Aldridge received his Bachelor of Science degree from the University of British Columbia, an MBA from the Richard Ivey School of Business and is a CFA charterholder.
Postes actifs de William James Aldridge
| 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 | 01/01/2008 |
Anciens postes connus de William James Aldridge
| Sociétés | Poste | Fin |
|---|---|---|
Howson Tattersall Investment Counsel Ltd.
 Howson Tattersall Investment Counsel Ltd. Investment ManagersFinance Howson Tattersall Investment Counsel's (HTIC) fixed-income investment process applies multiple strategies, with no one dominant style. The firm adds value primarily through interest rate anticipation and yield enhancement strategies, and also incorporates relative value trade strategies. Their fixed-income selection process is based on a four-step, top-down portfolio management approach. The first step is developing a macroeconomic view, which consists of a thorough analysis of economic strength or weakness - the guiding force to the future path of interest rates and inflation. Next, through economic analysis HTIC determines how to position themselves on duration relative to the benchmark and decides where on the yield curve to execute their strategy. Drawing on the conclusions from the first two steps, they determine sector weights, industry weights and average corporate credit quality to pinpoint potentially attractive investments. Finally, using in-house credit analysis to indicate under- or overvalued bonds, HTIC decides what type of bond structure to purchase with specific attention given to those issuers that are not heavily followed by rating agencies or brokers. HTIC's equity investment process is based on value investing. Designed to uncover companies with stock prices below fair market value, the research process begins by screening stocks using their proprietary valuation model. Based on criteria that focus on estimates of the long-term profitability of a company rather than short-term forecasts of earnings, the firm determines a fair market value for each company in the research universe. After narrowing the universe of potential investments to companies with attractive quantitative factors, they undertake independent qualitative research which involves reviewing financial statements and meeting with company management. They also use a variety of valuation metrics rather than limiting investment opportunities to a single touchstone of value. Risk control is achieved by ensuring that all portfolios are widely diversified. HTIC audits consistency by verifying criteria such as the median market cap, price-to-book value and price-to-cash flow to confirm that their portfolios financial characteristics are less expensive than the overall market. HTIC's valuation model not only provides the portfolio managers with new purchase candidates, but it also provides a warning sign when successful holdings become too highly priced. A comparison with current market prices highlights companies trading both below our estimate of fair market value (purchase candidates) and those above fair market value (sell candidates). Though not limited by sector, the firm tends to invest in the stocks of US and Canadian companies in the finance, non-energy minerals, energy minerals and industrial services sectors. HTIC invests across all market-caps. | Gestionnaire de Portefeuille-Actions | 31/08/2010 |
Formation de William James Aldridge
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
61
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
Howson Tattersall Investment Counsel Ltd.
Howson Tattersall Investment Counsel Ltd. Investment ManagersFinance Howson Tattersall Investment Counsel's (HTIC) fixed-income investment process applies multiple strategies, with no one dominant style. The firm adds value primarily through interest rate anticipation and yield enhancement strategies, and also incorporates relative value trade strategies. Their fixed-income selection process is based on a four-step, top-down portfolio management approach. The first step is developing a macroeconomic view, which consists of a thorough analysis of economic strength or weakness - the guiding force to the future path of interest rates and inflation. Next, through economic analysis HTIC determines how to position themselves on duration relative to the benchmark and decides where on the yield curve to execute their strategy. Drawing on the conclusions from the first two steps, they determine sector weights, industry weights and average corporate credit quality to pinpoint potentially attractive investments. Finally, using in-house credit analysis to indicate under- or overvalued bonds, HTIC decides what type of bond structure to purchase with specific attention given to those issuers that are not heavily followed by rating agencies or brokers. HTIC's equity investment process is based on value investing. Designed to uncover companies with stock prices below fair market value, the research process begins by screening stocks using their proprietary valuation model. Based on criteria that focus on estimates of the long-term profitability of a company rather than short-term forecasts of earnings, the firm determines a fair market value for each company in the research universe. After narrowing the universe of potential investments to companies with attractive quantitative factors, they undertake independent qualitative research which involves reviewing financial statements and meeting with company management. They also use a variety of valuation metrics rather than limiting investment opportunities to a single touchstone of value. Risk control is achieved by ensuring that all portfolios are widely diversified. HTIC audits consistency by verifying criteria such as the median market cap, price-to-book value and price-to-cash flow to confirm that their portfolios financial characteristics are less expensive than the overall market. HTIC's valuation model not only provides the portfolio managers with new purchase candidates, but it also provides a warning sign when successful holdings become too highly priced. A comparison with current market prices highlights companies trading both below our estimate of fair market value (purchase candidates) and those above fair market value (sell candidates). Though not limited by sector, the firm tends to invest in the stocks of US and Canadian companies in the finance, non-energy minerals, energy minerals and industrial services sectors. HTIC invests across all market-caps. | Finance |
University of British Columbia
 University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Richard Ivey School of Business
 Richard Ivey School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
