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To provide long-term capital growth through investment primarily in U.S. mid-capitalized equity investments and common stock equivalents.
Name | Title | Since | Until |
---|---|---|---|
Shanthu David | Portfolio Manager | 2021 | Now |
Biography | Shanthu David joined CIBC Asset Management in September 2007. Mr. David is a member of the Global Equity group, operating from within the firm's Investment Management Platform, and is a member of the Canadian equity small cap team. Mr. David has an MBA in Business Administration from the University of Western Ontario (London) and is also a CFA Charterholder. | ||
David Tron | Associate Portfolio Manager | 2021 | Now |
Biography | David is Portfolio Manager and North American Equity Analyst. He is responsible for providing research on the North American Technology sector. David is a CFA charterholder. | ||
Brendon Sattich | Associate Portfolio Manager | 2021 | Now |
Kenneth A. Tyszko | Managing Director & Senior Portfolio Manager | 2012 | 2021 |
Biography | Within RBC Global Asset Management (U.S.), Ken is responsible for Small-, SMid- and Mid-Cap Growth research and portfolio management. His industry experience includes portfolio management responsibilities at Oberweis Asset Management, ABN AMRO Asset Management (USA) Inc. and Sears Investment Management Company. Ken holds a Bachelor of Science degree in accountancy from the University of Illinois; he is certified as a CPA and is a CFA charterholder. | ||
Management Team | - | 2009 | 2012 |
Biography | Team Managed | ||
Ray Mawhinney | Head | 2001 | 2009 |
Biography | Ray Mawhinney is Senior Vice President and Senior Portfolio Manager. He has been in the investment industry since 1984. | ||
Carlton Neel | Senior Managing Director | 1992 | 2001 |
Biography | Carlton Neel is a Senior Managing Director and Portfolio Manager of Euclid (since September 2011) and a Senior Vice President of Zweig Advisers, LLC ("ZA"). For the period from July 2002 until April 2003, Mr. Neel was a managing director and principal of Shelter Rock Capital Partners, L.P., a market neutral hedge fund. Previously, he was senior portfolio manager for a number of the former Zweig mutual funds. Before joining Zweig in 1995, Mr. Neel was a vice president with J.P. Morgan & Company, Inc. He received a dual B.A. in economics and political science from Brown University. | ||
David Katzen | Senior Analyst | 1992 | 2000 |
Biography | Katzen is a portfolio manager and first vice president for Phoenix Investment Partners. He was director of research at R.J. Hoffman & Company from 1984 to 1985, and senior vice president at Goldsmith & Harris from 1985 to 1986. He began his career in 1980 as a senior analyst for Value Line. |
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