Portfolio managers Jonathan Norwood and Richard Wong succeed Lawrence Chin and Andrew Massie
The expansion will bring the independent investment-management firm closer to 40% of its client base
After filling a risk profile online, clients will be contacted by Antya Investments’ founder and portfolio manager to discuss investment options
Moves in the Canadian Fundamental Equity Team and U.S. Core Value Equity Team as a result of the imminent departure of two senior portfolio managers
Rick Weed takes over for departing Chuck Bastyr, among other changes
LSV Asset Management is a quantitative value equity manager that provides active management for institutional investors
ETF strategist joins Raymond James family
Rob Mikalachki joined the firm as a small-cap investment analyst in 1999
Scott Tomenson joins firm as co-owner and managing partner
Purchase enables Cougar to make its ETF portfolios available to a wide network across Canada