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Marcello Montanari began his career in the investment industry in 1992. Prior to joining the firm, Marcello worked at Canadian Bond Rating Service (now Standard & Poor's), where he helped determine credit ratings for telecommunications and media companies.

Marcello has been a portfolio manager and member of the team since 1999. He earned a Bachelor of Commerce degree in finance from Concordia University in Montreal and is a CFA charterholder.


Team

Rigorous fundamental research identifies companies able to achieve consistent results through various market conditions