Founded in 2004 and 100% employee-owned, we invest alongside our clients using a momentum-based investment process.
We offer carefully engineered portfolios designed to meet the precise needs of our clients. But what unites our strategies is our focus on maximizing risk-adjusted returns.
Our innovative strategies are rooted in fundamental change, sophisticated modelling, stress testing and forward thinking to maximize returns for each intended risk.
Our agile and sophisticated controls constantly test and retest our outlook and allocations (disrupting our assumptions).
Our founding portfolio managers believe in the same investment philosophy and rely on the same disciplined, consistent and repeatable momentum-based investment process when constructing and managing our clients’ portfolios.
David is a founding partner of Picton Mahoney Asset Management, President, and Lead Portfolio Manager responsible for Canadian equity strategies. David has been a prominent presence in the Canadian investment industry for the past several decades. Highlights of his career include launching Synergy Asset Management in 1997 and working as its lead Canadian momentum portfolio manager (some of those mandates he continues to manage today), and spending eight years as Head of Quantitative Research at RBC Dominion Securities, where he was one of the top-ranked analysts in his sector. David holds an Honours Bachelor of Commerce degree from the University of British Columbia.
Jeffrey Bradacs, CFA
Jeffrey is Portfolio Manager at Picton Mahoney Asset Management (PMAM), specializing in Canadian equities. Prior to joining PMAM in 2017, Jeffrey was a Vice-President and Senior Portfolio Manager at BMO Global Asset Management where he was the Lead Portfolio Manager for Canadian large-cap equity portfolios (with over $6 billion in assets under management). Prior to that, he spent over a decade at Manulife Asset Management, joining as an Analyst and progressing to Managing Director, Portfolio Manager, with responsibility for Canadian equity portfolios managed with a blend of fundamental and quantitative analysis. Jeffrey holds the Chartered Financial Analyst designation and an Honours Business Administration degree from the Richard Ivey School of Business (University of Western Ontario).
Michael Kimmel, CFA
Michael Kimmel is a founding partner of Picton Mahoney Asset Management and a Portfolio Manager responsible for global and American equity strategies. Michael began his work in the industry in 1998 as both an analyst and associate at N M Rothschild & Sons, a boutique investment bank specializing in mergers and acquisitions. Thereafter, Michael served as an investment analyst at UBS Global Asset Management and Synergy Asset Management. Michael holds a Bachelor of Commerce degree from McGill University and the Chartered Financial Analyst designation.
Michael Kuan, CFA
Michael Kuan is a founding partner of Picton Mahoney Asset Management and a Portfolio Manager responsible for international investments. Michael began his career at Scotia Capital in 1997, where he was a Manager of Market Risk. He then joined Synergy Asset Management in 2002 as an Investment Analyst. Michael holds an MBA from the University of Toronto and the Chartered Financial Analyst designation.
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