![Jon Parry](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Parry joined AEGON Capital Management in May 2006.
Mr. Parry has many years experience in the financial services industry.
He spent 10 years in Commercial and Corporate Banking as an Account Manager with two of Canada’s largest financial institutions.
Mr. Parry entered the investment business in 1994, spending 6 years as a financial advisor focusing on serving the needs of retail investors.
In November 2000, he joined Maxxum Financial where he spearheaded the institutional business.
The following year saw a merger between Maxxum and Mackenzie Financial where Mr. Parry spent 5 years, also on the institutional side of the money management business.
Mr. Parry has a B. Comm.
from the University of Windsor, and B.A. in Economics from the University of Western Ontario.
In addition, Jon holds both the Certified Investment Manager (C.I.M.) and the CFP designations.
Tidigare kända positioner av Jon Parry
| Företag | Position | Slut |
|---|---|---|
AEGON Capital Management, Inc.
 AEGON Capital Management, Inc. Investment ManagersFinance AEGON Capital Management's focus is to provide exceptional income and capital preservation solutions for their clients. The firm seeks to add value through their proprietary, bottom-up research that applies a prudent, disciplined and repeatable investment process. Equity and fixed income portfolios are built from the bottom-up based on thorough fundamental analysis. Rigorous internal research and modeling ensures that each investment decision is supported by objective information. The firm's hands-on research is over-laid with a top-down macro view supplemented by weekly team meetings in which portfolio positions are reviewed, debated and challenged in relation to their price targets and investment theses. AEGON builds focused, high-conviction portfolios with only 40 to 50 their best ideas making it into the portfolio. This leads to a relatively high concentration with the top ten holdings accounting for about 40% of total assets. They also have a strict upside and downside discipline: stocks are placed under formal review if they fall 10% and must offer compelling upside for purchase. For their income and yield portfolios, AEGON seeks to generate sustainable income and yield within equity portfolios. Their investment approach involves careful analysis of the TSX and S&P500 universe of companies to identify sustainable dividend payers, cutters and risers. When constructing equity income portfolios, AEGON is particularly interested in these high-quality dividend offerings that offer sustainable and growing yields. | Företagsledare/Principal | 2008-03-30 |
Jon Parrys utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
1
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
AEGON Capital Management, Inc.
AEGON Capital Management, Inc. Investment ManagersFinance AEGON Capital Management's focus is to provide exceptional income and capital preservation solutions for their clients. The firm seeks to add value through their proprietary, bottom-up research that applies a prudent, disciplined and repeatable investment process. Equity and fixed income portfolios are built from the bottom-up based on thorough fundamental analysis. Rigorous internal research and modeling ensures that each investment decision is supported by objective information. The firm's hands-on research is over-laid with a top-down macro view supplemented by weekly team meetings in which portfolio positions are reviewed, debated and challenged in relation to their price targets and investment theses. AEGON builds focused, high-conviction portfolios with only 40 to 50 their best ideas making it into the portfolio. This leads to a relatively high concentration with the top ten holdings accounting for about 40% of total assets. They also have a strict upside and downside discipline: stocks are placed under formal review if they fall 10% and must offer compelling upside for purchase. For their income and yield portfolios, AEGON seeks to generate sustainable income and yield within equity portfolios. Their investment approach involves careful analysis of the TSX and S&P500 universe of companies to identify sustainable dividend payers, cutters and risers. When constructing equity income portfolios, AEGON is particularly interested in these high-quality dividend offerings that offer sustainable and growing yields. | Finance |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Windsor
 University of Windsor Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
