Warren Goldblum, CFA, FRM, CAIA

PORTFOLIO MANAGER

Warren has over two decades of experience in equity valuation, investment management and portfolio construction.

His career includes significant institutional experience, notably in his role as a sell-side analyst at Deutsche Bank, where he was a Director in the Global Markets Equity Research division.

As a Portfolio Manager he oversees discretionary investment mandates focused on disciplined, long-term capital growth and risk management. Warren takes a private-market approach to public-market investment, leaning heavily on deep fundamental research at both a company and industry level with a strong emphasis on high-quality businesses.

From a technical capability perspective, Warren is a Chartered Financial Analyst (CFA) charterholder, holding both the Financial Risk Manager (FRM®) and Chartered Alternative Investment Analyst (CAIA) designations, as well as an MBA (Dean’s List) from the Rotman School of Management.

Additionally, he lectures part-time in his role as an Assistant Professor, at his alma mater, the Rotman School of Management at the University of Toronto.