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.