Profile
Mr. James F.
MacDonald, CFA, is Senior Vice President & Co-Chief Investment Officer at Addenda Capital, Inc.
Mr. MacDonald worked at Prudential Bache Securities in Institutional Sales and at Crown Life Insurance, where he advanced through equity research, finishing as a US Equity Portfolio Manager.
Mr. MacDonald received his BA degree from The University of Waterloo and his MBA from McMaster University.
Jim MacDonald active positions
| Companies | Position | Start |
|---|---|---|
Superior Plus, Inc.
Superior Plus, Inc. Home Improvement ChainsRetail Trade Distributes propane and gypsum wallboard products | Director/Board Member | 27/09/2010 |
Former positions of Jim MacDonald
| Companies | Position | End |
|---|---|---|
Addenda Capital, Inc.
Addenda Capital, Inc. Investment ManagersFinance Addenda Capital is committed to sustainable investing and favors a disciplined approach to long-term investing. | Chief Investment Officer | 01/01/2016 |
Co-Operators Investment Counselling Ltd.
Co-Operators Investment Counselling Ltd. Investment ManagersFinance CIC offers a variety of investment products, including Canadian and U.S. equities and fixed-income for balanced and specialist mandates. Specialist mandates include expertise in socially responsible investing, Canadian equities, U.S. equities, and fixed-income, such as interest rate anticipation, interest rate plus, high yield, short-term, long-term and duration constrained bonds. The firm's equity portfolios are actively managed. Top-down sector emphasis is applied to construct Canadian equity portfolios. The equity team formulates a portfolio strategy based on the themes and sectors that benefit from the forecast environment. Within these sectors, value and growth companies, with a bias to value, are selected. Excellent company management, product momentum, a strong balance sheet and a stock price that has not yet discounted the company's potential are all characteristics of their Canadian equity portfolios. CIC's active fixed-income style applies multiple investment strategies to the management of bonds. Based on economic and market forecasts derived from our top-down approach, the fixed-income team employs a range of investment strategies, such as interest rate anticipation, yield curve management, trading among sectors, individual security selection and credit analysis to moderate risk and enhance portfolio returns. The firm uses a team approach to investment management. Portfolio managers, specialized by asset class, operate from the same investment outlook and participate in the asset mix decision. | Director of Research - Equity | 31/03/2008 |
ScotiaMcLeod, Inc.
ScotiaMcLeod, Inc. Investment Banks/BrokersFinance Provides brokerage services | Director/Board Member | - |
| CYMBRIA CORPORATION | Director/Board Member | - |
Crown Life Insurance Co.
Crown Life Insurance Co. Life/Health InsuranceFinance Provides life insurance | Portfolio Manager-Equities | - |
Training of Jim MacDonald
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Cymbria Corp.
Cymbria Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Co-Operators Investment Counselling Ltd.
Co-Operators Investment Counselling Ltd. Investment ManagersFinance CIC offers a variety of investment products, including Canadian and U.S. equities and fixed-income for balanced and specialist mandates. Specialist mandates include expertise in socially responsible investing, Canadian equities, U.S. equities, and fixed-income, such as interest rate anticipation, interest rate plus, high yield, short-term, long-term and duration constrained bonds. The firm's equity portfolios are actively managed. Top-down sector emphasis is applied to construct Canadian equity portfolios. The equity team formulates a portfolio strategy based on the themes and sectors that benefit from the forecast environment. Within these sectors, value and growth companies, with a bias to value, are selected. Excellent company management, product momentum, a strong balance sheet and a stock price that has not yet discounted the company's potential are all characteristics of their Canadian equity portfolios. CIC's active fixed-income style applies multiple investment strategies to the management of bonds. Based on economic and market forecasts derived from our top-down approach, the fixed-income team employs a range of investment strategies, such as interest rate anticipation, yield curve management, trading among sectors, individual security selection and credit analysis to moderate risk and enhance portfolio returns. The firm uses a team approach to investment management. Portfolio managers, specialized by asset class, operate from the same investment outlook and participate in the asset mix decision. | Finance |
Crown Life Insurance Co.
Crown Life Insurance Co. Life/Health InsuranceFinance Provides life insurance | Finance |
ScotiaMcLeod, Inc.
ScotiaMcLeod, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Superior Plus, Inc.
Superior Plus, Inc. Home Improvement ChainsRetail Trade Distributes propane and gypsum wallboard products | Retail Trade |
Addenda Capital, Inc.
Addenda Capital, Inc. Investment ManagersFinance Addenda Capital is committed to sustainable investing and favors a disciplined approach to long-term investing. | Finance |
The University of Waterloo
The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McMaster University
McMaster University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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