Robert McWhirter, FCSI, CFA

President and Portfolio Manager

Mr. McWhirter has more than 30 years in the securities industry and is a top-ranked money manager in Canada. He manages Selective Asset Long-Biased Equity Hedge Fund using a 12-factor stock selection methodology that has both growth and value characteristics, including: return on equity, earnings surprise, earnings estimate revision, price to book, and price to earnings ratios.

Funds managed by Mr. McWhirter are ranked by Fundata.com, Globefund.com and Morningstar.ca. He also manages the Northwest Specialty Innovations Fund, which was awarded the Science and Technology Equity Fund of the Year in Canada in 2004, 2005 and 2006 by the Canadian Investment Awards. In addition, Mr. McWhirter manages funds on behalf of NexGen Financial including: NexGen Canadian Dividend and Income, NexGen Canadian Growth, NexGen North American Value, NexGen North American Small/Mid Cap and NexGen Canadian Growth and Income.

Prior to establishing SAMI, Mr. McWhirter was VP and Portfolio Manager at First Asset Investment Management Inc. and RBC Global Investment Management Inc., where he worked for more than 20 years, including predecessor firm, RBC Dominion Securities Investment Management. Mr. McWhirter managed approximately $2.25 billion in the Canadian High-Technology sector of the Royal Bank’s Canadian Equity Mutual Funds.

Mr. McWhirter is a holder of the Chartered Financial Analyst designation (CFA) and is a Fellow of the Canadian Securities Institute (FCSI). He has a diploma in Business Marketing and Logistics.

Mr. McWhirter may be reached at 416-640-4237 rmcwhirter@selectiveasset.com



Deborah Thompson

Vice President, Marketing and Media Relations

Ms. Thompson has more than 20 years experience as a communications, marketing and investor relations specialist. Deborah holds a Journalism degree and among other securities industry designations, has completed the University of Western Ontario’s Ivey Business School Strategic Investor Relations Program.

Media enquiries may be directed to Ms. Thompson at: 416-640-4237 deborah@dt-communications.com


 


Gurpreet Purewal

Administrative Assistant

Ms. Purewal is a graduate from Ryerson University and has completed the Mutual Funds of Canada Course.

General inquiries and meeting requests may be directed to Gurpreet Purewal at: 416-640-4237, admin@selectiveasset.com


 


Gem St. Omer

Trading Associate

Ms. St. Omer joined the Selective Asset team after graduating from York University in 2010.

Trade flow, settlement issues and meeting requests may be directed to Gem St.Omer at: 416-640-4231, trading@selectiveasset.com

 

 


T: 416.640.4237  | F: 416.640.4233  | E: info@selectiveasset.com