Thomas Gomes

Laketon Investment Management is a bottom-up, large-cap, growth manager. With an emphasis on concentrated equity portfolios, the firm seeks out high-quality companies with strong growth prospects by applying a bottom-up investment approach that includes both quantitative and qualitative inputs. Laketon's active investment style focuses on high quality Canadian equities and is designed to create the appropriate balance between positive return generation in up markets and capital preservation in down markets. The firm's investment mandates tend to hold companies with these characteristics: large-cap bias; sustainable profitability; proven management teams; attractive history of return on capital; and strong free cash flow. Portfolios are well-diversified and are fully invested in a concentrated portfolio of 30 to 45 holdings. Laketon employs a responsive sell discipline that incorporates both tactical and fundamental buy/sell strategies.

Provides personal and commercial banking services

Functions as a College/University

Lorica is an active investor and a specialty bond manager with a focus on the Canadian market. They aim to achieve superior fixed income returns while ensuring capital preservation. The firm relies on analysis of fundamental, technical and non-systematic factors that affects the economy and the bond market to forecast changes to the shape and level of the yield curve. Although Lorica’s overall approach can be thought of as top-down, actual implementation can be seen very much as bottom-up, relating to market opportunity, liquidity and timing.