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Investment Team
Portfolio Manager

Colin Stewart

Chief Executive Officer & Portfolio Manager

Colin Stewart is a founding shareholder of JCClark Ltd. and is the Chief Executive Officer, a Director and a Portfolio Manager at the firm. He has responsibility for the firm’s investment team and also serves as the Portfolio Manager for the Preservation Trust and the Focused Opportunities Fund. Colin received a Bachelor of Business Administration (Honours) from Wilfrid Laurier University in 1998 and is a CFA charterholder (2001). Colin started his career in the Corporate Finance division of CIBC World Markets and then joined Connor Clark & Co. where he worked alongside our founder John Clark as a Research Analyst.

Associate Portfolio Manager

Alex Davidson

Portfolio Manager

Alex Davidson is the Portfolio Manager of the Patriot Trust and also serves as a Director and Officer of JCClark Ltd.. Alex joined the firm in 2003 and is responsible for managing the firm’s long-bias value fund. Alex received a Bachelor of Commerce degree from the University of Windsor in 1966 and an MBA from McMaster University in 1967. Prior to joining JCClark Ltd., he owned and operated several businesses in the manufacturing and resource sectors for over thirty years. Alex is heavily involved in onsite company due diligence and management interviews of potential investment candidates. Alex currently serves as a Director and Treasurer for the Juvenile Diabetes Research Foundation.
Associate Portfolio Manager

John Dynes

Portfolio Manager

John Dynes is a Portfolio Manager at JCClark Ltd. and focuses his time on research and analysis of investment ideas that are used for the firm’s three core strategies. John joined JCClark in 2003 as a Research Analyst. He received a Bachelor of Business Administration (Honours) from Wilfrid Laurier University in 2003 and is a CFA charterholder (2006). John has also completed the Canadian Securities Course (2000), the Derivatives Fundamentals Course (2002) and the Trader Training Course (2005).

Veeral Khatri

Portfolio Manager 

Veeral Khatri is a Portfolio Manager at the firm and is involved in researching a variety of companies and industries, and constructing financial models. Veeral joined the firm in 2006. He received a Bachelor of Business Administration (Honours) from Wilfrid Laurier University in 2006 and is a CFA charterholder (2010). Veeral has also completed the Canadian Securities Course (2004) and the Trader Training Course (2006).

Andrew Parks

Research Analyst & Trader

Andrew Parks is a Research Analyst & Trader and has day-to-day responsibility for trading execution at JCClark Ltd.. He also conducts equity research across a wide variety of industry groups. After serving as an intern over several University co-op terms, Andrew joined the firm full-time in 2008.  He received a Bachelor of Business Administration (Honours) from Wilfrid Laurier University in 2008.  In addition, Andrew has completed the Canadian Securities Course (2005) and the Derivatives Fundamentals Course (2007).

Dick Innes

Investment Consultant

Dick Innes is an advisor to JCClark Ltd. with primary focus on the funeral and cemetery industry. Dick was President and CEO of Arbor Memorial Services Inc. from 1997 to 2007. Arbor is a TSX-listed company that owns 41 cemeteries and 88 funeral homes across Canada. During his 10 years at Arbor, the company’s revenues and earnings increased significantly and the company solidified its industry-leading position. Previous experience includes senior management positions with Ault Foods, Catelli, Nabisco, Playtex and Procter and Gamble. Dick is an Honours Business Administration graduate of the Ivey School of Business at the University of Western Ontario.

 

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