Bill McLeod
Portfolio Manager-Equities at 1832 Asset Management LP
Profile
Mr. William D.
McLeod, CFA MBA, is a Vice President & Portfolio Manager at 1832 Asset Management LP.
He joined the firm in 2017 as a Canadian equity portfolio manager and member of the Equity Income team.
Mr. McLeod brings over 19 years of investment industry experience to the Equity Income team with a focus on Canadian equity portfolio management.
Prior to joining the firm, Mr. McLeod spent 12 years with HSBC Global Asset Management (Canada) in progressively senior roles.
Most recently, he was Head of Canadian Equities where he was directly responsible for all discretionary decision-making at the portfolio level on multiple domestic equity mandates, which included income-oriented portfolios totaling approximately $3 billion in assets.
In addition, he led the team's research efforts implementing the fundamentally focused and analytically driven investment process.
Through successive roles within the firm as both an analyst and portfolio manager, he had sector research coverage responsibilities centered on securities within the financials (banks, insurance, and asset managers), industrials, and select consumer and technology areas.
Mr. McLeod began his investment career at Canaccord Genuity as a Research Associate.
Mr. McLeod holds a Bachelor of Arts from Western University, a Master of Business Administration from the Rotman School of Management at the University of Toronto, and is a CFA charter holder.
Bill McLeod active positions
Companies | Position | Start |
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1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Portfolio Manager-Equities | 18/09/2017 |
Former positions of Bill McLeod
Companies | Position | End |
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HSBC Global Asset Management (Canada) Ltd.
HSBC Global Asset Management (Canada) Ltd. Investment ManagersFinance RBC Indigo Asset Management, Inc. (RBC Indigo) is a Canadian investment manager headquartered in Vancouver, British Columbia. The firm was formerly known as HSBC Global Asset Management (Canada) Ltd. and changed their name to RBC Indigo Asset Management, Inc. when they became a wholly-owned subsidiary of Royal Bank of Canada (NY, TSX: RY; LON: 0QKU; FRA: RYC) in 2024. RBC Indigo offers mutual funds and pooled funds to discretionary retail clients, institutional and high net-worth private clients. | Head-Equity Investments | - |
Training of Bill McLeod
Rotman School of Management | Masters Business Admin |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 2 |
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HSBC Global Asset Management (Canada) Ltd.
HSBC Global Asset Management (Canada) Ltd. Investment ManagersFinance RBC Indigo Asset Management, Inc. (RBC Indigo) is a Canadian investment manager headquartered in Vancouver, British Columbia. The firm was formerly known as HSBC Global Asset Management (Canada) Ltd. and changed their name to RBC Indigo Asset Management, Inc. when they became a wholly-owned subsidiary of Royal Bank of Canada (NY, TSX: RY; LON: 0QKU; FRA: RYC) in 2024. RBC Indigo offers mutual funds and pooled funds to discretionary retail clients, institutional and high net-worth private clients. | Finance |
1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Finance |
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