Profile
Mr. Holbrook has 33 years of senior investment management experience and is a co-founder of KBSH.
From the firm's inception in 1980, through March 2002, Mr. Holbrook was the lead manager on U.S.
equity portfolios and a prime contributor to KBSH’s Canadian equity portfolios as well.
He retired as an employee of the firm in 2002 but has been a consultant to KBSH since.
He has been successfully managing private portfolios for the past two years.
In January 2005, Mr. Holbrook returned to daily management of KBSH's U.S.
equity portfolios.
For the three years prior to 1980, Mr. Holbrook was Director, Pension Fund Investments, for Northern Telecom Ltd., with responsibility for a large pool of pension fund assets.
In the previous seven years, he held various senior portfolio management positions with Canada Trust, including Manager, U.S.
Equity Investments and Manager, Canadian Equity Investments.
Mr. Holbrook graduated from the University of Manitoba with a degree in Economics (B.A.).
Former positions of Richard L. Holbrook
Companies | Position | End |
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KBSH Capital Management, Inc.
KBSH Capital Management, Inc. Investment ManagersFinance Founded in 1980, KBSH Capital Management, Inc., formerly Knight, Bain, Seath & Holbrook, is a registered investment advisor located in Toronto with an additional office in Montreal. The firm is a subsidiary of CI Investments, Inc. Their ultimate parent is Macquarie Group Ltd. (MCQEF.PK), a global provider of banking, financial, advisory, investment and fund management services to institutions, corporations and individuals. KBSH Capital Management provides services for pension funds, foundations, managed accounts and high net-worth individuals. They also manage the KBSH Leaders Trust, a closed-end mutual fund | Portfolio Manager-Equities | 30/07/2006 |
Experiences
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1st degree connections
1st degree companies
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Private companies | 1 |
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KBSH Capital Management, Inc.
KBSH Capital Management, Inc. Investment ManagersFinance Founded in 1980, KBSH Capital Management, Inc., formerly Knight, Bain, Seath & Holbrook, is a registered investment advisor located in Toronto with an additional office in Montreal. The firm is a subsidiary of CI Investments, Inc. Their ultimate parent is Macquarie Group Ltd. (MCQEF.PK), a global provider of banking, financial, advisory, investment and fund management services to institutions, corporations and individuals. KBSH Capital Management provides services for pension funds, foundations, managed accounts and high net-worth individuals. They also manage the KBSH Leaders Trust, a closed-end mutual fund | Finance |
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