Chris Guthrie

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equity strategies esg integration active management quantitative research fundamental analysis portfolio management risk management financial analysis fund management global equities canadian equities u.s. equities long/short strategies small-cap investment institutional investors private wealth management performance evaluation client service excellence alternative investments absolute return strategies customized mandates proxy voting corporate governance carbon emissions monitoring risk signals investment insights community involvement charitable contributions data analysis transparency in investing ethical investing financial performance investment philosophy highest quality strategies market research value investing client alignment financial planning impact investing sustainable investing capital markets wealth management investment boutique investment excellence academic research client partnerships cfa society diversity in investing market trends alternatives esg investments evidence-based strategies quantitative analysis private wealth investors high-net-worth individuals retirement planning succession planning philanthropy strategies disciplined investment approach sophisticated investors financial services independent firm employee-controlled research-driven tailored investment solutions client-aligned investment counseling market analysis investment strategies investment performance asset management investment management data analytics