The Kenneth Woods Portfolio Management Program's (KWPMP) Class of 2023 served as Research Associates from January to December of 2022.
They will serve as Fund Managers from January to December of 2023.
Class of 2023
Left to right: Olivier Cloutier-Faucher, Ioannis Bakopanos, Zi Hao Wei, Justin Rozon, Matthew MacNeil
Our cohort’s investment strategy will build upon the core principles of quality investing, with a greater emphasis on bottom-up investing relative to the fund’s historical strategy. We believe this is especially important in times where we are likely to see macro-economic headwinds persist throughout our entire tenure as fund managers. We have confidence that this strategy whereby the highest quality names are the ones that will be best positioned to maintain their pricing power and relatively steady margins while keeping their financial performance intact relative to peers.