Diane Pang

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Profil

Ms. Diane Pang is a Portfolio Manager of Fixed Income at Cumberland Investment Counsel, Inc., formerly Perron Asset Management Inc. which she joined in 2016 with over a decade of experience analyzing companies from both debt and equity perspectives.
She developed her fundamental credit analysis skills from her previous roles as a Corporate Bond Portfolio Manager with a large Canadian asset manager and prior to that, underwriting leveraged loans with a large Canadian financial institution.
Ms. Pang was previously employed as an Assistant Vice President-Fixed Income by Laketon Investment Management, a Senior Manager by CIBC Finance, Inc., an Analyst by BMO Capital Markets (Canada), a Senior Staff Accountant by Ernst & Young LLP (Missouri), an Assistant Vice President by Portico Investment Management, and an Associate by RBC Dominion Securities, Inc. She has a Bachelor of Mathematics – Chartered Accounting degree and a Master of Accounting, both from the University of Waterloo.
In addition to the CFA designation, Ms. Pang holds professional accounting designations in both Canada (CPA, CA) and the United States (CPA).

Anciens postes connus de Diane Pang

Sociétés	Poste	Fin
Cumberland Investment Counsel, Inc. Cumberland Investment Counsel, Inc. Investment ManagersFinance CIC offers CPWM investment models to their clients. The CPWM models rely on a fundamental and GARP-oriented approach to investment analysis primarily on a bottom-up basis. Foreign and domestic companies are screened to select those that have cash flow generation, reasonable valuations or other metrics that demonstrate desirable attributes. Macro-economic factors are also considered during the screening process.	Portfolio Manager-Fixed Income	01/04/2022
Laketon Investment Management Laketon Investment Management Investment ManagersFinance Laketon Investment Management is a bottom-up, large-cap, growth manager. With an emphasis on concentrated equity portfolios, the firm seeks out high-quality companies with strong growth prospects by applying a bottom-up investment approach that includes both quantitative and qualitative inputs. Laketon's active investment style focuses on high quality Canadian equities and is designed to create the appropriate balance between positive return generation in up markets and capital preservation in down markets. The firm's investment mandates tend to hold companies with these characteristics: large-cap bias; sustainable profitability; proven management teams; attractive history of return on capital; and strong free cash flow. Portfolios are well-diversified and are fully invested in a concentrated portfolio of 30 to 45 holdings. Laketon employs a responsive sell discipline that incorporates both tactical and fundamental buy/sell strategies.	Portfolio Manager-Fixed Income	30/06/2012
CIBC Finance, Inc.	Corporate Officer/Principal	30/06/2011
RBC Dominion Securities, Inc. RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/07/2007
Portico Investment Management Portico Investment Management Investment ManagersFinance Portico employs a consistent, measured and disciplined investment approach that integrates fundamental, quantitative and technical analysis to add value while managing risk. The firm uses a multi-factor approach to analyzing interest rates, credit markets and yield curves. They take an iterative approach to portfolio construction by continuously modelling the effects of economic conditions, market flows, credit fundamentals, investor sentiment and external factors. Portico also uses proprietary tools to ensure a measured approach to sector allocation, duration and yield curve positioning of a portfolio.	Analyst-Fixed Income	-

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Entreprise privées	8
BMO Capital Markets Corp. (Canada) BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance Provides brokerage services	Finance
Laketon Investment Management Laketon Investment Management Investment ManagersFinance Laketon Investment Management is a bottom-up, large-cap, growth manager. With an emphasis on concentrated equity portfolios, the firm seeks out high-quality companies with strong growth prospects by applying a bottom-up investment approach that includes both quantitative and qualitative inputs. Laketon's active investment style focuses on high quality Canadian equities and is designed to create the appropriate balance between positive return generation in up markets and capital preservation in down markets. The firm's investment mandates tend to hold companies with these characteristics: large-cap bias; sustainable profitability; proven management teams; attractive history of return on capital; and strong free cash flow. Portfolios are well-diversified and are fully invested in a concentrated portfolio of 30 to 45 holdings. Laketon employs a responsive sell discipline that incorporates both tactical and fundamental buy/sell strategies.	Finance
RBC Dominion Securities, Inc. RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Ernst & Young LLP (Missouri) Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services	Commercial Services
The University of Waterloo The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cumberland Investment Counsel, Inc. Cumberland Investment Counsel, Inc. Investment ManagersFinance CIC offers CPWM investment models to their clients. The CPWM models rely on a fundamental and GARP-oriented approach to investment analysis primarily on a bottom-up basis. Foreign and domestic companies are screened to select those that have cash flow generation, reasonable valuations or other metrics that demonstrate desirable attributes. Macro-economic factors are also considered during the screening process.	Finance
CIBC Finance, Inc.
Portico Investment Management Portico Investment Management Investment ManagersFinance Portico employs a consistent, measured and disciplined investment approach that integrates fundamental, quantitative and technical analysis to add value while managing risk. The firm uses a multi-factor approach to analyzing interest rates, credit markets and yield curves. They take an iterative approach to portfolio construction by continuously modelling the effects of economic conditions, market flows, credit fundamentals, investor sentiment and external factors. Portico also uses proprietary tools to ensure a measured approach to sector allocation, duration and yield curve positioning of a portfolio.	Finance