Kevin Wilfred Charlebois

Plus aucun poste en cours

Miscellaneous

Finance

Consumer Services

Profil

Kevin Wilfred Charlebois is a former President, CEO, Secretary, Director & CIO at Soundvest Equity Fund and Soundvest Split Trust.
He was also the President, Chief Investment Officer & Director at Soundvest Capital Management Ltd. In addition, he served as the Chairman of Algonquin College of Applied Arts & Technology and The Young Professionals of Columbus.
He was a Director at Ottawa Carleton Credit Union, The Ottawa Hospital, and The Ottawa Hospital Foundation.
He was also the President of the Ottawa Chapter of Financial Analyst.
Mr. Charlebois earned his undergraduate degree from Carleton University in 1974.

Anciens postes connus de Kevin Wilfred Charlebois

Sociétés	Poste	Fin
Algonquin College of Applied Arts & Technology Algonquin College of Applied Arts & Technology Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-
The Ottawa Hospital The Ottawa Hospital Hospital/Nursing ManagementHealth Services Operates hospital	Directeur/Membre du Conseil	-
Ottawa Chapter of Financial Analyst	President	-
SOUNDVEST SPLIT TRUST	Directeur Général	-
The Ottawa Hospital Foundation	Directeur/Membre du Conseil	-

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Sociétés liées

Entreprise privées	10
Brookfield Soundvest Equity Fund Brookfield Soundvest Equity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Soundvest Capital Management Ltd. Soundvest Capital Management Ltd. Investment ManagersFinance Soundvest Capital Management employs a conservative, long-term approach to managing equity investments. They apply a rigorous buy/sell discipline to all investments. The firm focuses on the disciplined accumulation of securities at reasonable prices to maximize future cash flows for their clients. They take a top-down approach to selecting asset allocation and fixed-income portfolios and they take a bottom-up approach to equity security selection. In selecting equities, the firm identifies and invests in successful businesses that are run by experienced management teams, that have favorable microeconomic characteristics and are available at attractive prices. Soundvest employs risk reduction techniques to preserve capital. They look for firms with a sound cost control discipline, that make prudent assumptions for maintenance and growth capital expenditures, use debt conservatively, that use conservative accounting practices and that have sound corporate governance. Companies should also have a sustainable competitive position in their chosen market place, the ability to generate steady or growing free cash flow through various economic cycles, higher than average returns on equity and invested capital and low capital expenditure requirements. Soundvest seeks to invest in companies that are priced below their intrinsic value. However, if the intrinsic value of a company is growing at a meaningful rate, they may invest in such a corporation at its intrinsic value. The firm determines intrinsic values using the following methods: detailed discounted cash flow analysis, private market valuation analysis and comparative business analysis. Intrinsic value analysis is complemented with a proprietary quantitative model to determine the historical relationship between a company's share price and traditional valuation measures. Independent forecasts are made to identify businesses that offer a favorable upside reward profile relative to downside risk. Soundvest follows a conservative, disciplined and fundamentally based approach to fixed-income investing. They strive to construct high-quality, liquid, diversified portfolios with an emphasis on total rate of return while preserving capital against inflation over a full economic cycle. They use a measured approach to duration management, rather than making dramatic changes based on interest rate forecasts. The firm also continuously monitors market conditions and economic factors to ensure that portfolio durations are appropriate. They conduct their own due diligence with respect to credit quality and ensure that portfolios have appropriate credit diversification. While economic fundamentals drive their long-term approach, Soundvest also employs tactics to take advantage of periodic market opportunities to add value to client portfolios.	Finance
Algonquin College of Applied Arts & Technology Algonquin College of Applied Arts & Technology Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Carleton University Carleton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ottawa Carleton Credit Union Ottawa Carleton Credit Union Savings BanksFinance Credit Union	Finance
The Ottawa Hospital The Ottawa Hospital Hospital/Nursing ManagementHealth Services Operates hospital	Health Services
The Young Professionals of Columbus
The Ottawa Hospital Foundation
Soundvest Split Trust Soundvest Split Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Ottawa Chapter of Financial Analyst