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Reetu Kumra
Directeur de la Recherche - Actions chez
Fidelity Investments Canada ULC
Profil
Ms. Reetu Kumra, CFA MBA, is a Director of Research & Portfolio Manager at Fidelity Investments Canada ULC.
She has 17 Years of Industry Experience.
Ms. Kumra was previously employed as an Analyst and Portfolio Manager, FCIM & Fixed Income Analyst at Argent Financial Group.
She received BSc Hons, University of Toronto, MA from Harvard University & MBA from University of Chicago Booth School of Business
Postes actifs de Reetu Kumra
| Sociétés | Poste | Début |
|---|---|---|
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices. | Directeur de la Recherche - Actions | 01/01/2023 |
Anciens postes connus de Reetu Kumra
| Sociétés | Poste | Fin |
|---|---|---|
Fidelity (Canada) Asset Management ULC
 Fidelity (Canada) Asset Management ULC Investment ManagersFinance FCAM’s investment approach is based the belief that in-depth fundamental analysis of companies can identify securities that may outperform the market. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across Canadian, US and global markets, as well as quantitative and technical portfolio managers and analysts. FCAM offers a wide variety of investment solutions including: Canadian, US and International/Global equity strategies; Diversified, Active/Single Sector, and Custom (Liability-Driven and Tactical Bond) fixed-income strategies; and Multi-Asset Class Asset Allocation Products including Strategic Balanced, Tactical Asset Allocation and Balanced Trust Services. | Analyst-Equity | 01/01/2021 |
Argent Advisors, Inc.
 Argent Advisors, Inc. Investment ManagersFinance Argent Advisors aims to manage, grow and protect their client’s wealth. Diversification is the tactic they use to protect investment portfolios against negative outcomes. The firm adheres to the discipline of allocating investments into asset classes with the most attractive valuations. | Corporate Officer/Principal | 31/03/2011 |
Sector Capital Management LLC (Old)
 Sector Capital Management LLC (Old) Investment ManagersFinance Sector Capital Management's investment process focuses on earnings growth, price, liquidity and safety (defined as reduced risk for decline in value). They strive to provide high-quality portfolios that have consistent added-value performance over the S&P 500 Index. Sector Capital's investment process is based primarily on a quantitative analysis of fundamental and technical factors. Through a quantitative, formula-driven evaluation of stock price versus earnings growth, they identify stocks that are trading at a discount relative to the present value of future earnings. This results in companies with high S&P and analyst ratings that have achieved superior earnings growth with relatively low P/E ratios. The formula also encompasses a built-in sell discipline. Their portfolios are reconstituted at least quarterly and rebalanced as needed. They offer several portfolios including Sector Plus, Sector Select, PathFinder and Mid-Cap. The Sector Plus strategy is a mixed-cap strategy that consists primarily of large-cap stocks with mid-cap stocks making up to, but no more than 30% of the portfolio. The Sector Select strategy is a large-cap strategy. The PathFinder strategy is a socially responsible, mixed-cap strategy that consists primarily of large-cap stocks with mid-cap stocks making up to, but no more than 30% of the portfolio. | Corporate Officer/Principal | 31/03/2011 |
Sector Capital Management LLC
 Sector Capital Management LLC Investment ManagersFinance Argent Sector Capital Management employs a disciplined and objective 'quantimental' investment process that is based primarily on a quantitatively structured bottom-up fundamental approach. The firm utilizes a proprietary pricing model called 'sector matrix' to drive their 'quantimental' analysis. Argent Sector believes the most important factors in stock selection are: earnings growth, price, liquidity and safety (reduced risk for decline in value). Through a thorough evaluation of each of these factors, the firm seeks to provide high-quality portfolios demonstrating consistent added-value performance over their respective benchmarks. Argent Capital employs a disciplined, objective investment process that is based primarily on quantitative analysis of fundamental and technical factors. Through a quantitative, formula-driven evaluation of stock price versus earnings growth, the firm is able to identify and select quality stocks trading at a discount relative to the present value of future earnings. This results in companies with high S&P and analyst ratings that have achieved superior earnings growth with relatively low P/E ratios. In addition to stock selection, the formula also encompasses a built-in sell discipline. The quantitative nature of the formula allows Argent Capital to have a disciplined approach that is objective and repeatable over time. Their portfolios are reconstituted at least quarterly and rebalanced as needed. Argent Sector offers a variety of investment products including US Equities, International / Global Strategies, Socially Responsible (SRI) Strategies and Passive Plus. | Analyst-Equity | - |
| CAPITAL ONE FINANCIAL CORPORATION | Corporate Officer/Principal | - |
Formation de Reetu Kumra
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Capital One Financial Corp.
 Capital One Financial Corp. Major BanksFinance Operates as a holding company whose subsidiaries provides credit cards, consumer and commercial banking services | Finance |
Fidelity Investments Canada ULC
Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sector Capital Management LLC (Old)
Sector Capital Management LLC (Old) Investment ManagersFinance Sector Capital Management's investment process focuses on earnings growth, price, liquidity and safety (defined as reduced risk for decline in value). They strive to provide high-quality portfolios that have consistent added-value performance over the S&P 500 Index. Sector Capital's investment process is based primarily on a quantitative analysis of fundamental and technical factors. Through a quantitative, formula-driven evaluation of stock price versus earnings growth, they identify stocks that are trading at a discount relative to the present value of future earnings. This results in companies with high S&P and analyst ratings that have achieved superior earnings growth with relatively low P/E ratios. The formula also encompasses a built-in sell discipline. Their portfolios are reconstituted at least quarterly and rebalanced as needed. They offer several portfolios including Sector Plus, Sector Select, PathFinder and Mid-Cap. The Sector Plus strategy is a mixed-cap strategy that consists primarily of large-cap stocks with mid-cap stocks making up to, but no more than 30% of the portfolio. The Sector Select strategy is a large-cap strategy. The PathFinder strategy is a socially responsible, mixed-cap strategy that consists primarily of large-cap stocks with mid-cap stocks making up to, but no more than 30% of the portfolio. | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Argent Advisors, Inc.
Argent Advisors, Inc. Investment ManagersFinance Argent Advisors aims to manage, grow and protect their client’s wealth. Diversification is the tactic they use to protect investment portfolios against negative outcomes. The firm adheres to the discipline of allocating investments into asset classes with the most attractive valuations. | Finance |
Fidelity (Canada) Asset Management ULC
Fidelity (Canada) Asset Management ULC Investment ManagersFinance FCAM’s investment approach is based the belief that in-depth fundamental analysis of companies can identify securities that may outperform the market. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across Canadian, US and global markets, as well as quantitative and technical portfolio managers and analysts. FCAM offers a wide variety of investment solutions including: Canadian, US and International/Global equity strategies; Diversified, Active/Single Sector, and Custom (Liability-Driven and Tactical Bond) fixed-income strategies; and Multi-Asset Class Asset Allocation Products including Strategic Balanced, Tactical Asset Allocation and Balanced Trust Services. | Finance |
Sector Capital Management LLC
Sector Capital Management LLC Investment ManagersFinance Argent Sector Capital Management employs a disciplined and objective 'quantimental' investment process that is based primarily on a quantitatively structured bottom-up fundamental approach. The firm utilizes a proprietary pricing model called 'sector matrix' to drive their 'quantimental' analysis. Argent Sector believes the most important factors in stock selection are: earnings growth, price, liquidity and safety (reduced risk for decline in value). Through a thorough evaluation of each of these factors, the firm seeks to provide high-quality portfolios demonstrating consistent added-value performance over their respective benchmarks. Argent Capital employs a disciplined, objective investment process that is based primarily on quantitative analysis of fundamental and technical factors. Through a quantitative, formula-driven evaluation of stock price versus earnings growth, the firm is able to identify and select quality stocks trading at a discount relative to the present value of future earnings. This results in companies with high S&P and analyst ratings that have achieved superior earnings growth with relatively low P/E ratios. In addition to stock selection, the formula also encompasses a built-in sell discipline. The quantitative nature of the formula allows Argent Capital to have a disciplined approach that is objective and repeatable over time. Their portfolios are reconstituted at least quarterly and rebalanced as needed. Argent Sector offers a variety of investment products including US Equities, International / Global Strategies, Socially Responsible (SRI) Strategies and Passive Plus. | Finance |
