Tom is the Chair and co-founder of Steadyhand, an investment manager focused solely on better outcomes for individual Canadian investors. Steadyhand offers clear-cut investment advice and a straightforward line-up of funds. The firm’s investment philosophy, called Undexing, reflects Tom’s views and experience. Steadyhand’s funds are concentrated in fewer holdings and not linked closely to the market indices.
His education includes a Bachelor of Commerce degree from the University of Manitoba (1979), an MBA from the Richard Ivey School of Business (1983) and almost 40 years in the investment trenches.
Tom started his career in 1983 as an Equity Analyst at Richardson Greenshields. He spent eight years with the firm, the last three as Director of Institutional Sales. In 1991, he joined Phillips, Hager & North as a Research Analyst and Institutional Portfolio Manager. Tom was appointed to the Board of Directors of PH&N in 1996, took on the role of Chief Operating Officer in 1998 and was appointed President and CEO in 1999, a role that he held until he resigned from the firm in 2005.
Tom is an enthusiast and unrestrained participant in the investment industry’s dialogue through his posts on the Steadyhand blog and articles in other publications, including columns in the Globe & Mail and National Post. He is known for being a passionate advocate for the individual investor.
David is a founding partner of Picton Mahoney Asset Management, President, and Lead Portfolio Manager, responsible for our Canadian equity market neutral, long short, and long-only strategies. David has been a prominent presence in the Canadian investment industry for the past several decades. Highlights of his career so far include launching Synergy Asset Management in 1997 and working as its lead Canadian momentum portfolio manager (some of those mandates he continues to manage to this day), and spending eight years as Head of Quantitative Research at RBC Dominion Securities, where he was one of the top-ranked analysts in his sector. David holds an Honours Bachelor of Commerce degree from the University of British Columbia.
Hanif is Managing Director and Head of Alternative Investments at RBC Global Asset Management Inc. He has 35 years of experience in the industry with expertise in corporate finance, credit analysis, bond trading, options valuation and arbitrage. He has been lead manager for the past 23 years for the PH&N High Yield Bond Fund ($8.5 billion) and the PH&N Absolute Return Fund (a $1.2 billion multi-strategy hedge fund). In total, Hanif and his team manage approximately $11 billion.
Hanif joined PH&N in 1998 and held key executive positions in the years leading up to the firm’s acquisition by Royal Bank of Canada, including Director, Chief Investment Officer and Head of PH&N’s Investment Committee. Previously, he spent 10 years in New York, primarily in the capital markets division at Salomon Brothers working as an investment banker and eventually as head of U.S. convertible bond trading. As community service, Hanif has managed investments for the Geneva-based Aga Khan Foundation and sat on the CKNW Children’s Fund Board. He has been a feature speaker at the Milken Institute Conference in Beverly Hills, the CFA Forecasting Event in Vancouver (2012) and has appeared in profiles in the Financial Times, Wall Street Journal, Globe & Mail, Barron's, ROB magazine, National Post, BC Business, BIV 500 Most Influential People in BC and Institutional Investor. Hanif earned his MSc Harvard University (Cambridge, MA); BS with Honors, California Institute of Technology (Caltech, Pasadena CA.