Portfolio Managers

As Chief Investment Strategist at Barometer Capital, David leads the Barometer team’s top–down, market and sector risk strategies. A frequent guest as a market commentator on CTV, CBC and BNN, he believes that “market volatility creates opportunity” and utilizes Barometer’s Disciplined Leadership Approach to weather volatility, protect capital and identify market opportunities. With over 20 years of experience, he works to identify the changing market leadership themes. As one of the most active managers in the industry, his portfolios were up to 70% cash before Lehman Brother’s failed in 2008 thereby escaping most of the waterfall crash later that year. Barometer aims to reduce big losses while participating in the upside of a market rally; as a result they received a Globefund ranking in the top 1% for 2010*.

A respected voice in the wealth management community, Sandy has inspired Sentry with his wisdom, insight and experience since joining the company in 2000. He provides guidance and oversight to the investment management department, including the 2009 winners of the Brendan Wood International TopGun Team Award – given to those with the best grasp of the industries in which they invest and the most influence in the Canadian market. Sandy has over 30 years experience managing portfolios for high–net–worth individuals, charitable foundations and pooled fund portfolios. He is the co-manager of Sentry Canadian Income Fund: winner of a 2010 Canadian Lipper Fund Award for best risk-adjusted returns over five years in the income trust equity category; and the Income Trust Fund of the Year in 2005 by the Canadian Investment Awards, and a finalist in 2006, 2007 and 2008.

Mr. Matthew Wood is a founding partner and director of Vertex One Asset Management. Mr. Wood has overall responsibility for the investment and trading decisions affecting the Vertex Managed Value Portfolio, Vertex Value Fund and Vertex Enhanced Income Fund. He has operated as the lead manager of the Managed Value Portfolio since its inception on April 3, 1998.  Mr. Wood has over 20 years’ experience investing in equities, fixed income and derivatives. His career began as an analyst, later becoming a Financial Advisor, with Royal Trust. He was a Portfolio Manager with HSBC Asset Management before co-founding Vertex One Asset Management. Mr. Wood holds the professional designation of Chartered Financial Analyst (CFA) and is a member of the Institute of Chartered Financial Analysts.

Michael co–founded Picton Mahoney in 2004 and uses his 20 years of experience and Picton Mahoney’s proprietary tools and analysis to identify companies going through fundamental change. Their returns are not dependant on what the overall stock market is doing, making them a true hedge fund. Their Market Neutral Fund has been positive every year since inception and is one of the only funds that remained positive in 2008, a demonstration of their proven risk management strategies.