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John Poulter
Portfolio Manager-Equities at
Cumberland Investment Counsel, Inc.
Profile
Mr. John B. Poulter, CFA, is a Portfolio Manager at Cumberland Investment Counsel, Inc.
Mr. Poulter has over three decades of progressively senior experience in securities selection and portfolio design.
Prior to joining Cumberland Investment Counsel, his most recent engagements have seen him providing Investment consulting services to select investment management firms and clients.
Mr. Poulter was previously employed as a Founding Partner by Cumberland Private Wealth Management, Inc., a Quantitative Analyst by CIBC Wood Gundy Corp., a Senior Member by Connor Clark & Co. Ltd., and a Chief Investment Officer & Managing Partner by Gravitas Securities, Inc. He also served on the board at Groundstar Resources Ltd.
He received his B.A. specializing in Financial Econometrics from the University of British Columbia, Mr. Poulter received his CFA designation in 1991.
John Poulter active positions
| Companies | Position | Start |
|---|---|---|
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-Equities | 2018-04-30 |
Former positions of John Poulter
| Companies | Position | End |
|---|---|---|
| OSTROM CLIMATE SOLUTIONS INC. | Director/Board Member | 2018-01-30 |
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Director of Research - Equity | 2009-12-30 |
| GROUNDSTAR RESOURCES LIMITED | Director/Board Member | - |
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Connor Clark & Co. Ltd.
 Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Corporate Officer/Principal | - |
Training of John Poulter
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
82
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Connor Clark & Co. Ltd.
Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Commercial Services |
Groundstar Resources Ltd.
 Groundstar Resources Ltd. Integrated OilEnergy Minerals Engages in exploration, development and production of oil and gas reserves | Energy Minerals |
Ostrom Climate Solutions, Inc.
 Ostrom Climate Solutions, Inc. Environmental ServicesIndustrial Services Provides carbon offset project development and climate solutions | Industrial Services |
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures. | Finance |
University of British Columbia
 University of British Columbia 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 Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Gravitas Securities, Inc.
 Gravitas Securities, Inc. Investment ManagersFinance GSI seeks opportunities in emerging sectors and developing companies. The firm combines passive strategies with unique investment opportunities in order to pursue excess alpha for their private clients. | Finance |
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