Josef Martin Turnbull

Analyst-Equity at

RBC Global Asset Management, Inc.

Finance

Consumer Services

Profile

Mr. Josef M.
Turnbull, CFA MBA, is a Senior Portfolio Manager North American Equities at RBC Global Asset Management, Inc. He joined the firm in 2014 as a research analyst responsible for Global equities with a focus on the Industrial and Consumer sectors.
In 2017, he was named Associate Portfolio Manager focusing on RBC GAM’s core and income-oriented U.S.
equity strategies and then Portfolio Manager in 2018.
Prior to joining RBC, he spent over a decade in the financial services industry across equity research, sales & trading and investment management.
He holds a Bachelor of Arts in Economics from Wilfrid Laurier University, an MBA from the University of Toronto and is a CFA charterholder.

Josef Martin Turnbull active positions

Companies	Position	Start
RBC Global Asset Management, Inc. RBC Global Asset Management, Inc. Investment ManagersFinance RBC GAM is an active, engaged and responsible investor that manages Canadian, US and global equity, fixed-income and balanced portfolios. Their investment approach relies on a variety of fundamental and quantitative research and technical analysis. The firm invests across a variety of sectors. Their fixed-income strategies focus on investments in government securities, investment grade bonds and high yield corporate bonds. In addition, they offer a debt strategy for emerging markets in Latin America, Eastern Europe, Asia and the Middle East, as well as investment strategies based on the use of futures, forwards and options.	Analyst-Equity	2013-12-31

All active positions of Josef Martin Turnbull

Former positions of Josef Martin Turnbull

Companies	Position	End
Credit Suisse Securities (Canada), Inc Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2007-12-30
CIBC World Markets, Inc. CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2005-12-30
TD Securities, Inc. TD Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2003-12-30
Sentry Investments, Inc. Sentry Investments, Inc. Investment ManagersFinance Sentry Investments seeks to preserve capital, maximize return, minimize risk and manage investment capital to generate a steady stream of income. Sentry Investments' approach is a combination of both a quantitative and a forward-looking intrinsic value approach. Their analysts use a proprietary model to review companies in each target sector and apply specific investment criteria to evaluate each company's historical performance. Sentry Investments then weighs these criteria to select the stocks with proven records of success and the best prospects for capital appreciation, looking forward. The firm's products include TSX-listed closed end funds, closed-end trusts, flow through limited partnerships, mutual funds and principal-protected notes covering a variety of domestic and global strategies.	Portfolio Manager-Equities	-

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Linked companies

Private companies	7
Sentry Investments, Inc. Sentry Investments, Inc. Investment ManagersFinance Sentry Investments seeks to preserve capital, maximize return, minimize risk and manage investment capital to generate a steady stream of income. Sentry Investments' approach is a combination of both a quantitative and a forward-looking intrinsic value approach. Their analysts use a proprietary model to review companies in each target sector and apply specific investment criteria to evaluate each company's historical performance. Sentry Investments then weighs these criteria to select the stocks with proven records of success and the best prospects for capital appreciation, looking forward. The firm's products include TSX-listed closed end funds, closed-end trusts, flow through limited partnerships, mutual funds and principal-protected notes covering a variety of domestic and global strategies.	Finance
CIBC World Markets, Inc. CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
TD Securities, Inc. TD Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Credit Suisse Securities (Canada), Inc Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Toronto University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wilfrid Laurier University Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
RBC Global Asset Management, Inc. RBC Global Asset Management, Inc. Investment ManagersFinance RBC GAM is an active, engaged and responsible investor that manages Canadian, US and global equity, fixed-income and balanced portfolios. Their investment approach relies on a variety of fundamental and quantitative research and technical analysis. The firm invests across a variety of sectors. Their fixed-income strategies focus on investments in government securities, investment grade bonds and high yield corporate bonds. In addition, they offer a debt strategy for emerging markets in Latin America, Eastern Europe, Asia and the Middle East, as well as investment strategies based on the use of futures, forwards and options.	Finance