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Malcolm Stephen White
Portfolio Manager-Equities at
BMO Asset Management, Inc.
Profile
Mr. Malcolm S.
White, CFA, is a Portfolio Manager at BMO Asset Management, Inc. He has over 21 years of investment experience.
Mr. White started his career as a Software Developer.
He recently completed a part-time program in artificial intelligence at a local Toronto university, where, for his capstone project he created a machine-learning application that reads financial transcripts and automatically determines investor sentiment.
He was previously employed as a VP of Portfolio Management & Portfolio Manager by CI Investments, Inc., a Research Analyst by Merrill Lynch Canada, Inc. and by First Associates Investments, Inc.
He holds a Bachelor of Arts from Queen’s University and a graduate degree from the University of Colorado Boulder.
He has a Chartered Financial Analyst (CFA) designation.
Malcolm Stephen White active positions
| Companies | Position | Start |
|---|---|---|
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Portfolio Manager-Equities | 2022-06-30 |
Former positions of Malcolm Stephen White
| Companies | Position | End |
|---|---|---|
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Portfolio Manager-Equities | 2022-06-29 |
Signature Diversified Value Trust
 Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 2013-01-06 |
Skylon Global Capital Yield Trust
 Skylon Global Capital Yield Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 2012-07-30 |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2000-05-29 |
Blackmont Capital, Inc.
 Blackmont Capital, Inc. Investment ManagersFinance Blackmont Capital provides services to individual and institutional investors. For individuals, the firm's products and services include: (1) equity and preferred share instruments from all major North American exchanges (2) Canadian and US fixed-income and money market instruments (3) open and closed-end mutual funds including disciplined leadership funds (4) investment pools and structured products (5) life, disability and critical illness insurance (6) segregated funds (7) term certain and life annuities (8) RESPs (9) RRIFs (10) public venture capital early-stage business financing (11) the IMA Platform, discretionary portfolio management service (12) the Liberty Platform, a fee-based account management service and (13) Blackmont Research. Blackmont Capital's fixed-income desk offers clients access to a full spectrum of fixed-income products including money market instruments and government, corporate and agency bonds. The firm's Integrated Managed Account (IMA) Platform is a proprietary system that is used to construct and administer investment portfolios across all product lines. Through this platform, client portfolios can integrate discretionary, third-party money management functions with more traditional, non-discretionary investment advisor activities. The open-architecture platform supports separately managed accounts, investment pools, mutual funds, ETFs, as well as individual money market, fixed-income and equity securities. Blackmont Capital provides a full range of private ventures financing options for companies and entrepreneurs at several stages of development. Blackmont Capital's Capital Markets division serves corporate and institutional investors throughout Canada. They provide research, institutional sales and equity trading and investment banking services. | Analyst-Equity | 1999-10-29 |
Training of Malcolm Stephen White
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
79
1st degree connections
11
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
DDJ High Yield Fund
 DDJ High Yield Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Skylon Global Capital Yield Trust
Skylon Global Capital Yield Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
High Yield & Mortgage Plus Trust
 High Yield & Mortgage Plus Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Skylon Growth & Income Trust
 Skylon Growth & Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Finance |
Blackmont Capital, Inc.
Blackmont Capital, Inc. Investment ManagersFinance Blackmont Capital provides services to individual and institutional investors. For individuals, the firm's products and services include: (1) equity and preferred share instruments from all major North American exchanges (2) Canadian and US fixed-income and money market instruments (3) open and closed-end mutual funds including disciplined leadership funds (4) investment pools and structured products (5) life, disability and critical illness insurance (6) segregated funds (7) term certain and life annuities (8) RESPs (9) RRIFs (10) public venture capital early-stage business financing (11) the IMA Platform, discretionary portfolio management service (12) the Liberty Platform, a fee-based account management service and (13) Blackmont Research. Blackmont Capital's fixed-income desk offers clients access to a full spectrum of fixed-income products including money market instruments and government, corporate and agency bonds. The firm's Integrated Managed Account (IMA) Platform is a proprietary system that is used to construct and administer investment portfolios across all product lines. Through this platform, client portfolios can integrate discretionary, third-party money management functions with more traditional, non-discretionary investment advisor activities. The open-architecture platform supports separately managed accounts, investment pools, mutual funds, ETFs, as well as individual money market, fixed-income and equity securities. Blackmont Capital provides a full range of private ventures financing options for companies and entrepreneurs at several stages of development. Blackmont Capital's Capital Markets division serves corporate and institutional investors throughout Canada. They provide research, institutional sales and equity trading and investment banking services. | Finance |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Signature Diversified Value Trust
Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
University of Colorado Boulder
 University of Colorado Boulder Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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