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Profile
Mr. Mario J.
Jelic, CFA MBA, is a Portfolio Manager at Stylus Asset Management, Inc. He has 20 years of experience in financial analysis and investment management.Mr. Jelic was previously employed as an Analyst by Phillips, Hager & North Investment Management.
He has a B.Sc.
and an MBA from Queen's University,
Former positions of Mario Joseph Jelic
| Companies | Position | End |
|---|---|---|
Stylus Asset Management, Inc.
 Stylus Asset Management, Inc. Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | 2020-01-31 |
Phillips, Hager & North Investment Management
 Phillips, Hager & North Investment Management Financial ConglomeratesFinance Phillips, Hager & North Investment Management (PHN) offers equity, fixed-income and balanced investment products. The firm offers a variety of equity funds including Canadian, international, emerging markets and sector-specific offerings across all market-caps. They apply a wide variety of investment styles including: value, growth and quality growth at a reasonable price. PHN uses a combination of fundamentals-driven and top-down research. Their fundamental research focuses on individual companies and considers measures such as earnings, growth, balance sheet strength and management quality. Valuation is also an integral part of their process as a stock must be well-priced. The firm's top-down research focuses on economic conditions and the operating climate for a given stock. PHN employs a multiple strategy fixed-income investment approach. Their actively managed funds and investment solutions provide access to a wide range of fixed-income instruments including money market, mortgage securities, Government bonds (federal provincial), corporate bonds, high-yield bonds and foreign bonds. | Portfolio Manager-Equities | 2013-10-31 |
Training of Mario Joseph Jelic
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
92
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Phillips, Hager & North Investment Management
Phillips, Hager & North Investment Management Financial ConglomeratesFinance Phillips, Hager & North Investment Management (PHN) offers equity, fixed-income and balanced investment products. The firm offers a variety of equity funds including Canadian, international, emerging markets and sector-specific offerings across all market-caps. They apply a wide variety of investment styles including: value, growth and quality growth at a reasonable price. PHN uses a combination of fundamentals-driven and top-down research. Their fundamental research focuses on individual companies and considers measures such as earnings, growth, balance sheet strength and management quality. Valuation is also an integral part of their process as a stock must be well-priced. The firm's top-down research focuses on economic conditions and the operating climate for a given stock. PHN employs a multiple strategy fixed-income investment approach. Their actively managed funds and investment solutions provide access to a wide range of fixed-income instruments including money market, mortgage securities, Government bonds (federal provincial), corporate bonds, high-yield bonds and foreign bonds. | Finance |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stylus Asset Management, Inc.
Stylus Asset Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
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