![Leonie Soltay](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Leonie G.
Soltay, CFA, is a Portfolio Manager at CI Investments, Inc. She has over 18 years of industry experience.
In her role, she helps manage Canadian, resource, and precious metals portfolios in addition to doing research on commodities and related equities for CI GAM.
Ms. Soltay was previously employed as an Associate Portfolio Manager by Sentry Investments, Inc. and a Research Analyst by Loewen, Ondaatje, McCutcheon Ltd.
She has a BSc and MSc from University of Toronto and she is a CFA charterholder.
Aktive Positionen von Leonie Soltay
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Analyst-Equity | 02.10.2017 |
Ehemalige bekannte Positionen von Leonie Soltay
| Unternehmen | Position | Ende |
|---|---|---|
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. | Analyst-Equity | 02.10.2017 |
Loewen, Ondaatje, McCutcheon Ltd.
 Loewen, Ondaatje, McCutcheon Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Ausbildung von Leonie Soltay
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
61
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
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 |
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 |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Loewen, Ondaatje, McCutcheon Ltd.
Loewen, Ondaatje, McCutcheon Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
