Michael James Hakes
Portfolio Manager-Equities at The Murray Wealth Group, Inc.
Profile
Mr. Michael J.
Hakes, CFA MBA, is a Senior Portfolio Manager at The Murray Wealth Group, Inc. Mr. Hakes joined the firm in January 2020.
He has over 25 years of global equity portfolio management and analyst experience.
Prior to MWG he was with several well known investment managers, British Columbia Investment Management Corp (BCI), McLean Budden and Altamira Management.
At BCI, he was a Senior Portfolio Manager working on their Global Thematic Team.
He actively managed a concentrated global equity portfolio and was active in mentoring analysts and co-op students.
While at McLean Budden, he was a VP and Portfolio Manager of global equities.
At Altamira Management he was an AVP and PM, Equities.
He managed a Global consumer focused sector fund and co-managed a Mid Cap U.S Equity Fund.
Mr. Hakes graduated with a BA in Economics from The University of Western Ontario in 1987 and an MBA from the University of Bath, School of Management in 1991.
He received his CFA in 1999.
Michael and his family currently live in Toronto.
Michael James Hakes active positions
| Companies | Position | Start |
|---|---|---|
The Murray Wealth Group, Inc.
 The Murray Wealth Group, Inc. Investment ManagersFinance The Murray Wealth Group, Inc. (MWG) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded by Robert Murray, David Newman and William Tebbutt in 2015. MWG offers discretionary investment management services to institutions and high net worth individuals and families. Their flagship strategy is the MWG Global Growth Equity Fund, which focuses primarily on large -ap equities with a developed markets footprint. | Portfolio Manager-Equities | 2019-12-31 |
Former positions of Michael James Hakes
| Companies | Position | End |
|---|---|---|
MFS Investment Management Canada Ltd.
 MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Analyst-Equity | 2011-08-03 |
Training of Michael James Hakes
| University of Bath | Masters Business Admin |
| University of Western Ontario | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Finance |
The Murray Wealth Group, Inc.
The Murray Wealth Group, Inc. Investment ManagersFinance The Murray Wealth Group, Inc. (MWG) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded by Robert Murray, David Newman and William Tebbutt in 2015. MWG offers discretionary investment management services to institutions and high net worth individuals and families. Their flagship strategy is the MWG Global Growth Equity Fund, which focuses primarily on large -ap equities with a developed markets footprint. | Finance |
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