Paul Carter
Portfolio Manager-Equities at Capstone Asset Management Inc
Profile
Mr. Paul Carter, CFA, is a Senior Portfolio Manager at Capstone Asset Management Inc. He joined the Capstone team in 2022 with 30 years of experience in the investment industry, split between Canada and the United States.
He brings to Capstone a wealth of experience analyzing complex investment situations and adding value to client portfolios.
He serves as a key member of the firm’s Investment Management Team and is the lead manager for Capstone’s Canadian Equity Income strategy.
Mr. Carter has held a variety of roles over his career, including positions in the areas of portfolio management, investment research, and institutional investment consulting.
For over a decade he was a principal of two registered investment firms that managed limited partnership vehicles, focused on North American stocks, with one firm winning the top long/short equity manager prize at the Global Emerging Managers Awards.
He received his Bachelors of Commerce degree from the University of British Columbia.
Paul Carter active positions
Companies | Position | Start |
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Capstone Asset Management Inc
Capstone Asset Management Inc Investment ManagersFinance Capstone Asset Management Inc, founded in 2004, seeks to maximize returns while focusing on capital preservation through building a modern portfolio with balanced investment strategies. The private company is based in Langley, Canada. and has subsidiaries in Canada. | Portfolio Manager-Equities | 2022-05-31 |
Training of Paul Carter
University of British Columbia | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Capstone Asset Management Inc
Capstone Asset Management Inc Investment ManagersFinance Capstone Asset Management Inc, founded in 2004, seeks to maximize returns while focusing on capital preservation through building a modern portfolio with balanced investment strategies. The private company is based in Langley, Canada. and has subsidiaries in Canada. | Finance |
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