Our fixed income strategies stress consistency of returns and safety of capital by investing in notes and bonds issued by the Canadian federal and provincial governments and by corporations. Independent research is a cornerstone to our approach with significant time allocated to proprietary credit and economic research. As in the management of our equity portfolios, we focus on the long-term outlook for interest rates and structure our portfolios accordingly. A key component of our credit selection process is establishing a disciplined outlook for specific sectors of the fixed income credit market. Within each sector we evaluate each individual security based on a rigorous bottom up analysis of the fundamentals of the business and the industry in which it operates.
Leith Wheeler is among 100 UNPRI signatories providing support to an initiative asking credit rating agencies to formally incorporate environmental, social and governance factors in their ratings. Click here for more information.
Jim joined Leith Wheeler in 2009. He has extensive investment experience in Canadian and U.S. fixed income markets through his time at HSBC Asset Management/M.K. Wong & Associates in Vancouver (1993-2001) and Barclays Global Investors (BGI) in San Francisco (2002-2009). Among his achievements were building out and managing a team of professionals covering interest rate strategies, corporate credit, securitized credit, and emerging markets; launching and managing a successful fixed income hedge fund; developing platforms to manage risk; and developing customized client solutions and liability driven solutions. He leads Leith Wheeler's bond team and chairs Leith Wheeler's Portfolio Review Committee.
Jim is a graduate of University of British Columbia (B.Comm with honours). After his work at HSBC, Jim earned his Masters degree in Financial Engineering at the University of California, Berkeley. Jim holds a Chartered Financial Analyst (CFA) designation.
Jim serves on the Faculty Advisory Board for the Sauder School of Business at the University of British Columbia as well as on the Steering Committee for the Masters of Financial Engineering Program at the University of California Berkeley.
Ben Homsy is a Fixed Income Portfolio Manager and Macroeconomic Strategist at Leith Wheeler Investment Counsel. Ben joined Leith Wheeler in August 2014, with over 15 years of experience spanning three continents. Prior to joining Leith Wheeler, Ben was an Executive Director at J.P. Morgan Chase, where he was responsible for the Institutional FX Sales business for West Coast USA and Western Canada whilst based in San Francisco (2012-2013), and also ran J.P. Morgan’s European currency hedge fund sales whilst based in London (2009-2012). Ben also worked as a currency sales-trader at Goldman Sachs in London (2001-2009), and was formerly at Andersen in their Audit and Business Advisory group in Sydney, Australia. Ben also is a member of the Leith Wheeler Portfolio Review Committee which determines firmwide asset allocation guidelines. Ben is a graduate of the University of Sydney, Australia (B.Comm, Finance 1997), is a Chartered Accountant with the Institute of Chartered Accountants Australia (ICAA), and holds the Chartered Financial Analyst (CFA) designation.
Dhruv Mallick joined Leith Wheeler in January 2015 as a credit analyst, focusing on both investment grade and high yield credit. Dhruv has over 15 years of investment experience in credit markets. He previously managed U.S. high yield and investment grade credit portfolios at both CQS in London and Barclays Global Investors/Blackrock in San Francisco. Dhruv also worked as a credit analyst at Pacific Investment Management Company (PIMCO) in Newport Beach. Dhruv also is a member of the Leith Wheeler Portfolio Review Committee which determines firmwide asset allocation guidelines. Dhruv earned his Masters in Financial Markets from the Illinois Institute of Technology and also holds a Bachelor of Neuroscience from Grinnell College, Iowa. He also holds a Chartered Financial Analyst designation.
Eric joined Leith Wheeler from TD Bank in January 2009. He has been in the investment industry since 1993 and spent the last 10 years trading a proprietary bank portfolio of credit default swaps, investment grade and high yield bonds for TD in New York and London.Prior to that he was with RBC Dominion Securities in Toronto where he was involved in trading Canadian Mortgage-Backed securities products, global interest rates and foreign exchange. Eric covers financial credits and works on economic forecasts and portfolio strategy.
Eric graduated from UBC with a Bachelor of Commerce degree and holds a Chartered Financial Analyst (CFA) designation.
Catherine Heath is a Portfolio Manager, Fixed Income Analyst at Leith Wheeler Investment Counsel. Catherine joined Leith Wheeler in April of 2000 after graduating from Simon Fraser University with a joint Bachelor’s Degree in Finance and Economics. As part of the Fixed Income team, she is responsible for the strategy, trading, and analysis of fixed income portfolios for both pension and private clients. She is also a Portfolio Manager on many of our specialized fixed income portfolios. Catherine sits on the Capilano University Foundation board, is a co- founder of the Vancouver chapter of Women in Capital Markets, and is a member of the Portfolio Review Committee for the Beedie Endowment Asset Management program at Simon Fraser University. Catherine holds a Chartered Financial Analyst (CFA) designation and is past president of CFA Vancouver (2007).
Alexei joined Leith Wheeler’s Fixed Income group in March of 2005. He graduated from Simon Fraser University with a Bachelor of Business Administration in Finance. As a member of the fixed income team, Alexei is involved in portfolio risk analysis, interest rate strategies, economic forecasting and development of fixed income software applications. Alexei holds a Chartered Financial Analyst (CFA) designation and is a member of CFA Vancouver.
Sean joined Leith Wheeler's Fixed Income group in July of 2015. He spent the last 3 years working in Fixed Income Sales & Trading for RBC Capital Markets in Toronto and Vancouver. At Leith Wheeler, Sean assists in the day to day management of client portfolios as well as interest rate and credit analysis, and trading. Sean is a graduate of Cornell University, and holds a Chartered Financial Analyst (CFA) designation.
Tamsin Wilding joined the Leith Wheeler Fixed Income team in March 2016. Prior to joining Leith Wheeler, Tamsin worked in global markets for five years in both institutional fixed income sales and credit trading roles at Bank of New Zealand, a wholly owned subsidiary of National Australia Bank. Tamsin holds both a Bachelor of Commerce degree from Otago University and a Bachelor of Arts degree from Massey University. She is a CFA candidate.
Colin Boese joined Leith Wheeler’s Fixed Income team in July 2016 as an associate, focusing on high yield credit. Colin is a graduate of the University of British Columbia (B.Comm., Finance with Honours), and a Leslie Wong Fellow as a graduate of the Portfolio Management Foundation. He has completed high yield credit internships at Marret Asset Management in Toronto and at Connor, Clark & Lunn in Vancouver. Colin is also a graduate from the Southern Institute of Technology in Calgary, specializing in Petroleum Engineering Technology and has several years of energy industry experience in project management and design engineering.
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