John Newell has 35 years experience in the investment industry acting as an officer, director, portfolio manager and investment advisor with some of the largest investment firms in Canada including Scotia McLeod, CIBC Wood Gundy and Richardson Greenshields (RBC Capital Markets). John Newell joined Fieldhouse Capital Management as Portfolio Manager of the Global Precious Metals Program. Specializing in precious metal equities and commodities, John follows a disciplined proprietary approach incorporating equity research, analytical frameworks and risk controls to evaluate and select long and short stocks primarily from the Canadian small and mid-cap coverage.
The foundation of the investment philosophy utilizes a bottom-up selection process coupled with fundamental proprietary research to identify companies that are considered undervalued based on asset potential, production and enterprise growth in addition to the Portfolio Manager’s assessment of the company’s relative value.
To source potential investment candidates a large scale screening processes utilizing proprietary technical analysis software is used to seek out the strongest companies in the sector of interest. Definable options would then be screened by the Portfolio Manager’s fundamental research to define the top prospects to invest in. Entry and exit timing is then managed with the assistance timing models to enhance the value of the investment decision from the standpoint of the value add of the trade.
From a macro risk management prospective the portfolio manager utilizes hedging mechanisms from time to time that may utilize the use of exchange traded derivatives to neutralize sector specific market risk. This allows the portfolio manager the ability to enhance relative performance and remove the need to unnecessarily liquidate long term growth prospects in challenging liquidity circumstances.