aDVISOR pROFILE

Share on facebook
Share on twitter
Share on linkedin
Share on email
Share on print

Portfolio Manager

Rabbie runs the Total Return Investor program and Fieldhouse Class D Fund

Biography

Philosophy

Work History & Achievements

CWB Wealth Management 2016 – 2018
Manager, Portfolio Analysis (AUM 2.1 bln)

Leith Wheeler Investment Counsel 2010 – 2016
Fixed Income Analyst, Portfolio Manager (AUM 4 bln)

Vancity Credit Union – Inhance Wealth Mangement 2003-5, 2007-9
Portfolio Manager (AUM 125mln)

Strategy & Investment Approach

The Global Macro Total Return Investor program is an actively managed investment process focused on establishing long and/or short positions in a portfolio of global commodities, stock indices, fixed income and foreign exchange strategies. The program establishes such positions determined by a proprietary cycles and trend investment process. A combination of macroeconomic, fundamental and technical factors assisted by a suite of custom proprietary indicators are used to construct and manage portfolios. Risk management is a key focus of the program as the proprietary indicators and process are applied to several temporal degrees of the respective market.   The goal is to create portfolios with above average absolute returns with lower correlations and lower volatility adding a unique diversification source to client’s total wealth.

Investors want actively managed portfolios with positive absolute returns.

Rabbie Gill

Mandates

Investment Themes

  • Macroeconomic

    Global trends and decisions on economies from Central Banks, governments and freedom of trade dramatically affect markets.

  • Technical

    Momentum and market participant behaviour and sentiment can have clear affects on market direction and volatility.

  • Fundamental

    Ultimately the underlying economic rationale highlights real value and growth prospects in companies and market sectors.

Close Menu