Jamie Kozak
Portfolio Manager for Hire @To Be Determined
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WORK HISTORY
Portfolio Manager for Hire @To Be Determined
Looking to leverage my 13.5 years as a Portfolio Manager for portfolio management opportunities in Canadian and US equities. My background includes fundamental research as a generalist while paying attention to the broad economic climate and industry conditions. Companies of interest typically have strong management teams, a culture of excellence and discipline with strong balance sheets and solid profitability while trading at reasonable valuations given their growth profile. I\'m a self-starter and a heavy user of Excel and Bloomberg. Critical thinking and analyzing data in different ways help shape my perspective.
EDUCATION
Simon Fraser University
BBA
SKILLS
ABOUT JAMIE KOZAK
Leveraging my career and investment experience to publish my Investment Portfolio…
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