Jamie Kozak

Portfolio Manager for Hire @To Be Determined

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2017 — Present

Portfolio Manager for Hire @To Be Determined

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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

1994 — 1998

Simon Fraser University

BBA

SKILLS

Fundamental AnalysisCapital MarketsSecuritiesValuationAsset AllocationInvestment StrategiesFinancial ModelingInvestmentsInvestment AdvisoryHighly DedicatedInvestment ManagementAsset ManagementEquitiesMutual FundsFinancial MarketsEquity ResearchWealth ManagementEquity ValuationFinancial AnalysisInvestment ResearchPortfolio Management

ABOUT JAMIE KOZAK

Leveraging my career and investment experience to publish my Investment Portfolio…

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Jamie Kozak — Portfolio Manager for Hire at To Be Determined in Vancouver, BC, CA | Unifers