The Team
Meet the team
Thirty-four Schulich undergraduates: three portfolio managers and 31 analysts across six sector teams.
34
Students
6
Sector teams
3
Portfolio managers
~$371K
Assets under management
Who we are
A student-managed investment team
YUSIF is led by three portfolio managers and includes 31 analysts organized across six sector teams.
Sector teams conduct company and industry research, build financial models, and prepare investment recommendations. Recommendations are presented to the full team for discussion before the portfolio managers make final investment decisions.
Through the management of real capital, YUSIF provides students with practical experience in fundamental research, valuation, and portfolio management.
Leadership
Portfolio managers
The portfolio managers oversee portfolio strategy and the investment process and make final decisions on all holdings.
CN Investment Division
Sector team
Consumers
Consumer discretionary and staples businesses, including retail, restaurants, and branded products.
Senior Analyst
CIBC Capital MarketsInvestment Banking, Toronto
Analyst
Constellation SoftwareM&A, Toronto
Analyst
TD SecuritiesInvestment Banking, Toronto
Analyst
Manulife Wealth & Asset ManagementInvestment Advisory, Montreal
Analyst
Manulife Wealth & Asset ManagementInvestment Advisory, Montreal
Analyst
Orix GeoscienceBusiness Analyst, Toronto
Sector team
Technology
Software, internet, cloud infrastructure, and other technology-enabled businesses.
Senior Analyst
TD SecuritiesInvestment Banking, Toronto
Analyst
BMO Capital MarketsInvestment Banking, Toronto
Analyst
New Frontier EnterprisesPrivate Equity, Los Altos
Analyst
CIBC Capital MarketsClient Services, Toronto
Analyst
Savvy CapitalInvestment Banking, Toronto
Sector team
Industrials
Transportation, building products, industrial services, and waste management.
Senior Analyst
Bank of AmericaInvestment Banking, Toronto
Analyst
Neo Bravo CapitalInvestment Analyst, Toronto
Analyst
Meteora CapitalInvestments, Boca Raton
Vaneeza Sakander
Analyst
Notre-Dame CapitalInvestment Analyst, Toronto
Analyst
National Bank FinancialInvestment Banking, Toronto
Sector team
Generalist
Real estate, energy, and businesses outside the Fund's five specialized sector mandates.
Senior Analyst
Canaccord GenuityInvestment Banking, Toronto
Analyst
JefferiesInvestment Banking, Toronto
Analyst
Savvy CapitalInvestment Banking, Toronto
Analyst
KM CapitalPrivate Credit, Toronto
Analyst
J.P. MorganGlobal Corporate Banking, Toronto
Sector team
Healthcare
Medical technology, healthcare services, and other long-term healthcare businesses.
Senior Analyst
RBC Capital MarketsInvestment Banking, Toronto
Vince Fantinato
Analyst
Walter Public InvestmentsPublic Equities, Montreal
Analyst
CIBCCorporate Banking, Toronto
Analyst
CIBC Capital MarketsInvestment Banking, Toronto
Analyst
LYCT CPAAccounting, Toronto
Sector team
Financials
Banks, insurers, asset managers, and other financial-services businesses.
Senior Analyst
Greenhill & CoInvestment Banking, New York
Analyst
KingSett CapitalPrivate Credit, Toronto
Analyst
Canso Investment CounselInvestment Research, Toronto
Ario Memari
Analyst
BMOCommercial Credit Summer Analyst, Toronto
Andrew Leung
Analyst
Manulife Wealth & Asset ManagementInvestment Advisory, Montreal
