Manager Information
 
Stone Asset Management Limited ("SAM") is the Portfolio Adviser to the Stone investment products.
 
The investment management team at SAM is comprised of four individuals who have a combined experience of more than 110 years. The team members have extensive experience in managing investments from both pension account and retail account perspectives.
 
Our Mission
In an industry increasingly dominated by big banks and global investment distributors, SAM is unique in being one of the very few successful, independent companies to be established in Canada over the last 15 years. Stone Funds investment professionals share a wealth of industry experience and are well-known in the Canadian financial community for their commitment to superior service and investment process. SAM clients can continue to expect nothing less.

Richard G. Stone, CIM

Chairman and Chief Investment Officer
Start Date Founder 1999
Experience 30 years financial services management

Martin Anstee, CFA, MASc, BA

Vice President, Investments
Start Date October 2002
Experience 37 years investment experience

Chyanne Fickes, CFA, MBA, BSC

Vice President, Investments
Start Date October 2002
Experience 31 years investment management

Michael Giordano, MBA, CA

Associate Portfolio Manager
Start Date October 2005
Experience 12 years investment experience

 

 

 

 

 

Investment Philosophy

SAM's underlying investment management philosophy is based on three interconnected elements:

  1. an understanding of the relationship between the price of growth and the value of growth;
  2. prudent portfolio diversification, but not over-diversification, and the employment of effective risk management techniques; and
  3. the discipline implied by the formula: growth + value + time = long-term investment success.
The SAM investment style is rooted in a fundamental analysis discipline supported by both a quantitative process and technical analysis. The objective is to seek above-average, long-term performance, while providing investors with stable, consistent portfolio returns.
 
 

Sub-Advisors

Rathbone Unit Trust Managment Limited
Rathbone Unit Trust Management Limited is a wholly-owned, London-basedsubsidiary of Rathbone Brothers plc. Through its subsidiaries, the parent company manages over £13 billion of client funds, of which £900 million is managed by Rathbone Unit Trust Management Limited (as at December 31, 2009). Rathbone Brothers Plc, through its subsidiaries, is a leading, independent provider of investment and wealth management services for private investors, charities and trustees, including discretionary investment management and tax and financial planning services.

Marret Asset Management Inc.
Marret Asset Management Inc. is a Canadian company incorporated in November 2000; it began operations in late 2001. Its initial focus is on specialty credit-oriented fixed income management in three specific areas:  investment grade corporate bonds, high yield corporate and emerging market sovereign debt, and mezzanine finance products.