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Press Releases

Stone Asset Management Limited Announces Portfolio Manager Departure

Date: November 22, 2017

Toronto (November 17, 2017) – Stone Asset Management Limited (“SAM”) today announced changes to its investment management team.  Vice President, Investments, Mohsin Bashir will be leaving SAM to pursue a new opportunity, effective November 20, 2017. Mr. Bashir has been working with the SAM investment team and Board of Directors to ensure a seamless transition for SAM and its clients.

“We thank Mr. Bashir for his years of service with SAM and wish him well in his future endeavors,” said John Juhlke, President, Stone Investment Group. “We apply a strong, team-based investment approach, and are confident our disciplined processes will ensure a smooth transition for our clients. Importantly, this transition gives us an excellent opportunity to evolve our portfolio management team, bench strength and investment processes going forward to enable us to deliver best-in-class performance for our clients.”

The management oversight of Stone Dividend Growth Class, Stone Global Balanced Fund and Stone GaleForce Dividend Growth Pool will be assumed by the SAM investment team whose active, alpha-driven process is based on the proprietary, award-winning Growth Over Time® framework.

“We conduct a regular 360-degree review of SAM’s investment processes to ensure they are absolutely airtight and able to deliver the best value and security for SAM’s loyal clients,” said Chris Kruczynski, a member of Stone Investment Group’s  Board of Directors. “We believe that this portfolio management transition marks an important inflection point – one that can help ensure sustainable alpha generation and long-term results for clients for years to come.”

About SAM

SAM is a wholly owned subsidiary of Stone Investment Group Limited, an independent, Canadian-owned wealth management company. SAM provides investment management services via distinctive investment mandates, overseen daily by the disciplined execution of a proprietary investment process and investment philosophy. Access to SAM investment mandates can be achieved via a family of open-ended mutual funds, a pooled fund, and Private Wealth Management services. SAM’s expertise ranges from servicing Canada’s retail investors and working with their financial advisors to the complexities of working directly with Family Offices, endowments and foundations. At SAM, we want our investors to sleep well, knowing they’ll have the financial resources to live well.

For more information:
Stone Asset Management Limited
Richard G. Stone
Chief Investment Officer
T 416 867 2525  T 800 336 9528 x4423