Profile
Mr. Daniel E.
Lewin, CFA, is a Founder & President at Lewin Capital Management Ltd.
He founded the firm in 2008, where he has earned competitive returns for his clients by utilizing his own investment philosophy that was developed and refined over 24 years of investment decision making and direct accountability for managing investment portfolios
Mr. Lewin began work at Leith Wheeler Investment Counsel as a student in 1992, where he managed a U.S.
small cap value portfolio.
Leith Wheeler is an independent investment management firm with a value-based philosophy.
He continued to work at Leith Wheeler following graduation and became a partner and vice president in 1994.
As a partner, He was responsible for all aspects of the investment management process with direct accountability for both equity and fixed income research and investment decision-making.
He was part of both the Canadian Equity and Fixed Income Strategy teams which together managed roughly 80% of the firm's assets.
He joined Phillips, Hager and North Investment Management in 1997 and became a partner and vice president in 1999.
Phillips Hager and North is one of Canada's largest investment management firms, investing in Canadian, U.S.
and global equities, fixed income and specialty mandates
He graduated from the UBC Faculty of Commerce in 1993 as a Leslie Wong Fellow with a Bachelor of Commerce in Honors Finance.
He obtained his Chartered Financial Analyst designation in 1996.
Dan Lewin active positions
| Companies | Position | Start |
|---|---|---|
Lewin Capital Management Ltd.
 Lewin Capital Management Ltd. Investment ManagersFinance Lewin Capital Management Ltd. (LCM) is an independent investment management firm headquartered in Vancouver, Canada. LCM was founded by Daniel E. Lewin in 2008 to provide an exclusive investment management service to clients who are committed to the principles of wealth preservation and capital growth over the long-term, but who are seeking an alternative to institutional money management. | Founder | 01/01/2008 |
Former positions of Dan Lewin
| Companies | Position | End |
|---|---|---|
Phillips, Hager & North Investment Management
 Phillips, Hager & North Investment Management Investment ManagersFinance Founded in 1964 by Art Phillips, Bob Hager and Rudy North, Phillips, Hager & North Investment Management (PH&N) is an investment advisor headquartered in Vancouver, British Columbia. The firm is an operating division of RBC Global Asset Management (RBC GAM), itself a wholly-owned subsidiary of the Royal Bank of Canada (NYSE: RY) which acquired PH&N in May 2008. In November 2010, PH&N amalgamated with their affiliate, RBC Asset Management, Inc. to form RBC GAM. RBC GAM is the fund manager and principal portfolio advisor of the PH&N Funds and the BonaVista Funds. The primary distributor of the PH&N Funds and the BonaVista Funds is Phillips, Hager & North Investments Funds Ltd., dba PH&N Investment services, | Analyst-Equity | 31/10/2007 |
| Down Syndrome Research Foundation | Corporate Officer/Principal | - |
Leith Wheeler Investment Counsel Ltd.
 Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | - |
Training of Dan Lewin
| University of British Columbia | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Phillips, Hager & North Investment Management
Phillips, Hager & North Investment Management Investment ManagersFinance Founded in 1964 by Art Phillips, Bob Hager and Rudy North, Phillips, Hager & North Investment Management (PH&N) is an investment advisor headquartered in Vancouver, British Columbia. The firm is an operating division of RBC Global Asset Management (RBC GAM), itself a wholly-owned subsidiary of the Royal Bank of Canada (NYSE: RY) which acquired PH&N in May 2008. In November 2010, PH&N amalgamated with their affiliate, RBC Asset Management, Inc. to form RBC GAM. RBC GAM is the fund manager and principal portfolio advisor of the PH&N Funds and the BonaVista Funds. The primary distributor of the PH&N Funds and the BonaVista Funds is Phillips, Hager & North Investments Funds Ltd., dba PH&N Investment services, | Finance |
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Finance |
| Down Syndrome Research Foundation | |
Lewin Capital Management Ltd.
Lewin Capital Management Ltd. Investment ManagersFinance Lewin Capital Management Ltd. (LCM) is an independent investment management firm headquartered in Vancouver, Canada. LCM was founded by Daniel E. Lewin in 2008 to provide an exclusive investment management service to clients who are committed to the principles of wealth preservation and capital growth over the long-term, but who are seeking an alternative to institutional money management. | Finance |
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