James Robert Learmonth
Portfolio Manager-Equities at Harvest Portfolios Group, Inc.
Profile
Mr. James R.
Learmonth, CFA, is a Senior Portfolio Manager at Harvest Portfolios Group, Inc. He joined Harvest in June of 2015 bringing over 14 years of experience in the asset management industry to the firm.
Prior to joining Harvest, Mr. Learmonth spent the majority of his career as a member of the U.S.
Equity team at a major Canadian asset management firm where he developed a disciplined approach to identifying attractive investment opportunities.
He served as a Portfolio Manager for over 6 years, specializing in U.S.
equities with investment responsibilities related to a variety of diversified and sector-focused mandates.
His main areas of focus included the Utilities, Information Technology and Health Care sectors as well as broadly diversified Socially Responsible Investing themes.
He also held progressive Investment Analyst roles during his tenure, with an emphasis on evaluating opportunities in the U.S.
Information Technology sector.
He graduated with honours from Brock University with a Bachelor of Business Administration degree in the Finance concentration and is a CFA Charterholder.
James Robert Learmonth active positions
Companies | Position | Start |
---|---|---|
Harvest Portfolios Group, Inc.
Harvest Portfolios Group, Inc. Investment ManagersFinance Harvest Portfolios Group, Inc. (Harvest) is an independent, Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded by Louis “Michael” Kovacs in 2009. Harvest offers the Harvest ETFs to Canadian investors. | Portfolio Manager-Equities | 01/06/2015 |
Former positions of James Robert Learmonth
Companies | Position | End |
---|---|---|
RBC Global Asset Management, Inc.
RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RGAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSE, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RGAM provides a wide variety of investment services through mutual funds, pooled funds and separately managed portfolios for both individual and institutional investors. They are the primary investment manager for the RBC Financial Group businesses serving the needs of private clients, which include the RBC Funds. | Portfolio Manager-Equities | 08/11/2013 |
Training of James Robert Learmonth
Brock University | Undergraduate Degree |
Experiences
Positions held
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Private companies
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1st degree connections
1st degree companies
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Linked companies
Private companies | 2 |
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RBC Global Asset Management, Inc.
RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RGAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSE, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RGAM provides a wide variety of investment services through mutual funds, pooled funds and separately managed portfolios for both individual and institutional investors. They are the primary investment manager for the RBC Financial Group businesses serving the needs of private clients, which include the RBC Funds. | Finance |
Harvest Portfolios Group, Inc.
Harvest Portfolios Group, Inc. Investment ManagersFinance Harvest Portfolios Group, Inc. (Harvest) is an independent, Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded by Louis “Michael” Kovacs in 2009. Harvest offers the Harvest ETFs to Canadian investors. | Finance |
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