The investment portfolio is managed by Marquest Asset Management Inc., providing investment management services to the Marquest limited partnerships, as well as the rollover mutual fund. The individual portfolio managers who will be directly involved in providing investment advice and managing the investment portfolio are:
Gerry Brockelsby, BA, CFA, is the Chief Investment Officer of Marquest. Mr. Brockelsby has over 38 years’ experience in managing investment funds for corporations, pension funds and individuals. Prior to establishing Marquest in 1989, Mr. Brockelsby was the Chief Investment Officer for the Inco Pension Plan for eight years. He has managed multiple small cap equity and fixed income mandates, including Marquest’s flagship Resource Fund which has been one of the top performing funds in its sector since inception in 2003. In addition, Mr. Brockelsby has also managed the Terra Funds flow-through LP’s and rollover mutual funds since early 2009. Mr. Brockelsby is a frequent commentator on BNN’s television business station.
Alice Tsang, BA, CFA, has over 21 years experience in the Canadian investment industry and has been a portfolio manager with Marquest since 2004. Ms. Tsang currently co-manages the Marquest Resource Fund and is the lead manager for other Marquest equity funds. Ms. Tsang has a BA from the University of Toronto and is a Chartered Financial Analyst. Ms. Tsang is a regular weekly commentator on BNN’s television business station.
Josephine Franks, BA, has over 20 years experience in the Canadian investment industry. Since 2000, she has been trading equities and other securities for investment portfolios managed by Marquest. Previously, Ms. Franks was a Senior Portfolio Administration Officer with Scotia Investment Management Ltd. before joining Marquest. Ms. Franks has a BA from the University of Western Ontario.