John Schmitz

John has been professionally managing global equity and equity derivative investment portfolios for almost 20 years, and prior to that he acted as a consultant to investment management firms and funds. John has managed many different types of investment portfolios ranging from long-only mutual funds and pooled fund trusts to market neutral equity, net short equity and long-short equity hedge funds. He has also managed portable alpha strategies, as well as several arbitrage-based and event driven hedge strategies. John’s expertise is the portfolio management of global equities and global equity derivatives using both highly sophisticated quantitative models as well as traditional fundamental methods. John’s current professional focus is his firm’s global, common equity, growth of dividends, investment strategy which is often implemented with an options writing income generating overlay.

Education

• Bachelor’s Degree Western University (1990 — 1991)
• Bachelor of Engineering Science (BESc) Western University (1986 — 1990)
• Bachelor’s Degree Western University (1986 — 1990)

Companies

• Adjunct Professor (Part-Time) Ivey Business School (2013)
• President SciVest Capital Management Inc. (2002)