"Our competitive advantage is shaped through our disciplined approach to investing."

First Asset's top down, bottom up analysis, combined with extensive screening, research and rigorous ongoing due diligence forms the process for security selection and investment decisions. The portfolio management team is highly familiar with ETF management as it is one of the first Canadian firms to offer actively managed ETFs.


Lead Portfolio Managers

Lee Goldman

Lee Goldman, SVP & Portfolio Manager
Lee has been managing real estate portfolios since 2006 and convertible bond portfolios since 2007 across First Asset's Closed-End Funds, Mutual Funds and Exchange Traded Funds. Lee also manages the First Asset REIT Income Fund.

Manash Goswami

Manash Goswami, Portfolio Manager
Manash is a Portfolio Manager and joined First Asset in 2007. He is responsible for managing several equity mandates with a focus on investing in companies with the ability to sustain and grow dividends. Manash has been recognized by Brendan Wood International (BWI) as one of Canada's top ranked portfolio managers (2013, 2014 and 2015)1. He has a broad range of industry expertise, including energy, energy infrastructure, and utilities.

Kate MacDonald

Kate MacDonald, Portfolio Manager
Kate co-manages the First Asset Canadian REIT ETF and the First Asset REIT Income Fund. Prior to joining First Asset in 2013, Kate was an Associate Portfolio Manager at Morguard Financial Corp. specializing in real estate and income-oriented investments. Kate holds a Masters in Finance from Queen's University in Kingston, Ontario and the Chartered Investment Manager (CIM) designation.

Investment Process

First Asset's well defined investment process provides the potential for increased consistency and replicability of performance results by ensuring that portfolio buy and sell decisions are made objectively, rather than by emotional or subjective triggers.

First Asset's investment process involves:

Idea Generation

Idea Generation
Top down, bottom up analysis and proprietary research, involving ongoing dialogue with investment community and industry contacts.

Company Analysis

Company Analysis
Rigorous analysis is conducted by the Portfolio Management team responsible for each fund whereby companies are uniquely identified based on a Fund's specific investment objectives.

Security Selection

Security Selection
25-50 securities are selected based on an attractive risk/return profile and specific catalysts.

Monitoring

Monitoring
Ongoing due-diligence and investment decisions based on a change in fundamentals, thesis, or valuation.

1. Manash Goswami has been named one of the top investment minds in Canada in 2013, 2014 and 2015, according to the TopGun Investment Minds rankings, published by Brendan Wood International (BWI), a performance and career advisor assisting both firms and individuals. Sell-side professionals vote for the portfolio managers they believed to be the leaders of thought in the industry during the past year. TopGuns make up slightly less than ten percent of the nominees in a given year.

First Asset ETFs Actively Managed by
First Asset Investment Management Inc.

TICKER ETF
FDV First Asset Active Canadian Dividend ETF
FAI First Asset Active Utility & Infrastructure ETF
RIT First Asset Canadian REIT ETF
FLI First Asset U.S. & Canada Lifeco Income ETF

Detailed Information

FDV Monthly Profile
FDV Commentary
FAI Monthly Profile
FAI Commentary
RIT Monthly Profile
RIT Commentary
FLI Monthly Profile
  

Advisors:
Contact a member of our Sales Team at 416.642.1289 / 1.877.642.1289 , or send us an email at info@firstasset.com

Investors:
Contact your financial advisor and ask about First Asset ETFs