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James Garcelon

Executive Vice-President and Portfolio Manager, Shaunessy Investment Council

James is a Chartered Financial Analyst® (CFA®) charterholder with extensive experience as a veteran capital markets research director and a private equity manager. Before joining Shaunessy Investment Counsel, James headed up equity research for HSBC Securities Canada, leading a team of 25 analysts. He is also the former Managing Director and Head of Institutional Equity Sales for National Bank Financial, and he’s spearheaded several private equity and private merchant banking ventures. At SIC, James leads the Toronto practice and is a portfolio manager working closely with the firm’s clients.
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May 23, 2019

Unreliable Investment Strategies

S&P Dow Jones Indices produces a semi-annual report comparing the performance of active managers to their target indices or benchmarks. The report is referred to as the SPIVA Scorecard (SPIVA standing for S&P Indices Versus Active Managers).  So, what does the SPIVA Scorecard tell us about performance?  As illustrated in the table above, for any regional equity class…


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