Robert McWhirter, CFA
President
Robert McWhirter, CFA, President, focuses on investing in small-cap Canadian industrial, technology and healthcare companies.
Mr. McWhirter licenses his stock selection methodology, the Canadian Conservative Growth Strategy, on a non-exclusive basis to Margaret Samuel, MBA, LLB, CFA President, CEO and Portfolio Manager at Enriched Investing Enriched Investing Incorporated
<www.enrichedinvesting.com>.
He does not manage or advise funds for private or institutional clients, and does not offer a newsletter or blog.
Mr. McWhirter has more than 30 years in the securities industry. He uses a 12-factor stock selection methodology that has both growth and value characteristics, including: return on equity, earnings surprise, earnings estimate revision, price to book, and price to earnings ratios.
He managed the Northwest Specialty Innovations Fund, which was awarded the Science and Technology Equity Fund of the Year in Canada in 2004, 2005 and 2006 by the Canadian Investment Awards. Mr. McWhirter also managed funds on behalf of NexGen Financial, including: NexGen Canadian Dividend and Income, NexGen Canadian Growth, NexGen North American Small/Mid Cap and NexGen Canadian Growth and Income.
Prior to establishing SAMI, Mr. McWhirter was VP and Portfolio Manager at RBC Global Investment Management Inc. where he managed approximately $2.25 billion in the Canadian High-Technology sector of the Royal Bank’s Canadian Equity Mutual Funds.
Mr. McWhirter is a holder of the Chartered Financial Analyst designation (CFA). He has a diploma in Business Marketing and Logistics.
Mr. McWhirter may be reached at 416-508-4237 rmcwhirter@selectiveasset.com
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