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Research & Analytics

Dave Paterson, CFA Director

Dave Paterson, CFA

As Director, Public Markets Research & Analytics at Westcourt Capital Corporation, Dave leads the sourcing, evaluation, and ongoing monitoring of Westcourt’s recommended public market investment products. More specifically, Dave’s research and due diligence expertise focuses on equity and fixed income funds, including hedge funds, exchange traded funds, pooled funds and mutual funds.

In addition to providing Westcourt with public markets research, Dave is registered as a Portfolio Manager (Advising Representative) with Westcourt. In this role, Dave constructs low cost, diversified mutual fund and exchange traded fund portfolios for Westcourt’s clients using his proprietary portfolio optimization model. He also creates model portfolios for registered third-party dealers to offer to their clients.

Dave has been actively involved in the Canadian investment industry since 1994, specializing in investment fund research early in his career. Currently Dave performs ongoing analysis on thousands of mutual funds and exchange traded funds using his proprietary fund valuation model. Based on this analysis, he produces a monthly “Investment Fund Ranking” report and quarterly “Recommended List of Funds” and “ETF Focus List” reports.

Dave earned a Bachelors of Commerce degree from the University of Windsor and is a Chartered Financial Analyst (CFA) charterholder. He is registered as a Portfolio Manager (Advising Representative) for Westcourt in Ontario and is a member of Westcourt’s Investment Committee.