Kevin Wilfred Charlebois

President, Chief Investment Officer & Director at Soundvest Capital Management Ltd.

Kevin Wilfred Charlebois

Kevin Wilfred Charlebois

President, Chief Investment Officer & Director at Soundvest Capital Management Ltd.

Overview
Career Highlights

Soundvest Equity Fund
Soundvest Capital Management Ltd.

RelSci Relationships

211

Number of Boards

10

Number of Awards

1

Relationships
RelSci Relationships are individuals Kevin Wilfred Charlebois likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Manager-Finance & Administration at Soundvest Capital Management Ltd.

Relationship likelihood: Strong

Controller at Soundvest Capital Management Ltd.

Relationship likelihood: Strong

Head of Funds at Brookfield Investment Management, Inc.

Relationship likelihood: Strong

Director, President, Chief Executive Officer & Managing Director at Brookfield Global Listed Infrastructure Income Fund, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at WIA, Inc.

Relationship likelihood: Strong

Director, Chief Financial Officer, Treasurer & Secretary at Brookfield Select Opportunities Income Fund

Relationship likelihood: Strong

Former Chief Financial Officer at Dream Office Real Estate Investment Trust

Relationship likelihood: Strong

Portfolio Manager & Equity Analyst at Soundvest Capital Management Ltd.

Relationship likelihood: Strong

Portfolio Manager & Equity Analyst at Soundvest Capital Management Ltd.

Relationship likelihood: Strong

Senior Vice President at Soundvest Capital Management Ltd.

Relationship likelihood: Strong

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Kevin Wilfred Charlebois
President, Chief Investment Officer & Director at Soundvest Capital Management Ltd.
Education
Class of 1974

Carleton College, a non-denominational institution, was founded in 1942 at the height of the Second World War by the Ottawa Association for the Advancement of Learning. It was originally located in a rented building and only offered night courses in public administration and introductory university subjects. When the war ended in 1945, the College began expanding to meet the needs of veterans coming home. The Faculty of Arts and Science was established, which included courses in journalism and first-year engineering.

Memberships
Career History
President, Chief Investment Officer & Director
2009 - Current

Soundvest Capital Management employs a conservative, long-term approach to managing equity investments. They apply a rigorous buy/sell discipline to all investments. The firm focuses on the disciplined accumulation of securities at reasonable prices to maximize future cash flows for their clients. They take a top-down approach to selecting asset allocation and fixed-income portfolios and they take a bottom-up approach to equity security selection.In selecting equities, the firm identifies and invests in successful businesses that are run by experienced management teams, that have favorable microeconomic characteristics and are available at attractive prices. Soundvest employs risk reduction techniques to preserve capital. They look for firms with a sound cost control discipline, that make prudent assumptions for maintenance and growth capital expenditures, use debt conservatively, that use conservative accounting practices and that have sound corporate governance. Companies should also have a sustainable competitive position in their chosen market place, the ability to generate steady or growing free cash flow through various economic cycles, higher than average returns on equity and invested capital and low capital expenditure requirements.Soundvest seeks to invest in companies that are priced below their intrinsic value. However, if the intrinsic value of a company is growing at a meaningful rate, they may invest in such a corporation at its intrinsic value. The firm determines intrinsic values using the following methods: detailed discounted cash flow analysis, private market valuation analysis and comparative business analysis. Intrinsic value analysis is complemented with a proprietary quantitative model to determine the historical relationship between a company's share price and traditional valuation measures. Independent forecasts are made to identify businesses that offer a favorable upside reward profile relative to downside risk.Soundvest follows a conservative, disciplined and fundamentally based approach to fixed-income investing. They strive to construct high-quality, liquid, diversified portfolios with an emphasis on total rate of return while preserving capital against inflation over a full economic cycle. They use a measured approach to duration management, rather than making dramatic changes based on interest rate forecasts. The firm also continuously monitors market conditions and economic factors to ensure that portfolio durations are appropriate. They conduct their own due diligence with respect to credit quality and ensure that portfolios have appropriate credit diversification. While economic fundamentals drive their long-term approach, Soundvest also employs tactics to take advantage of periodic market opportunities to add value to client portfolios.

President, Chief Executive Officer, Secretary & Chief Investment Officer
Current

Soundvest Equity Fund is a closed-end investment fund. It engages in the management of a diversified portfolio of preferred and common shares, income trusts, income securities, including bonds and debentures, Canadian mortgage-backed securities, real estate investment trusts, and other equity securities. The company was founded on September 28, 2005 and is headquartered in Ottawa, Canada.

Director, President, Chief Executive Officer, Secretary & Chief Investment Officer
Current

Soundvest Split Trust is a closed-end investment fund and investment trust. It portfolio consists of common and preferred shares, income securities, including bonds and debentures, income trusts, real estate investment trusts, Canadian mortgage-backed securities and other equity securities. The firm’s investment objective is to provide security holders with fixed quarterly interest payments, regular distributions and to maximize long-term total return The company was founded on February 25, 2005 and is headquartered in Ottawa, Canada.

Boards & Committees
President, Chief Executive Officer, Secretary, Director & CIO
2010 - Current

Soundvest Split Trust is a closed-end investment fund and investment trust. Its portfolio consists of common and preferred shares, income securities, including bonds and debentures, income trusts, real estate investment trusts, Canadian mortgage-backed securities, and other equity securities. The firm's investment objective is to provide security holders with fixed quarterly interest payments, regular distributions, and to maximize long-term total return. The company was founded on February 25, 2005 and is headquartered in Ottawa, Canada.

President, Chief Investment Officer & Director
Current

Soundvest Capital Management employs a conservative, long-term approach to managing equity investments. They apply a rigorous buy/sell discipline to all investments. The firm focuses on the disciplined accumulation of securities at reasonable prices to maximize future cash flows for their clients. They take a top-down approach to selecting asset allocation and fixed-income portfolios and they take a bottom-up approach to equity security selection.In selecting equities, the firm identifies and invests in successful businesses that are run by experienced management teams, that have favorable microeconomic characteristics and are available at attractive prices. Soundvest employs risk reduction techniques to preserve capital. They look for firms with a sound cost control discipline, that make prudent assumptions for maintenance and growth capital expenditures, use debt conservatively, that use conservative accounting practices and that have sound corporate governance. Companies should also have a sustainable competitive position in their chosen market place, the ability to generate steady or growing free cash flow through various economic cycles, higher than average returns on equity and invested capital and low capital expenditure requirements.Soundvest seeks to invest in companies that are priced below their intrinsic value. However, if the intrinsic value of a company is growing at a meaningful rate, they may invest in such a corporation at its intrinsic value. The firm determines intrinsic values using the following methods: detailed discounted cash flow analysis, private market valuation analysis and comparative business analysis. Intrinsic value analysis is complemented with a proprietary quantitative model to determine the historical relationship between a company's share price and traditional valuation measures. Independent forecasts are made to identify businesses that offer a favorable upside reward profile relative to downside risk.Soundvest follows a conservative, disciplined and fundamentally based approach to fixed-income investing. They strive to construct high-quality, liquid, diversified portfolios with an emphasis on total rate of return while preserving capital against inflation over a full economic cycle. They use a measured approach to duration management, rather than making dramatic changes based on interest rate forecasts. The firm also continuously monitors market conditions and economic factors to ensure that portfolio durations are appropriate. They conduct their own due diligence with respect to credit quality and ensure that portfolios have appropriate credit diversification. While economic fundamentals drive their long-term approach, Soundvest also employs tactics to take advantage of periodic market opportunities to add value to client portfolios.

President, Chief Executive Officer, Secretary, Director & CIO
Current

Soundvest Equity Fund is a closed-end investment fund. It engages in the management of a diversified portfolio of preferred and common shares, income trusts, income securities, including bonds and debentures, Canadian mortgage-backed securities, real estate investment trusts, and other equity securities. The company was founded on September 28, 2005 and is headquartered in Ottawa, Canada.

Chairman, Board of Governors
Prior

Algonquin College of Applied Arts and Technology is a publicly funded English-language college and member of Polytechnics Canada.

Chairman, Finance Committee
Prior
Awards & Honors
CFA (Chartered Financial Analyst)
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