Steven William MacMillan

Portfolio Manager at Fidelity (Canada) Asset Management ULC

Steven William MacMillan

Steven William MacMillan

Portfolio Manager at Fidelity (Canada) Asset Management ULC

Biography

Mr. Steven W. MacMillan, CFA, is a Portfolio Manager at Fidelity (Canada) Asset Management ULC. He has over 18 years of industry experience.Mr. MacMillan was previously employed as a Vice President by KBSH Capital Management, Inc. He received his undergraduate degree from Wilfrid Laurier University.

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Portfolio Manager at Fidelity Management & Research Co.

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Portfolio Manager at Fidelity (Canada) Asset Management ULC

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Portfolio Manager at Fidelity (Canada) Asset Management ULC

Relationship likelihood: Strong

Portfolio Manager at Fidelity (Canada) Asset Management ULC

Relationship likelihood: Strong

Portfolio Manager at Fidelity (Canada) Asset Management ULC

Relationship likelihood: Strong

Portfolio Manager at Fidelity (Canada) Asset Management ULC

Relationship likelihood: Strong

Portfolio Manager at Fidelity (Canada) Asset Management ULC

Relationship likelihood: Strong

Portfolio Manager at Fidelity Management & Research Co.

Relationship likelihood: Strong

Portfolio Manager at Fidelity (Canada) Asset Management ULC

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Associate Portfolio Manager at Fidelity (Canada) Asset Management ULC

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Steven William MacMillan
Portfolio Manager at Fidelity (Canada) Asset Management ULC
Education

Wilfrid Laurier University is devoted to learning, research, scholarship, creativity, expertise and personal development of students.

Career History
Portfolio Manager
2008 - Current

Fidelity (Canada) Asset Management ULC's investment approach is based the belief that in-depth fundamental analysis of companies can identify securities that may outperform the market. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across Canadian, US and global markets, as well as quantitative and technical portfolio managers and analysts. FIAM Canada offers a wide variety of investment solutions including: Canadian, US and International/Global equity strategies; Diversified, Active/Single Sector, and Custom (Liability-Driven and Tactical Bond) fixed-income strategies; and Multi-Asset Class Asset Allocation Products including Strategic Balanced, Tactical Asset Allocation and Balanced Trust Services.

Vice President
2000 - 2008

KBSH Capital Management is a growth manager that employs fundamental financial analysis and a disciplined security selection process. The firm seeks to maintain above average risk-adjusted performance over the long-term.KBSH's equity selection approach is based on bottom-up analysis. They seek growth companies with strong sales, superior cash flows, high ROE and reasonable valuations. Other considerations include management strength, industry dynamics, the integrity of accounting policies and the quality of the balance sheet. KBSH tends to invest in the stocks of US and Canadian companies in the finance, technology services and industrial services sectors. The firm invests across all market-caps and maintains a high turnover rate.KBSH's fixed-income management begins with a macroeconomic outlook. The firm employs interest rate forecast to determine portfolio duration and term structure. Sector and security selection results from a combination of rate levels, yield spreads and credit analysis.

Other Affiliations

Steven William MacMillan is affiliated with Fidelity (Canada) Asset Management ULC, KBSH Capital Management, Inc.

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