Michael White

Portfolio Manager at Picton Mahoney Asset Management
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I am a seasoned portfolio manager, specializing in multi-asset / multi-strategy mandates. I believe an over-arching focus on portfolio construction and risk management is critical in delivering desirable portfolio outcomes. I possess deep experience in several facets of the investment management industry as well as having enjoyed success in institutional equity sales, which has provided a unique perspective on capital markets and the competitive landscape for asset managers. I pride myself for persuasive, high integrity communication which garners results. I enjoy mentoring / coaching and active pursuits such as snowboarding, mountain biking and travel.

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  • The economic cycle is good, growth is there, monetary policy is swinging from easing to tightening, and the world is starting to feel normal again in a lot of ways, but at some point some of these macro risks are going to cause a flare up.