Michael White | Source | Portfolio Manager at Picton Mahoney Asset Management
Michael White
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.
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This fund manager is staying vigilant on risk as investor complacency grows
“Hedge means mitigating risk, as opposed to embracing risk.”
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Post-pandemic portfolios
Standing on the other side of the valley, now is not the time to rely upon the habit-formed portfolio, writes Michael White
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Picton Mahoney Asset Management (https://www.pictonmahoney.com)
Portfolio Manager
started Jun 2016