Ian Kerr

Leon Frazer & Associates' investment process starts with the development of their high-level economic view, which is based on both domestic and global conditions. From this, the firm focuses on long-term investment themes which they use to determine investment weightings in the key sectors of the economy. These views will also determine cash weightings. The Leon Frazer portfolio invests in companies that make up the “backbone” of the economy. Depending on economic conditions at least 40%-60% of the portfolio is generally invested in pipelines, utilities, telecoms, and financial services.

Beltrae Partners invests in companies located in the United Kingdom. The firm targets companies operating across a broad range of sectors and industries. It provides financing for acquisitions, MBOs, and MBI transactions with an investment size of GBP 1 - 15 million. The firm also take a board seat.

Develops software products for digital pathology, drug discovery and tissue research

MacNicol & Associates aims to protect and maximize clients’ wealth and deliver significant long-term growth through a variety of global investments. Their approach seeks to limit risk through diversification and by reducing portfolios' exposure to the political and economic factors of any single country or specific sector. The firm offers a variety of models to suit clients' varied investment objectives and risk tolerance including low-risk investments in fixed-income assets and moderate and higher-risk investments in Canadian, US and Global equities.

Functions as a College/University