Lori Ann Reeve

Sceptre is a balanced and specialty fund manager that utilizes all the major asset classes as well as the critical asset mix decision to construct portfolios that provide clients with the best possible long-term investment performance commensurate with acceptable risk and a core-oriented approach. The firm incorporates a team-oriented approach to investing and uses a top-down process. In general, Sceptre invests in the stocks of Canadian small-cap and large-cap companies in the finance, energy minerals and non-energy minerals sectors.

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.

Functions as a College/University

Functions as a College/University