Bill Kovalchuk

Founder at

Claret Asset Management Corp.

Consumer Services

Producer Manufacturing

Finance

Profile

Mr. William K.
Kovalchuk, CFA MBA, is a President & Senior Portfolio Manager at Claret Asset Management Corp.
He began his professional career in 1986.
He co-founded the firm in 1996 and has been President and Portfolio Manager ever since.
Mr. Kovalchuk was President of the Montreal Society of Financial Analysts in 1996-97 and was the President’s Council Representative for Canada from 2000-2004 for the CFA Institute.
He holds a Bachelor’s degree in Commerce from Concordia University and an MBA from McGill University.
He is a Chartered Financial Analyst since 1991.

Bill Kovalchuk active positions

Companies	Position	Start
Claret Asset Management Corp. Claret Asset Management Corp. Investment ManagersFinance Claret aims to maximize long-term, after-tax returns, given their clients’ constraints, while ensuring each of their clients’ peace of mind in the short-term. The firm creates portfolios that consist of bonds/fixed income securities as well as North American and international equities/stocks. They aim to add value through security selection. Portfolio volatility or risk is managed by diversification.	Founder	01/01/1996

All active positions of Bill Kovalchuk

Former positions of Bill Kovalchuk

Companies	Position	End
Dynetek Industries Ltd. Dynetek Industries Ltd. Industrial MachineryProducer Manufacturing Develops and manufactures fuel storage system for compressed natural gas and hydrogen powered vehicles	Director/Board Member	27/08/2007
Montreal Society of Financial Analysts	President	01/01/1997

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Linked companies

Private companies	5
Dynetek Industries Ltd. Dynetek Industries Ltd. Industrial MachineryProducer Manufacturing Develops and manufactures fuel storage system for compressed natural gas and hydrogen powered vehicles	Producer Manufacturing
McGill University McGill University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Concordia University Concordia University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Montreal Society of Financial Analysts
Claret Asset Management Corp. Claret Asset Management Corp. Investment ManagersFinance Claret aims to maximize long-term, after-tax returns, given their clients’ constraints, while ensuring each of their clients’ peace of mind in the short-term. The firm creates portfolios that consist of bonds/fixed income securities as well as North American and international equities/stocks. They aim to add value through security selection. Portfolio volatility or risk is managed by diversification.	Finance