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Profile
Dr. John J.
Schmitz is a Portfolio Manager & Chief Executive Officer at SciVest Capital Management, Inc. He is an expert in the research, development and implementation of quantitative investment management processes, including real-time management of the resulting portfolios.
Dr. Schmitz developed the investment management processes and technology necessary to manage global long-short market neutral equity strategies.
During his studies and research Dr. Schmitz spent extensive time consulting on portfolio management, and has considerable money management experience having held several senior money management positions.
Upon completion of his Ph.D.
in 1997, Dr. Schmitz joined Alpha Strategic Partners Inc. as Vice President of Investment Management and Research, where he formed a quantitative investment management department, initiating and managing several Canadian and U.S.
equity mutual funds.
In 1999, Dr. Schmitz moved to be Senior Vice President of Investments at MAXXUM Fund Management Inc., a subsidiary of Investors Group and later Mackenzie Financial Corporation, where the SciVest Market Neutral Equity Fund was first launched.
Mr. Schmitz holds the Chartered Financial Analyst designation.
John J. Schmitz active positions
| Companies | Position | Start |
|---|---|---|
SciVest Capital Management, Inc.
 SciVest Capital Management, Inc. Investment ManagersFinance Provides investment advice | Chief Executive Officer | - |
Former positions of John J. Schmitz
| Companies | Position | End |
|---|---|---|
SciVest Alternative Strategies, Inc.
 SciVest Alternative Strategies, Inc. Investment ManagersFinance SciVest uses quantitative investment analysis and mathematical optimization to create portfolios that add significant value through management of risk with little or no market exposure. The firm's funds are managed with a market neutral strategy. | Director of Research - Equity | 31/07/2007 |
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Portfolio Manager-Equities | 30/07/2002 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
7
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Finance |
SciVest Alternative Strategies, Inc.
SciVest Alternative Strategies, Inc. Investment ManagersFinance SciVest uses quantitative investment analysis and mathematical optimization to create portfolios that add significant value through management of risk with little or no market exposure. The firm's funds are managed with a market neutral strategy. | Finance |
SciVest Capital Management, Inc.
SciVest Capital Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
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