Profile
Mr. Keith A. McLean, CFA MBA, is President & Chief Investment Officer at Sphere Investment Management, Inc. He has more than 20 years of equity investment analysis and portfolio management experience.
Mr. McLean was previously employed as Head of Equities & Managing Partner by GMP Investment Management LP, a Vice President & Portfolio Manager by Investors Group, Inc., Portfolio Manager & Equity Analyst by MFS Investment Management Canada Ltd. and New Brunswick Investment Management Corp.
He received his BA in Philosophy from the University of Western Ontario and an MBA in Finance from Dalhousie University.
Keith Andrew McLean active positions
| Companies | Position | Start |
|---|---|---|
Sphere Exchange Traded Investments Ltd.
Sphere Exchange Traded Investments Ltd. Investment ManagersFinance Provides investment services | President | - |
Former positions of Keith Andrew McLean
| Companies | Position | End |
|---|---|---|
GMP Investment Management LP
GMP Investment Management LP Investment ManagersFinance GMP Investment Management (GMPIM) seeks to generate superior risk-adjusted absolute investment returns over the long-term by utilizing an integrated multi-strategy approach consisting of diversified investment strategies. The firm employs a variety of proprietary strategies, systems and technologies with the objective of delivering steady growth and low volatility. GMPIM's portfolio managers adhere to the firm's proprietary investment processes and models to analyze the relative investment attractiveness of various securities, industries and situations, depending on where they are in the market cycle. They also employ a rigorous risk management process, which encompasses strict guidelines with respect to single-name and industry concentrations and liquidity. The GMPIM Equity Opportunities Fund (EOF) is a long/short equity fund that focuses on the Canadian and US investment universe. The EOF seeks to preserve capital, manage volatility and provide attractive returns. To be able to capitalize on all market conditions, EOF employs 5 five core strategies, with broad sector representation. The EOF seeks to generate superior risk-adjusted returns over the long-term by utilizing GMPIM's proprietary Cyclical and Quantitative Investment Process. The Canadian Asset Backed Commercial Paper Fund (ABCP Fund) invests in securities from the Master Asset Vehicles (MAV) that were created after the restructuring of the non-bank sponsored Canadian ABCP market in 2008. The fund seeks to capitalize on the attractive risk/return potential of this liquid, $10.5 billion market opportunity. The GMPIM Equity Opportunities Fund (EO Fund) seeks to generate superior risk-adjusted returns over the long-term by utilizing GMPIM's proprietary Cyclical and Quantitative Investment process. The GMP Diversified Alpha Fund (Alpha Fund) is a tax-effective, multi-strategy fund consisting of diversified investments. The fund seeks to generate optimal risk-adjusted absolute returns over the long-term and to preserve capital through the ongoing use of prudent risk-management tools. In managing this fund, GMPIM applies a 'hub and spoke' structure. The Alpha Fund's mandate allows for exposure to equity, credit and quantitative investment opportunities. GMPIM's investment process seeks to identify the best combination of investments from a wide range of opportunities across all asset classes. Each strategy has target ranges for capital allocation. Within each strategy, there are also limits by sub-strategy and position. These limits are based on: (1) the potential drawdown in each strategy (2) the underlying liquidity of each investment and (3) portfolio diversity requirements. | Head-Equity Investments | 01/06/2013 |
Sphere Investment Management, Inc.
Sphere Investment Management, Inc. Investment ManagersFinance Provides investment advice | President | - |
Investors Group, Inc.
Investors Group, Inc. Investment ManagersFinance Provides financial planning services | Corporate Officer/Principal | - |
Vestcor Investment Management Corp.
Vestcor Investment Management Corp. Investment ManagersFinance Vestcor Investment Management Corp. invests in Canadian, US and international equities and fixed-income securities. They also invest in inflation liked assets including real return bonds, real estate, infrastructure and commodities. Their alternative investments include absolute return strategies and private equity investments. | Corporate Officer/Principal | - |
MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Canada is an active, long-term investor which employs fundamental-based, research-driven investment approach. The firm offers a broad range of investments strategies such as equity, fixed income, blended research and specialty/multi-asset. All the firm's research is conducted by small teams which build model portfolios for Canadian equities, US equities, international equities, global equities, fixed-income and asset mix. The decisions of each of these groups are then implemented according to the investment objectives of each client. | Corporate Officer/Principal | - |
Training of Keith Andrew McLean
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Canada is an active, long-term investor which employs fundamental-based, research-driven investment approach. The firm offers a broad range of investments strategies such as equity, fixed income, blended research and specialty/multi-asset. All the firm's research is conducted by small teams which build model portfolios for Canadian equities, US equities, international equities, global equities, fixed-income and asset mix. The decisions of each of these groups are then implemented according to the investment objectives of each client. | Finance |
Dalhousie University
Dalhousie University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Western Ontario
University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investors Group, Inc.
Investors Group, Inc. Investment ManagersFinance Provides financial planning services | Finance |
Vestcor Investment Management Corp.
Vestcor Investment Management Corp. Investment ManagersFinance Vestcor Investment Management Corp. invests in Canadian, US and international equities and fixed-income securities. They also invest in inflation liked assets including real return bonds, real estate, infrastructure and commodities. Their alternative investments include absolute return strategies and private equity investments. | Finance |
GMP Investment Management LP
GMP Investment Management LP Investment ManagersFinance GMP Investment Management (GMPIM) seeks to generate superior risk-adjusted absolute investment returns over the long-term by utilizing an integrated multi-strategy approach consisting of diversified investment strategies. The firm employs a variety of proprietary strategies, systems and technologies with the objective of delivering steady growth and low volatility. GMPIM's portfolio managers adhere to the firm's proprietary investment processes and models to analyze the relative investment attractiveness of various securities, industries and situations, depending on where they are in the market cycle. They also employ a rigorous risk management process, which encompasses strict guidelines with respect to single-name and industry concentrations and liquidity. The GMPIM Equity Opportunities Fund (EOF) is a long/short equity fund that focuses on the Canadian and US investment universe. The EOF seeks to preserve capital, manage volatility and provide attractive returns. To be able to capitalize on all market conditions, EOF employs 5 five core strategies, with broad sector representation. The EOF seeks to generate superior risk-adjusted returns over the long-term by utilizing GMPIM's proprietary Cyclical and Quantitative Investment Process. The Canadian Asset Backed Commercial Paper Fund (ABCP Fund) invests in securities from the Master Asset Vehicles (MAV) that were created after the restructuring of the non-bank sponsored Canadian ABCP market in 2008. The fund seeks to capitalize on the attractive risk/return potential of this liquid, $10.5 billion market opportunity. The GMPIM Equity Opportunities Fund (EO Fund) seeks to generate superior risk-adjusted returns over the long-term by utilizing GMPIM's proprietary Cyclical and Quantitative Investment process. The GMP Diversified Alpha Fund (Alpha Fund) is a tax-effective, multi-strategy fund consisting of diversified investments. The fund seeks to generate optimal risk-adjusted absolute returns over the long-term and to preserve capital through the ongoing use of prudent risk-management tools. In managing this fund, GMPIM applies a 'hub and spoke' structure. The Alpha Fund's mandate allows for exposure to equity, credit and quantitative investment opportunities. GMPIM's investment process seeks to identify the best combination of investments from a wide range of opportunities across all asset classes. Each strategy has target ranges for capital allocation. Within each strategy, there are also limits by sub-strategy and position. These limits are based on: (1) the potential drawdown in each strategy (2) the underlying liquidity of each investment and (3) portfolio diversity requirements. | Finance |
Sphere Investment Management, Inc.
Sphere Investment Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Sphere Exchange Traded Investments Ltd.
Sphere Exchange Traded Investments Ltd. Investment ManagersFinance Provides investment services | Finance |
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