Kelly Patrick

Head-Equity Investments at

1832 Asset Management LP

52 year

Finance

Consumer Services

Profile

Kelly L.
Patrick is Co-Head of Equities & Portfolio Manager at 1832 Asset Management LP since 2025.
Former roles include Principal at CIBC World Markets, Inc., Principal at Palos Capital Corp., and Co-Head of Equities & Portfolio Manager at Jarislowsky, Fraser Ltd. from 2020 to 2025.
Education includes an MBA from Concordia University and an undergraduate degree from the University of Alberta.

Kelly Patrick active positions

Companies	Position	Start
1832 Asset Management LP 1832 Asset Management LP Investment ManagersFinance 1832 AM employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. The firm invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach to add positive incremental gains over time.	Head-Equity Investments	01/11/2025

All active positions of Kelly Patrick

Former positions of Kelly Patrick

Companies	Position	End
Jarislowsky, Fraser Ltd. Jarislowsky, Fraser Ltd. Investment ManagersFinance JFL creates diversified balanced portfolios consisting of fixed income assets as well as North American and international equities. It aims to add value through longer-term asset mix positioning rather than short-term trading. For many of their portfolios, they strive to keep portfolio volatility or risk to a minimum by implementing gradual asset mix changes and often employ a “buy and hold” strategy. The firm’s style has historically emphasized buying long-term growth at a price they have deemed reasonable. JFL integrates Environmental, Social, and Governance (ESG) considerations in their assessment of quality across many of their strategies.	Head-Equity Investments	01/11/2025
Palos Capital Corp. Palos Capital Corp. Finance/Rental/LeasingFinance Provides loans to individuals	Corporate Officer/Principal	-
CIBC World Markets, Inc. CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Jarislowsky, Fraser Ltd. Jarislowsky, Fraser Ltd. Investment ManagersFinance JFL creates diversified balanced portfolios consisting of fixed income assets as well as North American and international equities. It aims to add value through longer-term asset mix positioning rather than short-term trading. For many of their portfolios, they strive to keep portfolio volatility or risk to a minimum by implementing gradual asset mix changes and often employ a “buy and hold” strategy. The firm’s style has historically emphasized buying long-term growth at a price they have deemed reasonable. JFL integrates Environmental, Social, and Governance (ESG) considerations in their assessment of quality across many of their strategies.	Finance
1832 Asset Management LP 1832 Asset Management LP Investment ManagersFinance 1832 AM employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. The firm invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach to add positive incremental gains over time.	Finance
CIBC World Markets, Inc. CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Concordia University Concordia University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Alberta University of Alberta Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Palos Capital Corp. Palos Capital Corp. Finance/Rental/LeasingFinance Provides loans to individuals	Finance