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Sara Shahram
Portfolio Manager-Equities at
Beutel, Goodman & Co. Ltd.
Profile
Ms. Sara Shahram, CFA MBA, is a Vice President of Canadian Equities at Beutel, Goodman & Co. Ltd. She joined Beutel Goodman in 2023 and has more than 20 years of investment industry experience.
As Vice President, Canadian Equities, she has analytical and portfolio management responsibilities as part of the Canadian Equity team.
Most recently, she was a portfolio manager at Empire Life Investments, with a primary focus on Canadian equities.
She holds a Bachelor of Commerce degree and an MBA from the University of Toronto.
Sara Shahram active positions
| Companies | Position | Start |
|---|---|---|
Beutel, Goodman & Co. Ltd.
 Beutel, Goodman & Co. Ltd. Investment ManagersFinance Beutel Goodman aims to deliver superior risk-adjusted portfolio performance to their clients over the long-term. They pursue this through the ownership of debt and equity positions in high-quality companies. The firm employs a fundamental bottom-up value investment philosophy, which is grounded in a highly disciplined proprietary research process, with a focus on capital preservation, absolute risk reduction and downside protection in declining markets. | Portfolio Manager-Equities | 01/05/2023 |
Former positions of Sara Shahram
| Companies | Position | End |
|---|---|---|
Empire Life Investments, Inc.
 Empire Life Investments, Inc. Investment ManagersFinance Empire Life Investments focuses on attractively valued, high-quality businesses, with a focus on downside protection. The firm’s equity investment process follows a rigorous five-step process: define universe, idea generation, analyze, fundamental analysis, and portfolio construction. When selecting fixed-income investments, Empire Life Investments employs an active, multi-strategy approach. They combine both a top-down macroeconomic analysis on interest rate and yield curve as well as a bottom-up credit research with a focus on undervalued securities and sectors. | Portfolio Manager-Equities | 01/05/2023 |
Training of Sara Shahram
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
23
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Beutel, Goodman & Co. Ltd.
Beutel, Goodman & Co. Ltd. Investment ManagersFinance Beutel Goodman aims to deliver superior risk-adjusted portfolio performance to their clients over the long-term. They pursue this through the ownership of debt and equity positions in high-quality companies. The firm employs a fundamental bottom-up value investment philosophy, which is grounded in a highly disciplined proprietary research process, with a focus on capital preservation, absolute risk reduction and downside protection in declining markets. | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Empire Life Investments, Inc.
Empire Life Investments, Inc. Investment ManagersFinance Empire Life Investments focuses on attractively valued, high-quality businesses, with a focus on downside protection. The firm’s equity investment process follows a rigorous five-step process: define universe, idea generation, analyze, fundamental analysis, and portfolio construction. When selecting fixed-income investments, Empire Life Investments employs an active, multi-strategy approach. They combine both a top-down macroeconomic analysis on interest rate and yield curve as well as a bottom-up credit research with a focus on undervalued securities and sectors. | Finance |
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