As Director of Research and Portfolio Manager, Tim is lead portfolio manager on our U.S. equity large cap strategy portfolio. He also works closely with the Chief Investment Officer on investment research and management of our other investment portfolios. We managed to grab Tim for a few minutes to get some insights into his life, both at the office and outside it.
What’s your favorite thing about working at Fulcrum?
Being intellectually stimulated and solving problems and challenges with Fulcrum’s hard-working, smart, high-integrity team.
What accomplishments are you most proud of?
Successfully moving my family to the U.S. from Canada and changing careers. Before Fulcrum, my working life had been spent on the institutional side focused on Canadian investments. Moving to a smaller, boutique firm and shifting to focus on the U.S. markets has been a stimulating challenge. As part of that move, I brought my wife and two children to the U.S. Making a home for them here and establishing ourselves in the community is something I am very proud of.
On a more specific note, I can’t believe I managed to pass the CAIA exam during the pandemic while working from home and schooling two young children.
What motivates you?
Continual improvement, both personally and professionally. I am always setting new goals and motivating myself to be better.
What do you do when you’re not at the office?
What’s been your best moment so far this year?
I spend a lot of time with my family doing sports and extracurricular activities. Driving the kids to sports practices and games keeps us busy. And I also do MMA, cycling, hiking, skiing – I love being outdoors.
Seeing my son hit 2 for 3 in baseball. Getting him to that moment was a process and I am still trying to get my voice back after all the cheering.
Do you have a pet?
We have a male lab puppy named Cooper and a twelve-year-old chocolate lab named Bailey. Fortunately, Bailey is fairly mellow and is pretty tolerant of Cooper – as long as he stays out of her food bowl.
What is one thing you can’t live without?
My wife, of course. And fitness; being able to get out and do things keeps me sane.
What’s your favorite TV show/movie?
The Count of Monte Cristo is my favorite movie, although it’s not as good as the book.
What’s something most people don’t know about you?
I grew up in a really small town – just about 500 people – in Alberta at the foot of Rockies. It was beautiful and my sisters and I grew up playing in the wilderness around our house.
What’s the one thing you can’t resist?
A good Pacific Northwest IPA and smokehouse almonds