CIK 1063497
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BECKERLEG, JAMES, MATTHEW | SHAREHOLDER, VICE PRESIDENT AND DIRECTOR | 2014-01 | 10–25% ·◆ |
| CHEVALIER, NICOLAS, GILLES | SHAREHOLDER, PRESIDENT, CEO & DIRECTOR | 2001-01 | 10–25% ·◆ |
| HUI, STEPHEN | SHAREHOLDER AND VICE PRESIDENT | 2014-01 | 10–25% ·◆ |
| AITKEN, ALLAN, IAN | SHAREHOLDER, VICE- CHAIR, DIRECTOR | 1989-12 | 5–10% ·◆ |
| POSPISIL, DOUGLAS, MALCOLM | SHAREHOLDER AND VICE PRESIDENT | 2014-01 | 5–10% ·◆ |
| CALZETTA, ANTHONY, MICHAEL | SHAREHOLDER, CHIEF FINANCIAL OFFICER | 2023-07 | <5% ·◆ |
| TAYLOR, ANGUS, SCOTT |
| SHAREHOLDER, VICE- CHAIR |
| 1968-09 |
| <5% ·◆ |
| TAYLOR, CAROLINE, SANDRA | SHAREHOLDER, CHIEF COMPLIANCE OFFICER | 2024-01 | <5% ·◆ |
| TORY, JEFFREY, STEWART | SHAREHOLDER, CHAIR AND DIRECTOR | 1989-12 | <5% ·◆ |
| GARSCHAGEN, ANDREW, CORNELIUS | SHAREHOLDER, VICE PRESIDENT AND DIRECTOR | 2017-01 | 10–25% |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| MCLAUGHLIN, MICHAEL, PATRICK | SHAREHOLDER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER · SHAREHOLDER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND DIRECTOR | 2023-02 | — not seen at a tracked firm |
| WHITTALL, DAVID, WILLIAM LAFONTAINE | CHIEF RISK OFFICER | 2022-02 | — not seen at a tracked firm |
| SOUTAR, IAN, ALEXANDER | SHAREHOLDER, VICE-CHAIRMAN AND DIRECTOR | 2016-03 | — not seen at a tracked firm |
| SHANNON, MICHAEL, CARTER | SHAREHOLDER, VICE-PRESIDENT AND DIRECTOR | 2015-03 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
