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Pitches & Reports

Analysts and Associates pitch equity investment ideas to the Investment Committee. Successful pitches will get initiated into our portfolio.

Here is a selection of our featured pitches from years past:

2025/2026

Costco Wholesale Corp (NASDAQ: COST)

Consumer Goods

Sector Head: Ben Brownlie

Associate: Chanel Lafrance

Senior Analyst: Bella Bae

Junior Analysts: Anderson Ko, Carter Van Unen

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FactSet Research Systems Inc. (NYSE: FDS)

TMT

Sector Head: Kristina Désormeaux

Associate: Theo Ribeiro

Senior Analysts: Jonny McVicar, Mark Johannes

Junior Analysts: Aamir Kapasi, Lauren Newcombe, Leah Park

Golub Capital BDC, Inc.
(NASDAQ: GBDC)

FIG

Sector Head: Mohammad Daas

Associate: Caleb White

Senior Analyst: Trisha Nagpal

Junior Analysts: Ella V., Kashish Arora, Tomo Hursthouse

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Pembina Pipeline Corporation
(TSX: PPL)

EIT

Sector Head: David de Souza Vaz

Associate: Tanisha Saha

Senior Analysts: Annie Wu, Cole Kershaw

Junior Analysts: Jett Koch, Maya Nino, Teni Somefun

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APi Group Corp
(NYSE: APG)

Healthcare & Industrials

Sector Head: Mason Brown

Associate: Charlie McGee

Senior Analyst: Zeena Khalidi

Junior Analysts: Mateo Curak, Oliver Tuey

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Equity Residential
(NYSE: EQR)

Real Estate

Sector Heads: Edison Huang, Luke Parolin

Associate: Troy von Svoboda

Senior Analysts: Alexander Kielmann, Milin Aujla

Junior Analysts: Sam Johnston, Sameer Sayeed

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2024/2025

Intuitive Surgical (NASDAQ: ISRG)

Healthcare & Industrials

Sector Head: Nancy Zamarron Cantu, Will Missere

Associate: Mason Brown

Senior Analyst: Tanisha Saha

Junior Analysts: Mathieu Marciano, George Luo, Joy Yang

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Canadian Natural Resources (TSX: CNQ)

EIT

Sector Head: Tara Lorimer

Associate: Davis Beauchamp

Senior Analyst: Ethan Tinevez

Junior Analysts: Bella Bae, Cole Kershaw, Sofia Ng

Amazon
(NASDAQ: AMZN)

Consumer Goods

Sector Head: Ethan Busch

Associate: Dev Saroya

Senior Analyst: Kristina Dsormeaux

Junior Analysts: Charlie Mcgee, Chanel Lafrance

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2023/2024

General Electric (NYSE: GE)

Real Assets

Sector Head: Nik Tchir

Associate: Alejandro Solano Romero

Analysts: Davis Beauchamp, Tanisha Saha

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Franco Nevada
(NYSE: FNV)

Natural Resources

Sector Head: Cameron Fong
Associate: Tara Lorimer
Analysts: Sean Brennan, Kristina Desormeaux, Luke Parolin

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2022/2023

First Industrial Trust, Inc. (NYSE: FR)

Real Estate

Sector Head: Taeyeon Lee

Associate: Abdulaziz Umiryayev

Analysts: Ben Brownlie, Edison Huang, Kai Smart

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Alexandria Real Estate Equities Inc.
(NYSE: ARE)

Real Estate

Sector Head: Taeyeon Lee

Associate: Abdulaziz Umiryayev

Analysts: Ben Brownlie, Edison Huang, Kai Smart

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TSMC
(NYSE: TSM)

TMT

Sector Head: Grace Lee

Associate: Jordan Black 

Analysts: Malia Bryson, Ethan Harvey, Avram Prljincevic

Autoliv
(NYSE: ALV)

TMT

Sector Head: Grace Lee

Associate: Jordan Black

Analysts: Malia Bryson, Ethan Harvey, Avram Prljincevic

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Next Era Energy Partners
(NYSE: NEP)

Natural Resources

Sector Head: John McKenzie
Associate: Taeyeon Lee 
Analysts: Malia Bryson, Jack Hallion, Miguel Li

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