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Rhonda Arlene Dalley
Portfolio Manager-Equities at
Portfolio Management Corp.
Profile
Ms. Rhonda A. Dalley, CFA MBA, is a Managing Director at Portfolio Management Corp.
She joined the firm in September 2007.
She has over 25 years investment experience as a Research Analyst and Portfolio Manager.
Ms. Dalley started her career at Sceptre Investment Counsel analyzing international companies before moving to Canada Trust where she conducted fundamental research on US equities.
Most recently, she was Vice-President & Director with TD Asset Management actively managing $1B in North American and US portfolios.
She received her BComm degree from the University of Guelph and her MBA from the University of Windsor.
Rhonda Arlene Dalley active positions
| Companies | Position | Start |
|---|---|---|
Portfolio Management Corp.
 Portfolio Management Corp. Investment ManagersFinance Portfolio Management seeks to provide the best return, net of fees, net of tax and net of expenses within the risk tolerance of each client. They strive to accomplish this through the development of an appropriate asset mix and through diversified security selection for each individual client portfolio. The firm invests in Canadian and US large-cap companies. Portfolio Management takes a bottom-up, value approach in their investing. The firm aims to build a portfolio of competitively strong businesses at prices they believe will minimize risk and provide attractive potential. For fixed-income investments, the firm invests primarily in government debt instruments. They seek to maximize yield while maintaining safety. | Portfolio Manager-Equities | 01/09/2007 |
Former positions of Rhonda Arlene Dalley
| Companies | Position | End |
|---|---|---|
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TDAM aims to provide strong risk-adjusted investment returns over the long term. A collaborative team-based approach helps them to develop a comprehensive perspective on managing risk and taking advantage of opportunities. | Portfolio Manager-Equities | 31/08/2007 |
TD Canada Trust Co.
 TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Corporate Officer/Principal | 31/12/1999 |
Sceptre Investment Counsel Ltd. (Investment Management)
 Sceptre Investment Counsel Ltd. (Investment Management) Investment ManagersFinance Sceptre is a balanced and specialty fund manager that utilizes all the major asset classes as well as the critical asset mix decision to construct portfolios that provide clients with the best possible long-term investment performance commensurate with acceptable risk and a core-oriented approach. The firm incorporates a team-oriented approach to investing and uses a top-down process. In general, Sceptre invests in the stocks of Canadian small-cap and large-cap companies in the finance, energy minerals and non-energy minerals sectors. | Analyst-Equity | 31/12/1996 |
Training of Rhonda Arlene Dalley
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
70
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
TD Asset Management, Inc.
TD Asset Management, Inc. Investment ManagersFinance TDAM aims to provide strong risk-adjusted investment returns over the long term. A collaborative team-based approach helps them to develop a comprehensive perspective on managing risk and taking advantage of opportunities. | Finance |
Sceptre Investment Counsel Ltd. (Investment Management)
Sceptre Investment Counsel Ltd. (Investment Management) Investment ManagersFinance Sceptre is a balanced and specialty fund manager that utilizes all the major asset classes as well as the critical asset mix decision to construct portfolios that provide clients with the best possible long-term investment performance commensurate with acceptable risk and a core-oriented approach. The firm incorporates a team-oriented approach to investing and uses a top-down process. In general, Sceptre invests in the stocks of Canadian small-cap and large-cap companies in the finance, energy minerals and non-energy minerals sectors. | Finance |
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance Provides personal and commercial banking services | Finance |
Portfolio Management Corp.
Portfolio Management Corp. Investment ManagersFinance Portfolio Management seeks to provide the best return, net of fees, net of tax and net of expenses within the risk tolerance of each client. They strive to accomplish this through the development of an appropriate asset mix and through diversified security selection for each individual client portfolio. The firm invests in Canadian and US large-cap companies. Portfolio Management takes a bottom-up, value approach in their investing. The firm aims to build a portfolio of competitively strong businesses at prices they believe will minimize risk and provide attractive potential. For fixed-income investments, the firm invests primarily in government debt instruments. They seek to maximize yield while maintaining safety. | Finance |
University of Guelph
 University of Guelph Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Windsor
 University of Windsor Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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