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Shane Obata-Marusic
Portfolio Manager-Equities at
Middlefield Capital Corp.
Profile
Mr. Shane Obata-Marusic, CFA, is a Portfolio Manager at Middlefield Capital Corp.
He is responsible for covering global equities across Middlefield’s funds.
Prior to joining Middlefield in 2018, he was with Richardson GMP’s asset management team.
He holds the Chartered Financial Analyst designation and a Master of Finance from Wilfrid Laurier University.
Shane Obata-Marusic active positions
| Companies | Position | Start |
|---|---|---|
Middlefield Capital Corp.
 Middlefield Capital Corp. Investment ManagersFinance Middlefield Capital seeks to consistently generate competitive risk-adjusted returns for investors. The firm makes high-conviction capital allocations to quality businesses with the goal of growing and preserving unitholder wealth over the long term. Their core business currently includes 6 equity income mandates: Real Estate, Healthcare, Innovation, Infrastructure, Energy and Diversified Income, all of which incorporate their focus on diversification and the importance of sustainability. | Portfolio Manager-Equities | 01/01/2018 |
Training of Shane Obata-Marusic
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
8
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Middlefield Capital Corp.
Middlefield Capital Corp. Investment ManagersFinance Middlefield Capital seeks to consistently generate competitive risk-adjusted returns for investors. The firm makes high-conviction capital allocations to quality businesses with the goal of growing and preserving unitholder wealth over the long term. Their core business currently includes 6 equity income mandates: Real Estate, Healthcare, Innovation, Infrastructure, Energy and Diversified Income, all of which incorporate their focus on diversification and the importance of sustainability. | Finance |
Wilfrid Laurier University
 Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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- Shane Obata-Marusic
