Profile
Mr. Timothy W.
Caulfield, CFA, is a Portfolio Manager & Director of Canadian Equities Research at ClearBridge Investments LLC and a Managing Director & Director of Canadian Equities Research at Franklin ClearBridge Investment Management.
He joined the firm in 2007 and has over 27 years of investment industry experience.
Mr. Caulfield began his tenure with the Canadian Equity Team as a Portfolio Manager and the Director of Equity Research at Franklin Bissett Investment Management, which became part of ClearBridge in 2023.
Prior to this, he was an Assistant Director of Research at Salman Partners.
He received a Bachelor of Commerce from the University of British Columbia.
He is a CFA® charterholder.
Tim Caulfield active positions
| Companies | Position | Start |
|---|---|---|
Franklin Bissett Investment Management
Franklin Bissett Investment Management Investment ManagersFinance FBIM employs a GARP investment approach across Canadian and Global sectors. They invest in the public equity and fixed income markets across the globe. The firm uses bottom-up research to identify stocks with modest price-to-earnings ratios and companies with a history of sustainable, replicable growth. FBIM seeks to maintain a balance between equities and income securities, and domestic and foreign investments, based on current market conditions. Portfolio decisions for each Franklin Bissett income fund are based on a combination of macro-level and security-level research and analysis. | Director of Research - Equity | 01/01/2010 |
Former positions of Tim Caulfield
| Companies | Position | End |
|---|---|---|
Salman Partners, Inc.
Salman Partners, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2006 |
Training of Tim Caulfield
Experiences
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Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 3 |
|---|---|
Franklin Bissett Investment Management
Franklin Bissett Investment Management Investment ManagersFinance FBIM employs a GARP investment approach across Canadian and Global sectors. They invest in the public equity and fixed income markets across the globe. The firm uses bottom-up research to identify stocks with modest price-to-earnings ratios and companies with a history of sustainable, replicable growth. FBIM seeks to maintain a balance between equities and income securities, and domestic and foreign investments, based on current market conditions. Portfolio decisions for each Franklin Bissett income fund are based on a combination of macro-level and security-level research and analysis. | Finance |
Salman Partners, Inc.
Salman Partners, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of British Columbia
University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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