A registered Portfolio Management firm in Alberta, British Columbia, Saskatchewan, Manitoba and Ontario, Lionridge was founded for the purpose of practicing fundamental value investing in an independent manner, free of the investment parameters and constraints typically placed on professional investors managing money at large institutions. Based in Winnipeg, Manitoba, Lionridge is focused on the management of separate accounts following a disciplined value approach.
The Lionridge mission: to protect and grow investor capital in a rational, consistent manner.
Hardev Bains, LLB, MBA, CFA
President & Portfolio Manager
Mr. Bains has been a dedicated practitioner of value investing for over 15 years. Prior to founding Lionridge he held the position of Vice-President, U.S. Equities with AIC Group of Funds. Mr. Bains has been a financial industry professional since 1994, initially working in the areas of corporate finance and merchant banking. He also has previous experience as a corporate lawyer. He is a graduate of the University of Manitoba law school and earned an MBA from the Richard Ivey School of Business at the University of Western Ontario. Mr. Bains also holds the designation of Chartered Financial Analyst® and is a member of the CFA Institute, an international body which holds its members to the highest standards of professionalism and ethics in the investment industry.
Aris Economou, B. Comm (Hons), FMA, CIM®
Vice-President, Business Development
Mr. Economou joined Lionridge in 2017 as Vice-President, Business Development. He is an investment industry veteran, bringing over 20 years of experience with national and multinational companies. Mr. Economou graduated from the Asper School of Business with a Bachelor’s degree (Honours) in Finance, and holds two designations from the Canadian Securities Institute – Financial Management Advisor (FMA) and Chartered Investment Manager (CIM®). Mr. Economou is responsible for managing our strategic relationships and sharing the value-added service of our firm with private clients and investment professionals.
Nathan Moncrief, CFA
Investment Research Consultant
As a keen student of value investing principles, Mr. Moncrief joined Lionridge in 2014 to assist with investment research. He is a graduate of the Asper School of Business with a Bachelor's degree (Honours) in Finance and International Business. His education was complemented through studying abroad in both Singapore and Ukraine.
Jo DePape, B.Comm (Hons)
Research and Trading
Mr. DePape joined Lionridge in 2019 to assist with investment research and trading support. He is a graduate of the Asper School of Business and is currently working toward earning the Chartered Financial Analyst® designation, having passed the level 1 exam in 2018. His education was complemented through a student exchange in Germany.
Operations and Administration
Ms. Haverda provides operational and administrative support for Lionridge, including all aspects of the account opening process and the coordinating of client-related activities. She has in excess of ten years of experience in the financial services industry.
Client assets are held with NBIN, a division of National Bank Financial Inc.
Ernst & Young LLP. acts as the corporate auditor of Lionridge Capital Management Inc.