Our team brings together decades of experience spanning European equity research, North American capital markets, and Canadian wealth management. We are united by shared values and a common commitment to serving investors with integrity, clarity, and patience. Each of us plays a distinct role, but our work is deeply collaborative. The insights we share with clients reflect our collective judgment and complementary perspectives.
Alistair Pemberton
Chief Investment Officer
Alistair Pemberton has dedicated thirty-seven years to the study and practice of equity investing. His career began in the research department at Schroders in London, where he learned the craft of fundamental analysis by studying British industrial companies. Those early years taught him to read financial statements with care, to visit factories and meet management teams, and to form independent views on business quality.
In the early 1990s, Alistair joined the European equity team at Invesco. He spent nearly a decade covering consumer goods and retail companies across the continent, developing expertise in brand valuation and competitive dynamics. During the technology bubble of the late 1990s, he maintained strict valuation discipline, avoiding the most speculative stocks even as they soared. When the bubble burst, the portfolios he managed held their ground while others suffered severe losses.
In 2005, Alistair was posted to New York to lead Invesco's European equity efforts for North American clients. This experience transformed his perspective. He learned how institutional investors on the other side of the Atlantic viewed European markets and what questions they asked. He built relationships with pension funds, endowments, and family offices across the United States and Canada.
The 2008 financial crisis tested every investor's convictions. Alistair responded by focusing on what he could control. He led his team in identifying high-quality companies whose share prices had fallen far below intrinsic value. He maintained discipline when panic urged action. The years following the crisis vindicated this approach, as many of those positions recovered strongly.
Today, Alistair leads the investment strategy and research process. His responsibilities include portfolio construction, risk management, and the ongoing evaluation of investment opportunities across global markets.
"Investment is a craft that rewards patience. Markets fluctuate in the short term, but business value ultimately depends on the cash flow a company generates for its shareholders. Understanding this allows one to remain clear-headed amid volatility."
Education & Credentials
Bachelor of Arts in Economics, Pembroke College, University of Cambridge
Master of Science in Finance, London Business School
Lindsay Fraser
Client Relations Associate
Lindsay Fraser serves as the primary point of contact for Canadian clients. She brings eleven years of experience in wealth management and investor communication to her role, with a particular focus on helping clients understand their investments and navigate the administrative aspects of their accounts.
Lindsay began her career at RBC Wealth Management in Vancouver, where she worked as a client service representative in the high-net-worth division. This experience taught her how to communicate complex financial concepts in accessible terms and how to anticipate the needs of discerning clients. She learned that effective client service requires both technical competence and genuine empathy.
In 2016, Lindsay joined an independent investment advisory firm in Vancouver as an investment advisor assistant. Her responsibilities expanded to include preparing materials for client meetings, compiling portfolio reports, and coordinating communication between clients and the investment team. She developed expertise in handling the specific requirements of institutional clients while deepening her understanding of investment strategy.
Since joining the current team in 2020, Lindsay has focused on enhancing the client experience. She observed that many clients, despite their financial success, lacked familiarity with global macroeconomic dynamics. She took initiative in serving as an educator, using regular one-on-one conversations and quarterly reviews to help clients understand why their portfolios include international assets and how different asset classes contribute to their overall strategy.
Lindsay pays particular attention to the cash flow needs that arise at different life stages. She works with the investment team to ensure that liquidity arrangements align with each client's specific circumstances.
"Client service is fundamentally about building trust. Through accurate information, timely responses, and a professional approach, we ensure that every client feels their interests are taken seriously."
Education & Credentials
Bachelor of Commerce (Finance), University of British Columbia
Canadian Securities Course (CSC)
Chartered Investment Manager (CIM) Designation
A Collaborative Partnership
Alistair and Lindsay work together to provide a comprehensive service that combines investment expertise with attentive client care. Alistair focuses on the analytical and strategic dimensions of investing, bringing decades of research experience to bear on portfolio decisions. Lindsay ensures that each client receives clear communication, responsive support, and a seamless administrative experience.
This division of responsibilities reflects a shared conviction. Investment success requires both rigorous analysis and genuine understanding of client circumstances. The best strategies mean little if clients do not understand them or cannot access the support they need. By combining their respective strengths, Alistair and Lindsay aim to deliver an experience that is both intellectually sound and personally attentive.
For Canadian investors seeking a global perspective grounded in discipline and delivered with care, this partnership offers a distinctive approach.