Panorama is led by Scott Morrison, CFA, a Bay Street veteran with over 25 years of asset management experience. Prior to Wealhouse, Scott researched and managed portfolios for notable firms such as Mackenzie Investments, CI Funds, and Investors Group. The research team conducts in-person due diligence meetings with hundreds of companies a year as a part of their rigorous and thorough research process.
We take a bottom-up, fundamental approach to discover defendable companies with proven business models, strong balance sheets, and growth potential in earnings and dividends. This requires our portfolio managers to adhere to a stringent research methodology. The research team travels around the world to conduct due diligence in-person and on-site. Because of our relentless dedication to our process, we have unparalleled access to management teams from multitude of sectors and geographic areas.
Panorama invests in companies globally. We believe that international investments not only increase diversification and mitigate geographical risks, but they also let us capitalize on rare growth opportunities ahead of our peers. Our portfolio managers have travelled extensively around the world and met with every management team in person before investing.
Colin McPherson, CFA is a portfolio manager for Panorama Fund. A CFA charterholder since 2012, Mr. McPherson joined Wealhouse in 2009 from Standard & Poor’s and holds a Bachelor of Commerce degree from Dalhousie University. In his down time, Mr. McPherson is an avid skier and maintains his enthusiasm for sports with basketball and triathlons.
Scott Morrison, CFA is a Bay Street veteran with over 25 years of asset management experience. Prior to founding Wealhouse as the chief investment officer, Mr. Morrison researched and managed portfolios for notable firms such as Mackenzie Investments, CI Funds, and Investors Group. A keen supporter of philanthropy, Mr. Morrison generously volunteers his time advising various charities and non-profits such as the Centre for International Governance Innovation (CIGI).