Bill McLeod  MBA, CFA

Vice President & Portfolio Manager
Dynamic Funds

Expertise:

Canadian equities and equity-income investing

Bio:

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Bill McLeod joined Dynamic in 2017 as a Canadian equity portfolio manager and member of the Equity Income team.

Bill brings 15 years of investment industry experience to the Equity Income team with a focus on Canadian equity portfolio management. Prior to joining Dynamic, he spent 12 years with HSBC Global Asset Management (Canada) in progressively senior roles.

Most recently, he was Head of Canadian Equities where he was directly responsible for all discretionary decision-making at the portfolio level on multiple domestic equity mandates, which included income-oriented portfolios totalling approximately $3 billion in assets. In addition, Bill led the team’s research efforts implementing the fundamentally focused and analytically driven investment process. Through successive roles within the firm as both an analyst and portfolio manager, he had sector research coverage responsibilities centered on securities within the financials (banks, insurance, and asset managers), industrials, and select consumer and technology areas. He began his investment career at Canaccord Genuity as a research associate.

Bill holds a Bachelor of Arts from Western University, a Master of Business Administration from the Rotman School of Management at the University of Toronto, and is a CFA charterholder.

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