June 2016 - at Present
June 2014 - at Present
Takota Advisors was formed by myself and two long time colleagues to offer our cumulative 90 years of experience in business transactions, and capital markets to individuals and corporations in need of such services.
Principal and Portfolio Manager
April 2012 - at Present
I started Takota Asset Management in April of 2012 to expand upon the success we enjoyed at predecessor company Aquilon Capital, an investment firm I co-founded in 1990 and where we used creative ways, free from corporate agendas, to prosper from market inefficiencies. We are interested in helping people build up their capital. We consider investment opportunities in assets that we understand, using a low business risk, common sense value based framework to assess them. When these assets are out of favour we can acquire them at a low cost relative to their intrinsic business value. Once acquired, we rely on business or market catalysts, including our own efforts, to realize their fair value. Recognizing that some investors are interested in capital accumulation while others also need current income, we have organized ourselves to offer a range of value solutions to suit your needs.
Chairman of the Board
June 2013 - July 2014
Portfolio Manager, Vice President
March 2008 - April 2012
Principal and Senior Vice President
September 1990 - March 2008
Aquilon Capital was acquired by National Bank Financial in March 2008
Charted Financial Analyst
at CFA Institute
1989 - 1992 (3 years) Ontario
at University of Toronto
1979 - 1983 (4 years) Ontario
Investment Counselling, Portfolio Management
Takota creates and manages value-based investment portfolios focused on achieving long-term capital growth, or on generating income while preserving the potential for capital growth.
Our investment approach practiced for now more than 30 years, is to pay close attention to how much we pay for each investment compared to its actual worth, looking for genuine value and a margin of safety.
We offer personalized client services, a desire to build the long-term relationships that are essential for success and an investment ethic where we own the same investments as our clients – we work to build capital together.