Experience

  • Board Member

    at New Millennium Iron

    June 2016 - at Present

    Québec

  • Principal

    at Takota Advisors

    June 2014 - at Present

    Ontario

    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

    at Takota Asset Management

    April 2012 - at Present

    Ontario

    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

    at Groupe Bikini Village Inc

    June 2013 - July 2014

    Québec

  • Portfolio Manager, Vice President

    at National Bank Financial

    March 2008 - April 2012

    Ontario

  • Principal and Senior Vice President

    at Aquilon Capital Corporation (MMI Group Inc. prior to April 2005)

    September 1990 - March 2008

    Ontario

    Aquilon Capital was acquired by National Bank Financial in March 2008

Education

  • Charted Financial Analyst

    at CFA Institute

    1989 - 1992 (3 years) Ontario

  • BPHE

    at University of Toronto

    1979 - 1983 (4 years) Ontario

Services offered

  • 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.

Languages

  • English Native

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