
Jeff Feng
“Investment success boils down to a combination of discipline, preparation, patience and decisiveness.”


Jeff Feng is a vice president and portfolio manager at Trimark Investments. He began his investment career in 1997 as a research analyst with Sunrise Investments Ltd. Before joining Invesco, he managed more than $300 million in Asia-Pacific assets at Burgundy Asset Management Ltd., and was a senior member of its EAFE Equities team. Today, he’s the lead manager on the Trimark International Companies Fund/Class and Trimark Emerging Markets Class, and he’s a co-lead on two other funds. He also earned his MBA from the Richard Ivey School of Business and he holds the Chartered Financial Analyst designation.
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From left to right: Rob Mikalachki, Chief Investment Officer, Invesco Canada; Michael Hatcher, Head of Global Equities and the Director of Research Ian Hardacre, Head of Canadian Equities; Jennifer Hartviksen, Head of Fixed-Income Investments


What is your team’s investment philosophy?
MICHAEL HATCHER: We are quality-based value investors. We spend time trying to identify what we feel are extremely high-quality businesses that have competitive advantages and can compound capital over long periods of time.
IAN HARDACRE: We’re contrarian and we’re value-oriented with a three-to-five year time frame. We want above-average management teams, and we’re not interested in “secular-decline” types of businesses.
ROB MIKALACHKI: We try to look for a business that has some point of differentiation that’s meaningful and enduring. We’re looking for companies that are able to grow significantly faster than the economy, ideally those that can double in size every seven to 10 years.
JENNIFER HARTVIKSEN: On the fixed-income team we seek opportunities that present the best risk-adjusted return on a relative-valuation basis. Philosophically, we believe that portfolios are built bottom-up, based on fundamental single-name security selection.
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