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Investing like a rational business owner

On Tuesday June 22nd, our team had a candid discussion on their approach to this market environment with Edgepoint’s leading relationship managers Alan Lynam & Ben Cotter.

During the call we discussed:

• Investing like a rational business owner, growth and value

• Defining risk in investing

• What happens when you overpay for growth

• Risks we see in the market today

About Alan Lynam:

Alan Lynam is a relationship manager with EdgePoint Wealth Management. He tirelessly works with a range of retail and institutional clients to help them understand our investment approach, the benefits of volatility and how to align investments with their goals. Prior to joining EdgePoint, he was an institutional client portfolio manager at State Street Global Advisors Ireland and an investment advisor with Bank of Ireland Insurance & Investments. Alan holds an Honours Business degree from Dublin Business School - Portobello College.

About Ben Cotter.:

Ben Cotter is a relationship manager at EdgePoint Wealth Management. His primary responsibility is to support financial advisors in Southwestern Ontario. Ben helps them understand EdgePoint’s approach of investing like a rational business owner, as well as the behavioural biases clients may have that disrupt their ability to reach their Point B. Prior to joining EdgePoint, he worked at RBC Dominion Securities as a Marketing and Administrative Assistant, and then at Guardian Capital as an Investment Services Director. He holds an Honours Bachelor of Arts degree from the University of Ottawa and is a CFA charterholder.

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