David is available for hire
Hire DavidDavid Beasley
Verified Expert in Finance
Finance Expert
Location
Toronto, ON, Canada
Toptal Member Since
December 11, 2017
David is a multidisciplinary analyst with extensive experience in fundamental and quantitative equity research and trading/investment strategy. This diverse skill set has helped him consistently identify alpha-generating market opportunities for his investment management partners and clients over his 10+ year career in capital markets.
Career Highlights
Investment Analyst
Sentry Investments — CI Global Asset Management
Education Highlights
Master of Business Administration Degree
Western University Richard Ivey School of Business
Certification Highlights
Chartered Market Technician (CMT)
CMT Association
Chartered Financial Analyst (CFA)
CFA Institute
Expertise
Work Experience
Investment Analyst
2019 - 2020
Sentry Investments — CI Global Asset Management
- Partnered with the portfolio manager to run $600+ million in global resource sector AUM in a highly collaborative process of equity selection, portfolio construction, and risk monitoring.
- Contributed to help the flagship fund achieve top quartile performance for 2020 with a 49.9% return versus our benchmark at 21.7% and median peer at 35.7%, improving from a 4th quartile rank previously.
- Developed a robust multi-factor quantitative model to complement our investment process by validating our fundamental theses with trend and momentum agreement.
- Maintained over 100 operating and financial models with quarterly forecasts monitoring for fundamental inflection points and potential surprises to make actionable recommendations to the PM.
Focus areas: Bullion, Metals & Mining
Co-founder
2012 - 2018
Quantum Equity Growth Advisors
- Managed the development of proprietary trend-following software (QuantAction) and provided quantitative research and investment strategy consulting to the portfolio manager and investment advisor clients at CI, RBC, and other asset managers.
- Contributed to the QEG systematic model portfolio returning +24.7% vs. -4% for the TSX Composite over the effective period January 2013 –January 2016.
- Participated in the QEG long-short trading ideas averaging +9.4% vs. -13.4% for the TSX Composite index over the live product period September 2014 – September 2015.
- Led presentations to senior investment professionals to develop business for QEG.
Focus areas: Equity Research, Stock Trading, Fintech
Quantitative Trading Strategist and Equity Sales
2010 - 2012
Jennings Capital
- Performed real-time analysis to identify investment themes and generate trading ideas for institutional clients and the firm’s retail advisor network as a registered representative on the sales and trading desk.
- Identified uranium as an emerging bull cycle ahead of 50%+ moves in uranium equities over the next several months, helping drive increased trading and financing revenues for the firm despite having no formal coverage of the uranium sector.
- Coordinated with the investment banking team to identify business development and capital raising opportunities for corporate clients based on proprietary trading and share purchasing trends.
Focus areas: Stock Trading, Equity Research
Research Consultant
2009 - 2010
Beacor Research
- Created proprietary cash flow return on invested capital models to generate U.S. equity investment recommendations for U.S. and Canadian institutional investors.
- Designed a model used by the TMX Group to compare the equity valuation and mineral resource estimates of publicly traded mining companies.
- Identified short selling opportunities based on deteriorating return on capital combined with technical breakdown for fsavaluation.com and their institutional clients.
Focus areas: Market Research, Commodities, Quantitative Analysis, Equity Research Analysis
Equity Research Analyst
2005 - 2008
Haywood
- Covered special situation equities and led the firm’s return on capital report (ROCR) quantitative research product, as a co-portfolio manager of its model portfolios covering 240+ TSX-listed equities.
- Oversaw performance of +25% for the small cap portfolio (vs. -6.2% benchmark) and +11.1% for the large cap portfolio (vs. +12.1% benchmark) over tenure as a co-manager of ROCR portfolios.
- Contributed to 10 of 12 quarterly published analyst top picks outperforming their benchmark.
Focus areas: Distressed/Special Situations, Commodities, Fintech, Equity Research
Education
2003 - 2005
Master of Business Administration Degree in Finance
Western University Richard Ivey School of Business - London, Ontario, Canada
1994 - 1998
Bachelor of Commerce Degree in Accounting
University of Toronto - Toronto, Ontario, Canada
Certifications
JANUARY 2012 - PRESENT
Chartered Market Technician (CMT)
CMT Association
APRIL 2008 - PRESENT
Chartered Financial Analyst (CFA)
CFA Institute
Collaboration That Works
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