David Beasley, Finance Expert in Toronto, ON, Canada
David Beasley

Finance Expert in Toronto, ON, Canada

Member since December 5, 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.
David is now available for hire

Career Highlights

Education

Select Certifications

Employment

  • 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: Gold and Silver, 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, Financial Technology
  • 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, Financial Technology, Equity Research

Education

  • Master of Business Administration degree in Finance
    2003 - 2005
    Western University Richard Ivey School of Business - London, Ontario, Canada
  • Bachelor of Commerce degree in Accounting
    1994 - 1998
    University of Toronto - Toronto, Ontario, Canada

Certifications

  • Chartered Market Technician (CMT)
    JANUARY 2012 - PRESENT
    CMT Association
  • Chartered Financial Analyst (CFA)
    APRIL 2008 - PRESENT
    CFA Institute

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