Robertson Velez, CFA

Portfolio Manager, Global Equities

Robertson is a Portfolio Manager in the Global Equities team responsible for stock selection, portfolio construction and risk control for the Technology and Communications sleeves of the Renaissance Global Technology Fund and the CIBC Global Technology Fund. Leveraging his extensive experience in finance and technology, he researches the industry to develop investment strategies and theses to select global technology companies that generate superior long-term performance.

Before assuming his current role in August 2022, Robertson worked for sixteen years in various roles in the asset management industry, most recently as a portfolio manager at 1832 Asset Management L.P. Prior to that, Robertson was a Staff Engineer with ATI Technologies for twelve years, successfully leading several Semiconductor design projects.

Robertson is a CFA charterholder. He earned a Master of Business Administration degree from the Rotman School of Management at the University of Toronto, a Master of Engineering degree from the University of Toronto, and a Bachelor of Applied Sciences degree from the University of British Columbia.

Equities

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High-Quality Tech Stocks Remain Resilient

Why tech giants are less vulnerable to high rates.

By Robertson Velez, CFA |October 23, 2023

6 min read

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Equities

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Identifying Investment Opportunities in AI

Long-term investors are likely to be rewarded, PM says.

By Robertson Velez, CFA |July 10, 2023

5 min read

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