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Allan Brown, along with Geoff Barth, co-founded Burlington Capital Management Ltd. in September 2004. Allan is a proven portfolio manager with 13 years of investment experience, including 11 years managing portfolios. Allan combines a background in economics and financial analysis with a number of years of equity research and portfolio management.
Prior to co-founding Burlington Capital Management Ltd., Allan co-founded Zinc Capital Management LLC, a New York based long/short equity hedge Fund. Allan was a Partner and Portfolio Manager at Zinc Capital which grew from inception to $129M in assets at its peak. At Zinc, Allan researched and traded a variety of sectors including Technology, Retail, Energy and Special Situations.
Prior to Zinc, Allan was Senior Vice President and Portfolio Manager at AIC Ltd., the 10th largest mutual fund company in Canada. At AIC Allan was co-manager of four sector series mutual funds focused on the Science & Technology sectors. Allan was responsible for the launch of three of these funds, and responsibility was assumed for the fourth on a manager change. The funds had combined assets of over $80 million.
Prior to AIC, Allan was a Partner and Portfolio Manager with Investors Group, Canada's largest mutual fund company. At Investors Group, Allan managed the Investors Summa fund, one of the largest Canadian Equity funds in the country. During his management tenure, the fund grew from $230M to over $3B in assets and achieved a Morningstar 5-star rating. Allan also launched and co-managed the Investors Global Science & Technology fund, which grew to become the country's largest technology fund with $2B in assets.
Allan is a Chartered Financial Analyst. Allan is also a graduate of the MBA program at McGill University in Montreal, Quebec, Canada, where he received the International Scholarship Foundation Entrance Scholarship. Allan is also a graduate of the University of Western Ontario, where he received an Honours Bachelor of Arts degree in Economics. At Western, Allan received both entrance and in-course scholarships based on academic excellence.
Geoff Barth, along with Allan Brown, co-founded Burlington Capital Management Ltd. in September 2004. Geoff is a proven portfolio manager with 18 years of investment experience, including 14 years managing portfolios. Geoff combines a solid foundation in accounting and credit analysis with years of experience in equity research and portfolio management.
Prior to co-founding Burlington Capital Management Ltd., Geoff co-founded Zinc Capital Management LLC, a New York based long/short equity hedge Fund. Geoff was a Partner and Portfolio Manager at Zinc Capital which grew from inception to $129M in assets at its peak. At Zinc, Geoff researched and traded a variety of sectors including Pharmaceuticals, Natural Resources, Biotechnology, Technology and Medical Sciences.
Prior to co-founding Zinc, Geoff was Senior Vice President and Portfolio Manager at AIC Ltd, the 10th largest mutual fund company in Canada. At AIC Geoff was co-manager of four sector series mutual funds focused on the Science & Technology sectors. Geoff was responsible for the launch of three of these funds, and responsibility was assumed for the fourth on a manager change. The funds had combined assets of over $80 million.
Prior to AIC, Geoff was a Partner and Portfolio Manager with Investors Group, Canada's largest mutual fund company. At Investors Group, Geoff either managed and co-managed a number of mutual funds including one of the largest Canadian Small Cap funds, the largest Science & Technology fund in the country, a Canadian Balance fund with over $1B in assets, two Canadian Equity funds, and a U.S. Large Cap Growth fund.
Geoff received his Bachelor of Commerce (Hons.) degree in 1986 from the University of Manitoba in Winnipeg, Manitoba, Canada. Geoff obtained his Chartered Financial Analyst designation in 1992 and is a member of the Toronto Society of Financial Analysts and the CFA Institute.
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