Richard M. Tattersall, Vice President, Portfolio Manager and Compliance Officer at Heathbridge Capital Management Ltd., first started in the investment industry in 1986 through 1988 in equity research at Merrill Lynch Canada. He worked for 10 years in Citibank Canada’s corporate finance division as a Financial Analyst and a Global Relationship Manager. In 1993, he initiated coverage of Canadian money managers with an industry study. He was the architect of several mergers and acquisitions of fund managers, working closely with leading industry players. Pursuing his ambition to become a Portfolio Manager, Mr. Tattersall joined MD Management in 1999 to manage portfolios for doctors as well as mutual funds and pension funds. He met Robert F. Richards and Rupel M. Ruparelia at various investment conferences. He was impressed with the Checkmark Investing discipline and Heathbridge’s unique method of customizing clients’ portfolios. The firm welcomed him as a Portfolio Manager in early 2001. Mr. Tattersall graduated in 1989 with a Bachelor of Commerce degree from McGill University. He earned his CFA accreditation in 1993.
Concentration and Diversification in Long-Term Investing
November 21, 2012
