Concentration and Diversification in Long-Term Investing

General Investing >> Money Manager Interviews >> November 21, 2012

Rupel M. Ruparelia, Vice President, Finance, Portfolio Manager and Head Trader of Heathbridge Capital Management Ltd., has been in the investment industry for more than 15 years. He started in the mutual fund client service area of Richardson Greenshields in 1994, shortly thereafter becoming Supervisor. Mr. Ruparelia joined Robert F. Richards in early 1996 as Junior Trader and Research Associate. For the next three years, his time was spent on trading, research and client service. Mr. Ruparelia graduated from Queen's University in 1993 with a B.A. in economics. He has completed various industry courses and the CFA program in 1999. Profile

Robert F. Richards, President of Heathbridge Capital Management Ltd., has more than 35 years of experience in the investment industry. The first 20 years were spent as a top-ranked Research Analyst, starting in 1970 with Harris and Partners, later absorbed by Dominion Securities. Mr. Richards was a founding Partner in McLean McCarthy, a specialty research investment dealer serving the institutional market. This was taken over by the Deutsche Bank in 1988. He became Manager of Equity Sales, and then Portfolio Manager. For the past 15 years, Mr. Richards has managed portfolios in accordance with an investment discipline distilled from his decades of observing markets and the portfolio techniques of the most prominent money managers in North America. The past 10 of these years were practiced in the format now known as Heathbridge Capital Management. Mr. Richards was born and raised in Winnipeg, where he took his B.A. at the University of Manitoba and worked for three years at the Hudson's Bay Company. He took his MBA at the Ivey School of Business at the University of Western Ontario, graduating in 1970. He earned his CFA accreditation in 1976. Profile

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. Profile

TWST: Please give us a little bit of a background and an overview of Heathbridge Capital Management.

Mr. Richards: Heathbridge is a private wealth management company. We do some

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Concentration and Diversification in Long-Term Investing

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