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Amit Joshi

Associate Portfolio Manager

AMIT JOSHI – CAIA

Associate Portfolio Manager

 

Amit is an Associate Portfolio Manager at Barometer. Amit’s duties include analysis of securities, meeting with company management teams, and communicating with sell side analysts. Amit also monitors macro events and data and analyzes their impacts on portfolio positions. Prior to Barometer, Amit was an Associate Portfolio Manager with Roundtable Capital Partners in Toronto where he was an integral member of the portfolio management team and performed a similar role. He graduated from the University of Waterloo where he attained a Bachelor of Arts degree majoring in Economics and specializing in Finance and Public Policy. Amit has successfully completed Level 1 of the Chartered Financial Analyst program and received the Chartered Alternative Investment Analyst (CAIA) designation in 2013.

Education:
Bachelor of Arts – Economics, University of Waterloo, 2007
Chartered Alternative Investment Analyst (CAIA) Charterholder, CAIA Association, 2013
Completed Level I, Chartered Financial Analyst (CFA) Program – CFA Institute