On August 30, 2011, Sustainable Capital is pleased to announce that Shawn Boire, CFA, a vetern analyst and portfolio manager, has joined its research team.
Shawn was an analyst for Fidelity Canada and Pyramis for nearly 8 years. He moved through four different rotations (small caps, consumer, energy & technology and a U.S. broad coverage assignment.) He was primary lead on over 500 companies in both Canada and U.S. markets during his tenure. He also managed sub portfolios of three different portfolios (FICL Discipline Equity, FICL Global Natural Resources and FIL Industrial Pool) where he contributed positive absolute and relative performance. The assets under management in the sub-portfolios ranged from $25MM to $300MM.
Shawn’s biggest and longest assignment was the Canadian energy sector (along with all global peers for reference and portfolios). He was the prime analyst for almost four years responsible for recommendations, models and relationships with management teams for Integrated, E&P & services companies of all sizes. Shawn ranked highly during his tenure with above average metrics in accuracy and value added contributions. Shawn recently was a Portfolio Manager at Blumont Capital managing the Blumont North American Fund. Shawn designed and constructed this unique fund to invest in North American small and mid-cap stocks. The fund outperformed its benchmark by 940bps during its existence before a change in mandate.
We believe Shawn is a valuable addition to our research team and we look forward to working with Shawn on future research reports.

















