Caitlin is responsible for building thematic portfolios exposed to long-term secular growth and recently established our San Francisco office for Thematic Investing. Caitlin is a founding member of the Thematic Investing team in Toronto, leading proprietary research into themes and investing in companies expected to benefit.
Prior to joining KENWOOD in 2014, Caitlin led strategy consulting teams at Bain & Co. She also worked at Basswood Partners, a New York based hedge fund, and at Merrill Lynch.
Caitlin holds a BS in Mathematics from McGill University and an MBA from the University of Chicago Booth School of Business.
August 19th, 2020 - The world will be different after COVID-19. For long-term investors, this will mean both new risks and new opportunities as we transition to recovery.