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Uncovering Opportunities and Using Successful Selling Strategies for Portfolio Management

Released on Thursday, February 4, 2021•STRATEGIES

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Tune in to this 30-minute session to discover the process Bruce Campbell and StoneCastle Investment Management, Inc., uses to find new investment opportunities and capitalize on those opportunities, such as sector rankings, bottom-up technical, and bottom-up fundamental ranking. Mr. Campbell will also detail some strategies and approaches he uses in his sell discipline to reduce risk and avoid losses. Keep in mind, buying is important, but selling is more important!

Bruce Campbell

StoneCastle Investment Management Inc., Founder and Portfolio Manager

Founder and portfolio manager of StoneCastle Investment Management, Inc., and a former portfolio manager for some of the largest investment dealers in Canada and the US, Bruce Campbell brings over 27 years of experience to fund management. He has earned multiple designations in investment management including the Chartered Alternative Investment Analyst (CAIA) and the Chartered Financial Analyst (CFA) designation, one of the most prestigious designations in the financial industry. Mr. Campbell manages the StoneCastle Fund, Purpose Canadian Equity Growth Fund, Purpose Canadian Income Growth Fund, and the StoneCastle Cannabis Growth Fund.