The SAC Team
C. Ross Healy
Chairman & CEO
C. Ross Healy began his investment industry career more than three decades ago as
a securities analyst for Midland Osler Securities. He was also co-founder of Sceptre
Investment council, a leading Canadian money manager.
Healy went on to become Director of Research at Merrill Lynch Canada, and during
this time provided support to Dr. Verne Atrill, the late theorist who decoded the
mathematics underlying the Theory of Accounting Dynamics upon which the Strategic
Analysis Corporation methodology is based. When Merrill Lynch ceased its Canadian
business operations, Healy joined SAC as Chairman and CEO.
Healy is a past president of the Toronto Society of Financial Analysts, and served
on the board of the Financial Analysts Federation (now the Association for Investment
Management and Research) as Chair of the Financial Analysts Journal. He also served
on the Financial Disclosure Advisory Board of the Ontario Securities Commission
from 1983 to 1989, chairing the Investment Committee, and was a member of the Executive
Committee of Trinity College, University of Toronto.
Healy has authored several articles for the Financial Analysts Journal and
the Journal of Portfolio Management. He was the author of the Talisman Fund
in The Financial Post (now The National Post) for 11 years, during
which time the fund consistently beat the S&P/TSX Composite and was the second
best performing Canadian fund in its class.
Healy continues to contribute investment analysis to print, radio, and television
media, and appears regularly ROB-TV.
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Dr. Verne H. Atrill
1922-1989
Dr. Verne Atrill posed this key question early in his career as a financial economist:
"If economics is ever to be a science, where would I find sets of numbers that hang
together in such a way that they might obey some or any of the principles from mathematics
and physics?"
He sought his answer in the balance sheet, and thus developed the cornerstone for
the Strategic Analysis Corporation research philosophy. His Accounting Dynamics
findings, also referred to as Structural Valuation Analysis (SVA™), are applied
to the price formation process within the stock market, and are responsible for
SAC’s unmatched insight and quality of research.
After 26 years of research, Dr. Atrill wrote How ALL Economies Work, a book
still viewed as a remarkable breakthrough in the economics field. Dr. Atrill’s Accounting
Dynamics methodology constantly achieves reliable results within the rigorous stock
market test environment, and has become a proven universal theory.
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Wan Ying Kwun, B.A.Sc, CFA
Director of Research
Wan Ying Kwun has more than ten years of extensive experience in equities research.
She has spent her financial career working with SAC, and applies a unique level
of analysis to her integral research leadership function.
Wan Ying joined SAC in 1996 as a database manager. This role soon developed into
an operations/database analysis and research position with an emphasis on stock
selection. In 2001, Wan Ying became vice president of US equities, overseeing the
S&P 500 Index universe for SAC. In 2004 she became the Director of Research.
She continues to work closely with Ross Healy and David Passalent in SAC research
and portfolio management roles and is constantly evolving the SAC research direction
to reflect the changes and developments in the firm’s business.
Wan Ying also possesses engineering and international business development experience,
and is a Chartered Financial Analyst Charterholder. She holds a Bachelor of Applied
Science, Industrial Engineering from the University of Toronto.
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Sanjiv Juthani, B.Com.
Vice President, Business Development
Sanjiv has over 10 years experience working in the investment industry focusing primarily
on business development and client retention activities. Sanjiv joined SAC in July
of 2002 to assist with client relationship management and business development as
the company expanded its business into new areas. Sanjiv currently looks after the
sales and marketing efforts related to our advisory service as well as managing
the needs of our current client-base.
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