Jonathan wellum biography

Jonathan has been.
Jonathan Wellum has a distinguished career in the financial industry, holding various positions including his present role as the CEO and CIO of RockLinc.
Jonathan Wellum joined AIC Limited in 1990 and has served as a member of.

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The ROCKLINC
Partners Fund.

Providing long-term total returns, consisting of both income and capital gains, by investing in a portfolio of global securities.

Buy a share of a stock as though you were buying the whole company.”

– Warren Buffett

Quick facts about the rocklinc Partners fund

How The Fund is Managed

Utilizes a value investment philosophy
Limited number of investments (20-30 stocks)
Applies a disciplined buy, hold and sell criteria
Focus on North American equities with the flexibility to invest globally

Reasons To Invest

Award-winning Portfolio Manager
Focused portfolio of excellent businesses operating throughout the world
Attention to risk management and long-term capital growth
Prepared to go against the crowd
High active share

How to Purchase the Fund

Investors should consider the investment objectives, risks, charges and expenses of the ROCKLINC Partners Fund carefully before investing. An Offering Memorandum, Subscription Forms and Documentation can be obtained by calling 905-631-5462 and requesting an investment

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risk

Note: This interview was conducted on December 28th, 2010.

“Opportunities and risks arise because markets are prone to the excesses of crowd behaviour” says portfolio manager Jason Priest of J. Priest Investment Management. As a result the efficiency and rationality of capital markets is thrown out of balance creating opportunities for loss or gain. While portfolio managers like Jason get paid to have their finger on the pulse of the capital markets, they can’t always be right. In fact there probably aren’t too many professions that allow one to be wrong as often as portfolio managers, economists and analysts are. Cognizant of this Jason is very upfront in admitting that he can’t always be right but he is also adamant to add that his experience and training as a portfolio manager provide him with ample tools to protect a portfolio from massive losses even when he is wrong. To provide an example, recalling the market meltdown of 2008, when most markets around the world lost between a third and half their value, “no client portfolio under my management los

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Worth.
Investing.

Successful investing requires us to ignore the crowd, step outside of the consensus and apply wisdom, discipline and understanding to each investment decision.

To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What is needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework.”

– Warren Buffett

history

ROCKLINC Investment Partners Inc. commenced operation in January 2010. Although the company itself has a relatively short history, our lineage is rich in history and experience that goes far beyond the knowledge of the founding partners.

ROCKLINC as an organization is anchored to the time tested principles of value investing, buying assets below their long-term intrinsic value and patiently holding until the value has been realized.

Our investment strategy compels us to be patient and resolute investors, not short-term price speculators.

Successful investing requires us to ignore the crowd, step outside o