The News
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NBF Analysts' Top Picks (April 28, 2008) |
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CPI Inflation Drops To 14-month Low In March |
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Vision (April 2008) |
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The Tax-Free Savings Account (TFSA) |
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Canada Housing Starts Surged in February |
The Bulletin
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08-04-28_TheBulletin (2954 KB) |
10 AM News
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08-04-09_28AMnews (76 KB) |
Monthly Economic Monitor
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08-04-01_MEM (570 KB) |
About Canadian Investment Manager
WHO ARE WE?
Mounir R. El-Ayari is an Associate Portfolio Manager with National Bank Financial. He manages money on a discretionary
basis for high net worth families, foundations and corporations. In terms of his credentials, Mounir is a Canadian
Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI), two of the foremost
designations in the country. As a licensed Investment Advisor, he is also licensed to trade options, futures and advise clients on their life insurance needs.
In terms of portfolio performance, returns are available upon request.
Professional Designations
THE DESIGNATION TO TRUST
Representing individual integrity and supreme professionalism, the designation of Fellow of the Canadian Securities
Institute (FCSI) is reserved for financial services professionals who have met the most exacting standards for
industry experience, advanced education and solid endorsement from their peers and superiors. The distinctive gold and
black FCSI mark is awarded to industry professionals whose superior training and experience exemplify excellence. It
is recognized as the highest honour in the financial services industry.
Management Style
THE FORMULA FOR SUCCESS
In terms of his management style, Mounir strictly adheres to a bottom-up value approach. As an advocate of Modern
Portfolio Theory, he uses a systematic approach in evaluating an investor's investment objectives, risk tolerance
and other investment constraints. He then establishes a target Asset Mix and assembles a portfolio that is
diversified across all three asset classes (including cash & cash equivalents, fixed-income and equities).
By assessing various valuation and leverage ratios such as price/earnings, price/cash flow and debt/equity,
he is able to identify companies that offer the potential for above average capital appreciation. After adding various
fixed income securities to the asset mix, he is then able to achieve attractive long-term performance while reducing
exposure to risk. In uncertain economic times, capital preservation is one of the most important factors in achieving
long-term success.
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