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The Analyst

June 2024

Featured Stories

CFA Society Toronto

Moving beyond Bay Street

How Toronto became the largest CFA Society in the world

While Canadian equities account for just 2.7 percent of world equities, CFA Society Toronto is CFA Institute’s largest society

CFA Society Toronto

Branding in motion

The evolution of The Analyst

For over two decades, The Analyst has reflected CFA Society Toronto membership by providing content for investment professionals, written primarily by CFA Society Toronto charterholder members


Focusing on an overlooked asset class

US small- and mid-cap equities offer investors a dynamic opportunity set of companies that span from emerging small-cap stocks to former large-cap stocks...

Credits and Attribution

The Analyst is published quarterly by
 CFA Society Toronto

120 Adelaide Street West, Suite 2205
Toronto Ontario M5H 1T1

Telephone: 416.366.5755

General questions:


Opinions expressed in The Analyst do not necessarily represent those of the authors’ firms of employment or of CFA Society Toronto and do not constitute a solicitation for the purchase or sale of any financial instruments. Information herein is obtained from various sources and is not guaranteed for accuracy or completeness. The authors’ firms and CFA Society Toronto therefore disclaim any liability arising from the use of information in this publication.


Co-Chairs, Member Communications

Kamran Khan, CFA
Jennifer Vieno, CFA


Vice Chair, Member Communications

Walter de Wet, CFA



Rossa O'Reilly, CFA


Editorial Committee Members

Jack Bruton, CFA
Moiz Divan, CFA
Joshua Giancola, CFA
Hellen Hou, CFA
Winfred Lam, CFA
Krystyne Manzer, CFA
Jenny Shen, CFA
Mark Timm, CFA
Sean Wang, CFA
Joanna Wolff, CFA
Hisham Yakub, CFA
Jindou Zhang, CFA
Kevin Zhao, CFA 


Sara Maginn Pacella



Art Director

Donna Metcalf



Kenny Chan