Jonathan Lo

Jonathan Lo is currently the Vice President of Growth Equities at AGF Investments, having transitioned to this role in April 2022.2 Prior to this, he served as Vice President & Client Portfolio Manager from April 2020 to April 2022.2 His career at AGF Investments began in February 2012 when he joined as Director, Portfolio Specialist for North American and International Equities.2

Lo has a strong background in finance and investment:

1. Education:

   • B.Sc. in Economics from Seton Hall University (1998-2003)2
   • MBA in Finance, Accounting, and Strategy from Saïd Business School, University of Oxford (2009-2010)2
   • Additional education from the CFA Institute2

2. Professional Experience:

   • CIBC World Markets: Research Associate in Institutional Equity Research (2010-2012)2
   • RCapital Partners: Private Equity Consultant (2010)2
   • Franklin Templeton Investments: Investment Analyst (2007-2009)2
   • TD Mutual Funds: Editorial Associate (2006-2007)2
   • TD Waterhouse: Financial Planning Associate (2005-2006)2

In his current role, Lo is responsible for idea generation for growth mandates and articulating the team's investment positioning and outlook to clients and prospects.1 His expertise spans across North American and International Equities.2