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December 2023

Global Smaller Companies Webcast - December 2023

Partner | Portfolio Manager

Client Relations

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Harry Fraser

Partner | Portfolio Manager

Harry joined OP in August 2011. He was previously employed by Herald Investment Management as a research analyst covering the media sector for a total of 5 years. He graduated from Newcastle University, and is a CFA Charterholder. He manages global smaller companies portfolios, and contributes to the overall investment selection.

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Grace Thompson

Client Relations

Grace joined OP in November 2015 after graduating from University of Leeds. She has worked in various roles at OP including finance and administration and operations before joining the Client Relations Team in 2018.

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* Net worth for this purpose means total assets (excluding primary residence) in excess of total liabilities. Total liabilities excludes indebtedness secured by the primary residence, provided that such indebtedness does not exceed the fair market value of such residence and was not incurred within 60 days of the date of the subscription hereby made.

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3. A subsidary* of any person* referred to in paragraph (A) or (B), if the person or company owns all of the voting securities of the subsidary, except the voting securities required by law to be owned by directors of the subsidary,
4. a person* or company registered under the securities legislation of a jurisdiction of Canada as an adviser, investment dealer, mutual fund dealer or exempt market dealer,
5. A pension fund that is regulated by either the federal Office of the Superintendent of Financial Institutions or a pension commission or similar regulatory authority of a jurisdiction of Canada or a wholly-owned subsidiary* of such a pension fund,
6. An entity organized in a foreign jurisdiction* that is analogous to any of the entities referred to in paragraphs (A) to (E),
7. the Government of Canada or a jurisdiction of Canada, or any Crown corporation, agency or wholly owned entity of the Government of Canada or a jurisdiction of Canada,
8. Any national, federal, state, provincial, territorial or municipal government of or in any foreign jurisdiction, or any agency of that government,
9. A municipality, public board or commission in Canada and a metropolitan community, school board, the Comité de gestion de la taxe scolaire de l'île de Montréal or an intermunicipal management board in Québec,
10. A trust company or trust corporation registered or authorized to carry on business under the Trust and Loan Companies Act (Canada) or under comparable legislation in a jurisdiction of Canada or a foreign jurisdiction*, acting on behalf of a managed account* managed by the trust company or trust corporation, as the case may be,
11. A person* or company acting on behalf of a managed account* managed by the person or company, if the person or company is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction*,
12. An investment fund* if one or both of the following apply:
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  2. the fund is advised by a person* or company authorized to act as an adviser under the securities legislation of a jurisdiction of Canada
13. A registered charity under the Income Tax Act (Canada) that obtains advice on the securities to be traded from an eligibility adviser, as defined in section 1.1 of NI 45-106, or an adviser registered under the securities legislation of the jurisdiction of the registered charity,
14. A person* or company that is entirely owned by an individual or individuals referred to in paragraph (O) of the definition of 'permitted client', who holds the beneficial ownership interest in the person or company directly or through a trust, the trustee of which is a trust company or trust corporation registered or authorized to carry on business under the Trust and Loan Companies Act (Canada) or under comparable legislation in a jurisdiction of Canada or a foreign jurisdiction,
15. A person* or company, other than an individual or an investment fund, that has net assets of at least C$25 million as shown on its most recently prepared financial statements,
16. A person* or company that distributes securities of its own issue in Canada only to persons* or companies referred to in paragraphs (A) to (N), or to an individual or individuals referred to in paragraph (N) of the definition of 'permitted client' under NI 31-103

*As defined under NI 31-103 and related definitions

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I have been an active investor in the stock markets for more than 5 years.
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An individual who beneficially owns financial assets, as defined in section 1.1. of NI 45-106, having an aggregated realizable value that, before taxes but net of any related liabilities, exceeds C$5 million.

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