As Vice President & Portfolio Manager on the investment team, Harsh focuses on fundamental equity research and financial analysis across several sectors of the North American equity market. He is an active contributor to our team-based approach to security selection and portfolio construction. At Nexus, Harsh works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.

Before joining Nexus, Harsh worked at other investment management firms where he specialized in equity research and portfolio construction. He has over a decade of experience in the investment industry and has held progressively senior roles at leading Canadian investment firms, supporting global, international and emerging market portfolios. Harsh has focused on investing in high-quality companies for the long term using a company-by-company, bottom-up process.  He has also built and maintained financial models to value companies and identify investment opportunities. Over the course of his career, he has had the opportunity to work on portfolios catering to both individual clients as well as institutional investors.

Harsh started his career as an engineer in the technology industry, but his passion for investing inspired him to switch to the investment industry early on. Now he leverages his knowledge in technology to keep up with key technological developments. He has an MBA from the University of Toronto’s Rotman School of Management and is a CFA charterholder.

Areas of focus:

• Investments
• Equities
• Research

Designations & Specialties:

• Chartered Financial Analyst^® (CFA)
• Master of Business Administration (MBA)

Education:

• Rotman School of Management, University of Toronto
• National Institute of Technology, Tiruchirappalli