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John J. Schmitz, Ph.D., CFA

Dr. John J. Schmitz, Ph.D., CFA
Dr. John J. Schmitz, Ph.D., CFA

Dr. John J. Schmitz has been professionally managing global equity and equity derivative investment portfolios for almost 20 years, and prior to that he acted as a consultant to investment firms and funds.  Dr. Schmitz has managed many different types of investment portfolios ranging from long-only mutual funds and pooled fund trusts to market neutral equity, net short equity and long-short equity hedge funds.  He has also managed portable alpha strategies, as well as several arbitrage-based hedge strategies.  Dr. Schmitz’s expertise is the portfolio management of global equities and global equity derivatives using both highly sophisticated quantitative models as well as traditional fundamental methods.  Dr. Schmitz’s current professional focus is his firm’s global, common equity, growth of dividends, investment strategy which is often implemented with an options writing income generating overlay.

Dr. Schmitz has held Senior Vice President level portfolio management positions at Financial Concept Group (a subsidiary of Midland Walwyn Inc., and later Merrill Lynch Canada) and Maxxum Fund Management (later Mackenzie Financial, each subsidiaries of Investors Group).  However, Dr. Schmitz is an entrepreneur at heart and since 2002 he has been President and CEO of SciVest Capital Management Inc., a London, Ontario, based registered portfolio management firm which he founded and holds majority ownership.  While Dr. Schmitz has extensive Canadian experience, he also has offshore experience having previously been professionally based in The Bahamas for nine years overseeing Bahamas and Cayman Islands based investment entities, as well as the Canadian operations.

In addition to his professional duties, Dr. Schmitz is currently an Adjunct Research Professor and Assistant Professor (part-time) teaching MBA-level Portfolio Management at the Richard Ivey School of Business at the University of Western Ontario.  Previously, he taught a senior-level Investments course for a number of years at the Rotman School of Management at the University of Toronto.  Dr. Schmitz has authored a number of refereed academic publications and practitioner articles, and has been a presenter at numerous academic and practitioner conferences and events.

Dr. Schmitz holds a BESc (Mechanical Engineering), a BA (Economics) and a DHS (Honors Economics) from the University of Western Ontario, a MA (Economics) from the University of Toronto, and a PhD (Finance) from the Richard Ivey School of Business at the University of Western Ontario.  He also holds the Chartered Financial Analyst (CFA) designation.

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