Dr. John J. Schmitz

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  www.oilsandsindex.com/scivest.php - [Cached Version]
  Published on: 9/8/2008    Last Visited: 9/8/2008  

  "Essentially, we are realigning our Market Neutral franchise of funds, expanding our Beta-Controlled franchise of funds, and introducing our PLUS franchise of funds," says Dr. John J. Schmitz, President and CEO of SciVest Capital Management Inc."Although Market Neutral will remain a core strategy, we believe that Beta Controlled funds are a useful investment tool in the current market environment allowing investors to run with either the bulls or bears in a risk controlled manner."
  
  "Our PLUS funds, on the other hand, use a sophisticated investment technique known as 'portable alpha' to provide investors with the opportunity to beat the relevant underlying long-only benchmark with no additional market risk - effectively combining the power and benefits of both indexing and pure active investment management," adds Dr. Schmitz."The SciVest US Equity Index PLUS Fund, our first PLUS fund launched in October 2002, is an example of the successful implementation of this approach.This fund has consistently outperformed the S&P 500 benchmark with little incremental risk and would rank in the top decile of U.S. equity funds on Globefund.com and Morningstar.ca since its inception."
  
  Dr. Schmitz says that "when investors think of SciVest, we want them to immediately think innovation.
  ...
  "In sum, SciVest's broader strategy offerings now include 1) various leveraged versions of our older zero beta funds, known as our Market Neutral franchise of funds; 2) net long and net short long-short funds with betas ranging from 0.5 to -0.5, known as our Beta Controlled franchise of funds; and 3) portable alpha funds with a beta of one to some underlying investment portfolio or index, know as our PLUS franchise of funds," says Schmitz."Our goal is to provide investors with innovative, risk-controlled investment solutions to meet the needs of investors who are increasingly vigilant about controlling the market exposure in their portfolios, as well as minimizing risk and maximizing returns."
  
  These SciVest funds are managed by John J. Schmitz, PhD, CFA, and his team of investment professionals.Dr. Schmitz, a pioneer of equity market neutral investing in Canada, is the founder of SciVest.

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  scivest.com/cio_portfolio_manager.html - [Cached Version]
  Published on: 8/7/2008    Last Visited: 8/7/2008  

  Dr. John Schmitz, Ph.D., CFASciVest: Dr. John Schmitz, Ph.D. - President & Chief Investment Officer
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  John Schmitz
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  Dr. John Schmitz, Ph.D., CFA - President & CIO
  
  Dr. John J. Schmitz, Ph.D., CFA
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  Dr. John J. Schmitz, Ph.D., CFA
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  Dr. Schmitz is an expert in the research, development and implementation of quantitative investment management processes, including real-time management of the resulting portfolios.
  
  Dr. Schmitz developed the investment management processes and technology necessary to manage global long-short market neutral equity strategies.
  
  During his studies and research Dr. Schmitz spent extensive time consulting on portfolio management, and has considerable money management experience having held several senior money management positions.
  
  Upon completion of his Ph.D. in 1997, Dr. Schmitz joined Alpha Strategic Partners Inc. as Vice President of Investment Management and Research, where he formed a quantitative investment management department, initiating and managing several Canadian and U.S. equity mutual funds.Alpha distributed the funds through Financial Concept Group Inc., a subsidiary of Midland Walwyn and later Merrill Lynch.
  
  In 1999, John moved to be Senior Vice President of Investments at MAXXUM Fund Management Inc., a subsidiary of Investors Group and later Mackenzie Financial Corporation, where the SciVest Market Neutral Equity Fund was first launched.
  
  As an active researcher in the areas of investments and portfolio management, he has published a number of peer-reviewed articles in both academic and practitioner journals, and has presented this research at a number of academic conferences.Dr. Schmitz also taught a senior-level Investments course at the Joseph L. Rotman School of Management at the University of Toronto.
  
  In addition to his Ph.D. in Business Administration (Finance) from the Richard Ivey School of Business at the University of Western Ontario, he holds a Bachelor of Engineering Science (BESc), a degree in Mechanical Engineering, and an Honours Bachelor of Arts (BA).He has a Degree in Economics from the University of Western Ontario, as well as a Master of Arts (MA) Degree in Economics from University of Toronto, and holds the Chartered Financial Analyst (CFA) designation.

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  scivest.com/associates_portfolio_management.html - [Cached Version]
  Published on: 8/7/2008    Last Visited: 8/7/2008  

  John Schmitz

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  www.canadianhedgewatch.com/content/news/general/?offset - [Cached Version]
  Published on: 2/3/2004    Last Visited: 7/30/2008  

  SciVest Market Neutral Equity Fund recognized as top performing hedge fund: Dr. John Schmitz, founder and managing director of SciVest Capital Management Inc. of Toronto, has been named the top performing emerging and mid-stage eq ... Read more

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  scivest.com/sales_marketing.html - [Cached Version]
  Published on: 8/7/2008    Last Visited: 8/7/2008  

  John J. Schmitz
  
  416-304-6824
  
  120 Adelaide Street West
  
  Suite 2400
  
  Toronto, ON
  
  M5H 1T1
  
  John.Schmitz@SciVest.com
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  As part of the purchase agreement, Ark has retained the services of Dr. John J. Schmitz and SciVest Capital Management to continue managing the assets of the SciVest funds and will be the distributors for the SciVest Canadian funds.

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  www.arkfunds.ca/scivest_alternative_strategies.html - [Cached Version]
  Published on: 7/24/2008    Last Visited: 7/24/2008  

  Dr. John Schmitz, Ph.D., CFA
  
  Dr. John J. Schmitz is an expert in the research, development and implementation of quantitative investment management processes.He has extensive practical experience including financial consulting and several senior money management positions.He has also performed comprehensive research and has been published in the areas of investments and portfolio management.Dr. Schmitz holds a BESc, a degree in Mechanical Engineering and a BA in Economics from the University of Western Ontario, as well as a MA (Economics) from the University of Toronto and a PhD (Finance) from the Ivey School of Business, and holds the CFA designation.

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  www.oilsandsindex.com/article2.php - [Cached Version]
  Published on: 3/7/2006    Last Visited: 9/8/2008  

  "Essentially, we are realigning our Market Neutral franchise of funds, expanding our Beta-Controlled franchise of funds, and introducing our PLUS franchise of funds," says Dr. John J. Schmitz, President and CEO of SciVest Capital Management Inc."Although Market Neutral will remain a core strategy, we believe that Beta Controlled funds are a useful investment tool in the current market environment allowing investors to run with either the bulls or bears in a risk controlled manner."
  
  "Our PLUS funds, on the other hand, use a sophisticated investment technique known as ,portable alpha' to provide investors with the opportunity to beat the relevant underlying long-only benchmark with no additional market risk , effectively combining the power and benefits of both indexing and pure active investment management," adds Dr. Schmitz."The SciVest US Equity Index PLUS Fund, our first PLUS fund launched in October 2002, is an example of the successful implementation of this approach.This fund has consistently outperformed the S&P 500 benchmark with little incremental risk and would rank in the top decile of U.S. equity funds on Globefund.com and Morningstar.ca since its inception."
  
  Dr. Schmitz says that "when investors think of SciVest, we want them to immediately think innovation.
  ...
  "In sum, SciVest's broader strategy offerings now include 1) various leveraged versions of our older zero beta funds, known as our Market Neutral franchise of funds; 2) net long and net short long-short funds with betas ranging from 0.5 to -0.5, known as our Beta Controlled franchise of funds; and 3) portable alpha funds with a betas of one to some underlying investment portfolio or index, know as our PLUS franchise of funds," says Schmitz."Our goal is to provide investors with innovative, risk-controlled investment solutions to meet the needs of investors who are increasingly vigilant about controlling the market exposure in their portfolios, as well as minimizing risk and maximizing returns."
  
  These SciVest funds are managed by John J. Schmitz, PhD, CFA, and his team of investment professionals.Dr. Schmitz, a pioneer of equity market neutral investing in Canada, is the founder of SciVest.

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  www.benefitscanada.com/investments/alternative/article. - [Cached Version]
  Published on: 4/12/2007    Last Visited: 7/1/2007  

  The simplest explanation of a market-neutral strategy comes from John Schmitz, managing director at SciVest in Toronto.

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  scivest.com/news_and_events.html - [Cached Version]
  Published on: 10/6/2008    Last Visited: 8/7/2008  

  Read Lead Portfolio Manager John Schmitz's commentary for Q1 of 2008.Read it here.
  
  Also, read Morgan Stanley's research report and a short excerpt that was referenced in the commentary.
  
  April 19, 2008 - Globe and Mail Interview with John J. Schmitz
  
  John J. Schmitz was featured in Brian Milner's column in the Globe and Mail.
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  John J. Schmitz was featured in Infovest 21 Strategy Focus on Short Biased Funds.
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  October 23, 2006 - National Post Interview with John J. Schmitz, Ph.D, CFA.
  
  John J. Schmitz, Lead Portfolio Manager for the SciVest Net Short Equity Fund, is featured in Bob Thompson's column.
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  August 15, 2003 - Morningstar profiles Dr. John SchmitzDiana Cawfield provides an excellent Profile of John Schmitz and his approach to Equity Market Neutral investing.
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  Lead portfolio manager Dr. John Schmitz accepted the award at the Annual Global Alternative Investment Management Forum (GAIM), held in June, 2004 in Lausanne, Switzerland.Dr. Schmitz was also invited to address the delegates, made up of top pension, institutional and fund of funds managers from around the world.Download a pdf of the article
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  The May 2004 edition of Absolute Return magazine contained an indepth review of the Canadian single-strategy hedge fund marketplace prominantly featuring John Schmitz and SciVest.Download a pdf of the article
  
  June 12, 2003 - Financial Post profiles hedge fund managers' rountableSonita Horvitch on the hedge fund managers' roundtable in which Dr. Schmitz participated June 12 and June 13, 2003.
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  September 4, 2002 - Written by Dr. John Schmitz featured in CA Magazine.Download a pdf of the article

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  scivest.com/home.html - [Cached Version]
  Published on: 2/7/2006    Last Visited: 8/7/2008  

  Read Lead Portfolio Manager John Schmitz's commentary for Q1 of 2008.
  
  Read More »
  
  April 19, 2008 - Globe and Mail Interview with John J. Schmitz
  
  John J. Schmitz was featured in Brian Milner's column in the Globe and Mail.
  ...
  John J. Schmitz was featured in Infovest 21 Strategy Focus on Short Biased Funds.
  
  Read More »
  
  Ark Financial Holdings Ltd. Announces the Acquisition of SciVest Alternative Strategies Inc.
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  October 23, 2006 - National Post Interview with John J. Schmitz, Ph.D, CFA
  
  John J. Schmitz, Ph.D, CFA and Lead Portfolio Manager for the SciVest Net Short Equity Fund was featured in Bob Thompson's column in the National Post.

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