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AGF International Advisors Company Limited
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AGF INTERNATIONAL ADVISORS COMPANY LIMITED


Dublin-based AGF International Advisors Company Limited (AGFIA) was founded as a base for managing AGF's European investments. The firm uses a bottom-up value style to manage its international funds and has developed a strong reputation for its strategic approach to asset allocation and stock selection.

 

  

JOHN ARNOLD

Chief Investment Officer
Managing Director
AGF International Advisors Company Limited

Funds Advised:
AGF Canadian Balanced Value Fund 1
AGF Canadian Value Fund 2
AGF European Equity Class *
AGF Global Financial Services Class
AGF Global Perspective Class
AGF International Stock Class
AGF Global Value Class 3
AGF Global Value Fund 4
AGF U.S. Value Class
AGF World Balanced Fund


John Arnold is one of the most seasoned investment professionals in equity markets with nearly 40 years of experience. In 1993, he joined AGFIA and has been Managing Director since 1994. He has been instrumental in building AGFIA’s investment team and research capabilities.
As Chief Investment Officer, John has driven the development of AGF’s globally recognized equity asset management expertise. He co-manages AGF European Equity Class*, which is recognized as one of the best performing European equity funds in the world. In 2006, AGF’s prominent global fund, AGF Global Value Fund4, was awarded to John and his team to advise.

He has had a distinguished career. Before joining AGFIA, he worked in the UK for several prestigious international asset management companies. John held the position of UK equity manager, global equity manager and investment director.

John received his Diploma of Commerce from Portsmouth Polytechnic.

 

  

YVONNE BRETT, CFA

Head of Research
AGF International Advisors Company Limited

Funds Advised:
AGF Global Value Class 3
AGF Global Value Fund 4
AGF U.S. Value Class 

Yvonne Brett joined AGFIA in 1996. After four years as an analyst, Yvonne was promoted to Head of Research and Portfolio Advisor in 2000, positions she still holds. Yvonne is one of AGFIA’s senior members and oversees the research generated by seven analysts to ensure that stock recommendations meet the rigorous investment standards established by the team.

She is also responsible for the coverage of the U.S. and European markets. Yvonne is the co-lead manager of AGF U.S. Value Class and AGF Global Value Fund, one of AGF’s most prominent funds.

Yvonne is able to draw upon her considerable global work experience to provide keen insights when making investment decisions for her funds. Before joining AGFIA, Yvonne had an international career, starting in Dublin with a major Irish financial institution. She then worked in Brussels with the European Commission before moving to New York, where she worked as a risk manager at two international investment banks.

Yvonne has a Masters of Business Studies and a Bachelor of Commerce from University College Dublin. She is a member of the CFA Institute, the Society of Investment Analysts in Ireland (SIAI) and the UK Society of Investment Professionals.

Philosophy:
Yvonne uses a disciplined bottom-up value investment style. She selects franchise companies with solid business prospects, high dividends and strong investment fundamentals, selling at a substantial discount to her estimate of intrinsic value.

 

  

RORY FLYNN, CFA

Global Advisor
AGF International Advisors Company Limited

Funds Advised:
AGF European Equity Class*
AGF Global Financial Services Class
AGF Global Perspective Class
AGF International Stock Class
AGF Global Value Class3
AGF Global Value Fund 4
AGF U.S. Value Class
AGF World Balanced Fund

 

Rory Flynn joined AGFIA in 1992. As a principal member, Rory has helped build the team and develop their renowned investment expertise. He began his career with AGFIA as an investment analyst and fund advisor, eventually being promoted to head the research department. Currently, he holds the title of Global Advisor, where he oversees the day-to-day management of all mandates advised by the team.

Rory is a world-class fund manager, winning awards as co-lead manager of the AGF European Equity Class*, AGF International Stock Class and AGF Global Financial Services Class. He also lead manages AGF U.S. Value Class. In 2006, Rory and his team became the advisors of AGF Global Value Fund², one of AGF’s most prominent funds.

Rory has spent his entire investment career with AGFIA. Before joining the firm, he was an accounting and finance lecturer at the University of Limerick.

Rory received his Master of Business Studies from University College Dublin and has a
Bachelor of Commerce from University College Cork. He is a member of the CFA Institute, the Society of Investment Analysts in Ireland and the UK Society of Investment Professionals. Rory received his Diploma in Technical Analysis in 2003. 

  

RICHARD MCGRATH, CFA

Senior Investment Analyst and Portfolio Advisor
AGF International Advisors Company Limited

Funds Advised:
AGF Canadian Balanced Value Fund 1
AGF Canadian Value Fund 2
AGF Global Perspective Class 
AGF Global Value Class 3
AGF Global Value Fund 4

With more than 11 years of experience, Richard McGrath has spent his entire financial management career with AGFIA. Richard co-advises on AGF Global Perspective Class and AGF Global Value Fund, one of AGF’s most prominent funds. He also advises on the foreign content component of AGF Canadian Value Fund and AGF Canadian Balanced Value Fund. In addition, he manages AGFIA’s global and EAFE mandates, which are available on the Separately Managed Account platforms of many leading brokerage houses in Canada.

Richard joined AGFIA in 1996 as an investment analyst and quickly progressed to Senior Investment Analyst and Portfolio Advisor. Richard began by covering Asian equities during the Asian crisis, one of the most turbulent periods for the region and has continued to follow those equity markets. He has also covered a range of sectors across the globe, ranging from resources to information technology.

Richard received his Masters in Investment and Treasury from Dublin City University in 1999. He is a member of the CFA Institute and the Society of Investment Analysts in Ireland.


1Fund name changed from AGF Canadian Real Value Balanced Fund 11/07
2Fund name changed from AGF Canadian Real Value Fund 11/07
3Fund name changed from AGF International Value Class 04/08
4 Fund name changed from AGF International Value Fund 04/08

* AGF Germany Class merged into AGF European Equity Class, May 23, 2008