Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Joseph Fei

CFA


Position

Portfolio Manager


Joseph Fei

CFA

Joseph Fei joined the Nicola Wealth Public Assets Team in 2022 with nearly 15 years of experience in international equities.

Joseph holds a Bachelor of Arts Degree in Economics from the University of British Columbia and a Master of Economics degree from Simon Fraser University. He is a Chartered Financial Analyst (CFA), and a member of the CFA Society in Toronto.