Company Summary

Dixon Mitchell was formed in 2000 and now oversees more than $1.3 billion in private client and institutional assets. DM’s strengths lie in the combined experience of our investment professionals, our disciplined investment process, and our unwavering commitment to our clients. The company is owned entirely by its employees, with conflicts of interest eliminated through our requirement that the financial portfolios of all partners be invested alongside client assets.

Source: Dixon Mitchell Investment Counsel Inc.

Unique Value Proposition

Dixon Mitchell’s equity approach follows a disciplined three-step process, comprising quantitative screening, qualitative scoring, and fundamental analysis.

1. Quantitative Screening – each day, our proprietary screen appraises more than 2500 stocks in search of names meeting our requirements for valuation, profitability, and balance sheet strength.
2. Qualitative Scoring – once a candidate stock is identified through our quantitative process, it is evaluated on a qualitative basis, with attributes such as management strength, barriers to entry, and industry outlook assessed and graded.
3. Fundamental Analysis – all DM candidate stocks undergo detailed financial statement analysis and scenario modeling, with a risk/reward ratio established for each position.

Source: Dixon Mitchell Investment Counsel Inc.

AUM ($Bil)

1.6

Year Founded

2000

Key Personnel

ROB MITCHELL, PRESIDENT
DON STUART, B.COMM. (FINANCE)
KEN O’KENNEDY, CFA, PORTFOLIO MANAGER

Address

Suite 1680, 1055 West Hastings Street
Vancouver, BC
V6E 2E9

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