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Caitlin Walsh

Senior Portfolio Manager, Thematic Investing - San Francisco

Caitlin is responsible for building thematic portfolios exposed to long-term secular growth, and recently established our San Francisco office for Thematic Investing. She manages the Automobility and Climate Change Opportunities strategies within Thematic Investing. Caitlin was a founding member of the Thematic Investing team in Toronto, leading proprietary research into themes and investing in companies expected to benefit.

Prior to joining CPP Investments in 2014, Caitlin led strategy consulting teams at Bain & Co. She also worked at New York-based hedge fund Basswood Partners, and at Merrill Lynch in investment banking.

Caitlin holds a BS in Mathematics from McGill University and an MBA (High Hons) from the University of Chicago Booth School of Business.

Articles de Caitlin Walsh

De quelle façon la COVID-19 change-t-elle la donne pour les investisseurs à long terme?

- Now more than ever it is important that we stay true to our long-term perspective. As uncertainty plays havoc with the stock market and the global economy edges toward recession, our exceptionally long investment horizon shapes how we view opportunities and risks.

Nous devons accorder la priorité à la réflexion à long terme afin que le monde puisse résoudre les défis d’importance critique qui nous concernent tous

- Now more than ever it is important that we stay true to our long-term perspective. As uncertainty plays havoc with the stock market and the global economy edges toward recession, our exceptionally long investment horizon shapes how we view opportunities and risks.
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