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Garey J. Aitken, CFA

Garey J. Aitken, CFA

Managing Director, Head of Canadian Equities, Portfolio Manager
34 Years experience
28 Years at firm

Garey co-manages numerous Canadian equity strategies and is the Head of Canadian Equities at ClearBridge Investments. He joined the firm in 1998 and has 34 years of investment industry experience.

Garey began his tenure with the Canadian Equity Team at Bissett Investment Management as the Director of Equity Research, which was acquired by Franklin Templeton and renamed Franklin Bissett.  During that time, he was named Chief Investment Officer. Franklin Bissett Investment Management became part of ClearBridge in 2023. Prior to this, he was an Assistant Treasurer at Poco Petroleums; and an Account Officer at Canadian Imperial Bank of Commerce.

Garey received an M.B.A. in finance from the University of British Columbia and a Bachelor of Commerce in finance from the University of Alberta. He is a CFA® charterholder.

Experience

  • 34 years of investment industry experience
  • Joined the firm in 1998
  • Franklin Bissett Investment Management – Chief Investment Officer
  • Franklin Bissett Investment Management – Director of Equity Research
  • Poco Petroleums – Assistant Treasurer
  • Canadian Imperial Bank of Commerce – Account Officer
  • M.B.A. in finance from the University of British Columbia
  • Bachelor of Commerce in finance from the University of Alberta
  • CFA® charterholder

Managed Strategies

Perspectives

  • Canada Faces its Own Concentration Risks
    Canadian Equity Strategy 4Q25: The Strategy underperformed for the quarter due to differentiated exposure to the top heavy materials and technology sectors compared to the benchmark.
  • Cyclical Strength Sparks Canadian Rally
    Canadian Equity Strategy 3Q25: The Strategy delivered solid returns but underperformed the benchmark due to an underweight to strong-performing gold stocks and general weakness in materials and energy.
  • Opportunistically Leveraging Tariff-Induced Volatility
    Canadian Equity Strategy 2Q25: By adding cyclicality on weakness and reducing defensiveness on strength, our active repositioning through elevated volatility added risk to the Strategy at attractive prices and on our terms.
  • Canadian Small Caps Surge as Tariff Risks Recede
    Canadian Small Cap Strategy 2Q25: The Strategy performed well on an absolute basis, but trailed the benchmark due to negative stock selection in industrials and utilities.
  • Canadian Equity Strategy 1Q25 Update
    Portfolio Manager Garey Aitken discusses the resilience of the Canadian equity market amid tariff turmoil and drivers of outperformance.
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