Timothy W. Caulfield, CFA

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Managing Director, Director of Canadian Equities Research, Portfolio Manager

25 Years experience

Timothy is the Director of Canadian Equities Research and a Portfolio Manager on numerous Canadian equity strategies at ClearBridge Investments. He joined ClearBridge in 2023 and has 25 years of investment industry experience.

Prior to joining ClearBridge, Timothy was a Portfolio Manager and the Director of Equity Research at Franklin Bissett Investment Management, which became part of ClearBridge in 2023, and an Assistant Director of Research at Salman Partners.

Timothy received a Bachelor of Commerce from the University of British Columbia. He is also a member of the CFA Institute.

Experience

25 years of investment industry experience
Joined ClearBridge Investments in 2023
Franklin Bissett Investment Management – Portfolio Manager
Franklin Bissett Investment Management – Director of Equity Research
Salman Partners – Assistant Director of Research
Bachelor of Commerce from the University of British Columbia
Member of the CFA Institute

Managed Strategies

Canadian Equity Strategy*

Perspectives

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.
Metals, Defensives Support Canadian Resilience
Canadian Equity Strategy 1Q25: A Canadian equity market battle hardened by U.S. tariff actions delivered gains, led by gold and silver stocks, energy and traditional defensives.
Performance Moderates as Yields Rise
Canadian Equity Strategy 4Q24: While maintaining defensive positioning, heightened trading activity reflected our efforts to strike when attractive opportunities arise.
Falling Yields Spark Canadian Stock Surge
Canadian Equity Strategy 3Q24: Canadian equities posted their best quarterly performance since 2020 as a yield decline drove a rally in interest rate sensitive sectors.

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