Timothy W. Caulfield, CFA

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Managing Director, Director of Canadian Equities Research, Portfolio Manager

19 Years experience

33 Years at firm

Timothy is a Portfolio Manager on numerous Canadian equity strategies and the Director of Canadian Equities Research at ClearBridge Investments. He joined the firm in 2007 and has 19 years of investment industry experience.

Timothy began his tenure with the Canadian Equity Team as a Portfolio Manager and the Director of Equity Research at Franklin Bissett Investment Management, which became part of ClearBridge in 2023. Prior to this, he was an Assistant Director of Research at Salman Partners.

Timothy received a Bachelor of Commerce from the University of British Columbia. He is a CFA® charterholder.

Experience

19 years of investment industry experience
Joined the firm in 2007
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
CFA® charterholder

Managed Strategies

Canadian Equity Strategy*

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.
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.

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