Phillip Ashworth CFA
Portfolio Manager
vancouver
Phone: (604) 844-5355
Toll-free: (888) 886-3586
Fax: (604) 681-8310
Email: pashworth@odlumbrown.com
Assistant/Associate:
So Young Lee
Phone: (604) 844-5623
Email: sylee@odlumbrown.com

Background

Phillip Ashworth is a Portfolio Manager at Odlum Brown. He provides investment advisory and discretionary investment management services to individuals, trusts, and corporations. Phillip brings in-depth knowledge of both the financial markets and trading that he gained previously on Odlum Brown’s Trading Desk.

Investment Style

Phillip is a firm believer in investing in strong businesses with great fundamentals while never paying an inflated price. This is a philosophy that Phillip shares with Odlum Brown’s Research Department and provides the foundation for clients’ portfolios. Portfolios are structured to not only preserve precious capital today, but to also grow capital in real dollar terms for the future.

Experience and Education

Phillip began his career at Odlum Brown in 2006 on the Trading Desk, where he began handling the firm’s short-term fixed income trading, and subsequently traded Canadian and U.S. listed equity and equity derivatives. He holds a Bachelor of Science in Economics (with distinction) from the University of Victoria and is also a CFA charterholder and a member of the CFA Institute.