How We Do It

Our Process

We meticulously curate a portfolio of companies that demonstrate solid secular quality growth, with strong free cash flow prospects and relatively low debt levels. Our goal is to grow and preserve your capital while compounding at a faster rate than the market over the long run. Securities in ARI portfolios aim to further diversify and lower risk relative to peers.


1. Growth
3. ARI Management Test
2. Authority

4. Valuation

Our Team

Amira Strasser

Partner, Portfolio Manager

Amira has 25 years of investment experience. During her career as an institutional investor, Amira nurtures unique relationships across the globe. She held global equity investment roles at Jarislowsky Fraser, Standard Life Investments and Sigma Capital a multi-billion Long Short hedge fund. Her experience includes managing investments of institutional global portfolios and research positions in consumer, healthcare, and industrials. Under her leadership ARI earned leading institutional and investment advisory awards.


In private markets, Amira's experience includes Strategic Advisory to healthcare and consumer companies as well as in the Family Office sectors. With over 25 years of investment experience, she capitalizes on a unique differentiated network and leverages her public company expertise into private markets with cross-regional and cross-sectoral expertise.


Amira earned a Bachelor of Science in Finance and International business from HEC and an executive diploma from the Harvard Business School. She has a passion for opening the lines of communication, bridging people and investment acumen together from around the world.


Jonathan Mzengeza, CFA

Partner, Portfolio Manager

For Twelve Years, Jonathan has been a leader in investment management, bringing deep experience in guiding portfolio management and stock selection across multiple global equity mandates. Before joining ARI, Jonathan spent a decade at CIBC, where he held various positions, most recently serving as portfolio manager of global equity funds. Under his leadership, the bank earned 3-year and 5 -year Lipper fund awards.


Throughout his investment career, Jonathan analyzed Technology and Consumer industries as well as financial services, communications, and REITs. He had also worked as an analyst at Chubb Insurance Company, where he focused on business and system technology needs and supported production and development environments including design documentation and implementation plans. He began his career as a network analyst at Nortech Efficient Business Solutions. Jonathan holds a Bachelor of Science degree in electrical and computer engineering from the University of Capetown, where he graduated with honors and an MBA in Investment Management from Concordia University’s John Molson School of Business. Jonathan is a CFA Charterholder and a member of the CFA Society.


How this tech fund manager outperformed all his peers


How alumnus Jonathan Mzengeza became one of Canada’s top portfolio managers


Ryuichi Nagaura
Partner

Ryuichi has joined ARI from the industrial machinery sector. He has held an engineering and project management positions for global multinationals Kobe Steel and Arvos in Japan and has over 6 years of investment portfolio equity research . Ryuichi has global financial services, healthcare and industrial sector expertise as well Japanese equities investment experience. He holds a bachelor and a master degree in Mechanical Engineering from Osaka University. He has completed CFA level 1, is fluent in Japanese, enjoys exercising, Japanese fencing and snowboarding.

6+ years of internal ESG data analytics

Diversity of Mind

Customization of Socially Responsible and Value Based Portfolios

Creating Direct Positive Impact

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