Phil D'lorio, MBA, CFA
Portfolio Manager, U.S Equity - Cumberland Investment Counsel Inc. Affiliate of NCM Asset Management
I search around the globe for best-of-breed companies trading at attractive valuations. And I spend a significant amount of time thinking about portfolio construction to ensure that the portfolio is optimized to reflect where we are in the cycle.
What I enjoy about work
I really enjoy the team dynamics at NCM and also relish the challenge of uncovering new ideas for the Global & International portfolios.
How I got here
One of the key success factors that has driven my career involved working hard at school to earn a BA, an MBA, and eventually a CFA.
What I do outside of work
Happily married with 2 kids. I enjoy hockey, golf, and music, especially going to concerts.
When times are really good don’t get complacent and when times are tough don’t get too down on yourself.