Before founding BAM, Charles was Vice President and Senior Portfolio Manager at Formula Growth Ltd for over 14 years. He co-managed the FG Alpha Fund (US SMid equity market neutral) between 2012 and 2021, co-managed the FG Focus Fund (Concentrated US SMid long short strategy) between 2014 and 2018 thereafter assuming sole responsibility of the product between 2019 through March 2021. Previously, he worked as an auditor for PricewaterhouseCooper. Charles graduated from the John Molson School of Business (Concordia University) with a Bachelor of Commerce (Finance) receiving the Calvin Potter Fellowship from Concordia’s Kenneth Woods Portfolio Management Program. He also holds an accounting degree from McGill University, he completed his Chartered Accountant designation and his Chartered Financial Analyst designation (CFA).