General Investing >> Money Manager Interviews >> June 12, 2013

Providing Exposure to Socially Responsible Investments

Bhatia, Manmeet
Manmeet Bhatia brings more than 15 years of experience in the financial services industry to OceanRock Investments Inc. He is the Chief Investment Officer and is responsible for investment strategies and portfolio construction. Before joining OceanRock, he spent more than five years at a major investment company, most recently as a Director of Product Development for two managed investment solutions with assets exceeding $6 billion. Mr. Bhatia holds a Chartered Financial Analyst designation, in addition to a Chartered Life Underwriter, Licensed International Financial Analyst, Canadian Investment Manager and Certified Financial Planner designations. He is a graduate of the I.H. Asper School of Business at the University of Manitoba with a bachelor of commerce degree, with honors, majoring in finance. Profile
TWST: Please provide an introduction to OceanRock Investments.

Mr. Bhatia: OceanRock began in 2006 as a portfolio manager for our in-house mutual funds. In 2010, we purchased Meritas