General Investing >> Analyst Interviews >> June 12, 2000

Investing In Canada : Mark Bonham – Strategic Value Corporation

MARK S. BONHAM founded Strategic Value Corporation with the vision of providing Canadian investors with a Canadian-based global asset management company, with the investment objective of providing above industry average returns to investors over a full business cycle. A graduate of both the University of Toronto (B.Comm.) and the London School of Economics (M.Sc.Econ.), he has over 15 years of investment management experience. Prior to establishing Strategic Value Corporation, Mr. Bonham co-founded BPI Financial Corp. in 1986, and as Chairman, President and CEO, subsequently built the firm into Canada's 14th largest independent mutual fund firm over the span of 10 years. He has developed an impressive track record of successful and profitable acquisitions, most notably the Walwyn Series of Funds, 1988; M.K. Wong, One Decision Balanced Fund, 1989; Bolton Tremblay Funds, 1994; and Laurentian Funds Management, 1997. Mr. Bonham's expertise lies in the analysis of the equities of individual companies. As an economist, he also formulates the overall investment policy and asset mix decisions for the Strategic Value Series of Funds. Mr. Bonham manages in excess of $600 million on behalf of Strategic Value unitholders. Profile
TWST: As lead manager for the Strategic Value Canadian Balanced Fund,

will you explain your philosophy?

Mr. Bonham: The overall priority on this Fund is that it pays a $0.03

per share income