Patrick Horan, CFA

Portfolio Manager, Principal

Patrick Horan began in the investment business in 1989. Prior to founding Agilith, he spent a decade managing both mutual fund and pension fund investments with a core focus on TMT, financial and industrial sectors. Most recently, as Senior Portfolio Manager with co‐managerial responsibility for a billion dollar large cap equity fund, he consistently generated top performance at Legg Mason Canada.

Prior to this, Mr. Horan worked at Goodman & Company assisting in the management of the flagship Dynamic Power Canadian Fund as well as direct management responsibilities for the Dynamic Power International Fund and Dynamic Power EAFE Fund, both of which achieved top decile performance under his leadership.

He received his MBA from University of Toronto in 1994 and his CFA designation in 1995.

Solutions For Complex Financial Goals

01

Focused on North American equities, the NADF Fund employs disciplined strategies to deliver reliable growth and manage risk effectively.

North American Diversified Fund

02

Designed to mimic the long book of the flagship NAD Fund, The Agilith Long Only Fund has exposure to key businesses that we expect to generate substantial value creation over time without the use of leverage or short positions. The Agilith LOF is suitable for registered accounts.

Long Only Fund

03

Our bespoke portfolio management service offers customized financial strategies tailored to your unique investment objectives.

Private Client Services

True Client Alignment

We invest alongside our clients and have the best fee structure from the perspective of client alignment. We strive to deliver outstanding client service and communications in all market cycles.

Recognized For Excellence in Investment Management

Agilith Capital is proud to be acknowledged for our commitment to innovation, exceptional performance, and client satisfaction. These awards reflect our dedication to delivering industry-leading investment solutions and unparalleled service.