Robertson Velez, CFA Auhtor Headshot Image

Robertson Velez, CFA

Portfolio Manager, Global Equities

Robertson is a Portfolio Manager in the Global Equities team responsible for stock selection, portfolio construction and risk control for the Technology and Communications sleeves of the Renaissance Global Technology Fund and the CIBC Global Technology Fund. Leveraging his extensive experience in finance and technology, he researches the industry to develop investment strategies and theses to select global technology companies that generate superior long-term performance.

Before assuming his current role in August 2022, Robertson worked for sixteen years in various roles in the asset management industry, most recently as a portfolio manager at 1832 Asset Management L.P. Prior to that, Robertson was a Staff Engineer with ATI Technologies for twelve years, successfully leading several Semiconductor design projects.

Robertson is a CFA charterholder. He earned a Master of Business Administration degree from the Rotman School of Management at the University of Toronto, a Master of Engineering degree from the University of Toronto, and a Bachelor of Applied Sciences degree from the University of British Columbia.

Equities

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AI revolution will be boon to some, burden to others

In a May 29 interview, CIBC’s Robertson Velez said identifying companies with competitive advantages is key.

By Robertson Velez, CFA |June 9, 2025

7 min 53 sec | Related Article

Equities

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AI boom continues despite market volatility

As efficiency improves, AI adoption will expand rather than slow down, says CIBC’s Robertson Velez.

By Robertson Velez, CFA |February 17, 2025

9 min 55 sec | Related Article

Managing Concentration Risk in a Portfolio’s Tech Allocation

Here's what to consider when selecting stocks in the booming sector.

By Robertson Velez, CFA |August 30, 2024

9 min 18 sec | Related Article