OUR INVESTMENT TEAM
Born and raised in Norway, John Sartz is a graduate of the University of California at Berkley and holds an MBA from the University of Toronto. Mr. Sartz has spent his entire professional career in the finance industry and has more than 40 years’ experience in analyzing and managing investments.
Prior to founding Viking Capital in 2000, Mr. Sartz led investment teams and managed portfolios for some of Canada’s leading institutional and mutual fund management companies. Mr. Sartz is a highly respected and well-known portfolio manager and he has been recognized on numerous occasions for his investment expertise, in particular with regards to his management of Canadian Small Cap portfolios.
In addition to his portfolio management responsibilities, Mr. Sartz holds the positions of President and Chief Investment Officer for Viking Capital.
U.S. & GLOBAL INVESTMENTS
Jonathan Norwood holds the Chartered Financial Analyst designation and an MBA in Finance from Dalhousie University. Mr. Norwood has spent his entire professional career in the finance industry and has more than 20 years’ experience in analyzing and managing investments.
Mr. Norwood joined Viking Capital in 2019 after having known Mr. Sartz for nearly all of his investment management career. Prior to his joining Viking, Mr. Norwood was Senior Vice-President and Co-Head for one of the largest and longest running, value-focused mutual funds in Canada. Mr. Norwood previously also served as Vice President and Portfolio Manager at a mutualized life insurance company and at a publicly traded institutional asset manager. Mr. Norwood has twice won the API Performance Award for the top U.S. Equity Fund in Canada - in 2011 & 2013.
In addition to his portfolio management responsibilities, Mr. Norwood holds the position of Executive Vice-President for Viking Capital.