STYLUS Asset Management

Richard (Rick) J. Przybylski

President and Chief Investment Officer

Rick is the founder, President and Chief Investment Officer of STYLUS, responsible for investment decision making and strategic oversight of all the STYLUS funds as well as client service and marketing. He has over 40 years of investment experience. Rick pioneered the practice of quantitative investment when he founded C.P.M.S. Computerized Portfolio Management Services Inc. (CPMS) in 1984 and built it into the leading provider of quantitative investment research in Canada.

Contact Richard (Rick) J. Przybylski at
rickp@stylusam.com
416.847.5900 ext 1

Matteo VerrilliMBA, CFA

Vice President & Senior Portfolio Manager

Matteo has 26 years of investment experience and is responsible for co-managing all of the STYLUS funds. Prior to joining STYLUS, Matteo was a Senior Vice President at CPMS responsible for leading the Client Services team that assisted institutional investors and advisors in the development and implementation of quantitative investment strategies. He also headed up the Investment Committee at CPMS and managed the Canadian Momentum Fund. Matteo has an MBA from the University of Windsor and has been a CFA charterholder since 1994.

Contact Matteo Verrilli at
mverrilli@stylusam.com
416.847.5900 ext 3

Julianna Varpalotai-XavierCPA, CA, MBA

Chief Financial & Operating Officer, Chief Compliance Officer

Julianna has more than 15 years of senior management experience in the investment industry. Prior to joining STYLUS, Julianna was Chief Financial Officer for Covington Capital Corporation and Chief Operating Officer for the University of Toronto Asset Management Corp. where she was instrumental in building the operations from its inception. Previously Julianna also held positions with CIBC World Markets, Manulife Financial, Prudential Insurance Co. of America and Deloitte & Touche. Julianna has an MBA from the University of Cambridge.

Contact Julianna Varpalotai-Xavier at
julianna@stylusam.com
416.847.5900 ext 7

Mario JelicMBA, CFA

Portfolio Manager

Prior to joining STYLUS, Mario helped manage a U.S. equity fund at one of Canada's largest fund management companies. Mario has a B.Sc. (Engineering) and an MBA from Queen's University, the Chartered Financial Analyst designation and 20 years of experience in financial analysis and investment management.

Contact Mario Jelic at
mjelic@stylusam.com
416.847.5900 ext 2

Jordan LuckockM.Sc., CFA

Portfolio Manager

Jordan has over 13 years of investment experience managing funds for retail, institutional, and high net worth clients. Jordan is a Chartered Financial Analyst (CFA) charterholder and holds a M.Sc. in Finance from Queens University and a BA (Hons) from the University of Western Ontario.

Contact Jordan Luckock at
jluckock@stylusam.com
416.847.5900 ext 9

Michael LippiCIM

Vice President Client Service & Business Development

Michael has close to 20 years experience in the financial services industry and is responsible for managing client relationships as well as developing new business for STYLUS. Michael previously worked for one of Canada's largest mutual fund companies as well as boutique investment firms where he serviced high net worth clients. Michael holds a Chartered Investment Manager (CIM®) designation.

Contact Michael Lippi at
mlippi@stylusam.com
416.847.5900 ext 219

Richard MitchellCFA, CAIA, CIPM

Vice President Client Service & Business Development

Richard has close to 20 years of investment industry experience in various senior capacities with global investment consulting firms, large financial services institutions, one of Canada’s largest pension funds and most recently with one of Canada’s largest institutional equity investment managers. Richard is a Chartered Financial Analyst (CFA) charterholder, a Chartered Alternative Investment Analyst (CAIA) charterholder, a Certificate in Investment Performance Measurement (CIPM) certificate holder and earned his Honours, Bachelor of Arts (Economics, Finance Specialization) from the University of Waterloo.

Contact Richard Mitchell at
rmitchell@stylusam.com
416.847.5900 ext 6

Fiona Robertson

Manager of Client Communication & Marketing

Fiona is part of the client service, communication and relationship management team at STYLUS. Prior to joining STYLUS, Fiona was responsible for managing shareholder communications for some of Canada's largest venture capital firms. Fiona has almost 20 years of experience in investor relations, marketing and communications in the financial services sector.

Contact Fiona Robertson at
frobertson@stylusam.com
416.847.5900 ext 8

Izabella PolichtM.Econ.

Senior Accountant

Izabella is responsible for the day-to-day accounting operations of the STYLUS funds. Prior to STYLUS, Izabella was responsible for accounting and administrative functions at CPMS. After leaving Bank Handlowy in Poland, now a division of Citibank, and moving to Canada, Izabella spent over 20 years as an accountant. She holds a Master of Economics degree from the Warsaw School of Economics.

Contact Izabella Policht at
ipolicht@stylusam.com
416.847.5900 ext 5

Ewa KosinskaH.B.Sc.

Accountant

Ewa is responsible for assisting in the day-to-day operations of the STYLUS funds. Ewa has over 15 years of experience in the financial industry. Prior to STYLUS Ewa was responsible for fund accounting at Citi Group. She holds an Actuarial Science Degree from the University of Toronto.

Contact Ewa Kosinska at
ewa@stylusam.com
416.847.5900 ext 218

Marni J. PrzybylskiCPA, CA

Director

Marni acts as a strategic advisor in monitoring the firm's direction, compliance, and reporting requirements. Marni co-founded CPMS in 1984, initially serving as the Head of Research and overseeing a team of accounting professionals involved in maintaining a financial database of Canadian public companies. She began her career in 1978 with a predecessor firm to KPMG LLP, specializing in real estate and financial services. She holds a B. Math degree from the University of Waterloo.

Contact Marni J. Przybylski at
marni@stylusam.com
416.847.5900