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Historical Financial Statements

Historical Financial Statements

Back to Maxam Diversified Strategies Fund
Maxam Diversified Strategies Fund - Annual Audited Financial Statements
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Maxam Capital Management

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Maxam Diversified Strategies Fund
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330-609 Granville Street P.O. Box 10033
Vancouver, BC V7Y 1A1

General Inquiries: info@maxamcm.com

Call us at:
604-685-0201

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Sean Morrison, CA, CPA

Director

Sean is a Director of Maxam Capital Management Ltd. and a member of the firm’s Advisory Committee for the MP Capital Fund I Limited Partnership. Sean is the President and CEO of Diversified Royalty Corp and serves on the Board of goeasy Ltd. Prior to his current roles, Sean was a founder and managing partner of the private equity focused Maxam Opportunities Funds, and a partner at Capital West Partners, a Vancouver-based investment banking firm. Sean is a graduate of the University of British Columbia with a degree in Commerce and holds a Chartered Accountant designation.

236-521-8470

sean@maxamcapitalcorp.com

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Mike Vermette, CA, CPA, CIRP

Vice President, MP Capital Fund I GP Inc.

Mike is Vice President and Director of MP Capital Fund I GP Inc. and a member of the firm’s Advisory Committee for the MP Capital Fund I Limited Partnership. He has over 35 years of experience in financial analysis, due diligence, and corporate restructuring. Prior to his current role, Mike was a PricewaterhouseCoopers LLP Deals Partner, where he spent 20 years leading the firm’s Corporate Advisory & Restructuring Vancouver-based practice. Mike is a graduate of Carleton University with a degree in Commerce and hold designations as a Chartered Accountant, a Chartered Professional Accountant, a Chartered Insolvency and Restructuring Practitioner, and a Licensed Insolvency Trustee.

604-805-5312

mike@maxamcm.com

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Jim McGuigan, CA, CPA, CBV

President and Director, MP Capital Fund I GP Inc

Jim is President and Director of MP Capital Fund I GP Inc. and a member of the firm’s Advisory Committee for the MP Capital Fund I Limited Partnership. Prior to his current role, Jim was a Partner at PricewaterhouseCoopers LLP from January 1999 to June 2024. Over the course of his 35-year career, Jim has been involved advising directly on the purchase, sale, valuation and/or due diligence activities for a variety business transactions. Jim has significant experience  and relationships with private equity firms in Canada and the United States. Jim is a Chartered Accountant, Chartered Business Valuator and Chartered Public Accountant.

604-616-7074

jimmcguigan@maxamcm.com

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Amy Chan

Office Manager

Amy is responsible for managing the administration of the office. Amy brings more than a decade of office management experience to Maxam, including previous experience in the real estate, resource and technology industries.

604-685-0201

amy@maxamcm.com

Jaipal Dosanjh

Associate

Jai is an Associate intern with Maxam, and his duties cover data analysis and model updating. Prior to joining Maxam, Jai worked for Scotiabank where he gained research and data analysis experience. Jai is a level I candidate for the Chartered Financial Analyst (CFA) designation and graduated from the Beedie School of Business at Simon Fraser University with a Bachelor of Business Administration degree.

jaipal@maxamcm.com

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Colton Cyr, CIM

Associate

Colton is an Associate with Maxam Capital Management Ltd. supporting the firm’s client relationships as well as the sales and business development initiatives. Colton comes from a wealth management background with Raymond James Ltd. and is Chartered Investment Manager (CIM®) designation holder. He earned a B. Sc. while attending American International College (Massachusetts) on a full NCAA Division 1 Hockey Scholarship and the University of Victoria.

604-336-6304

colton@maxamcm.com

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Ben Macfadyen, CFA

COO & CCO

Ben is responsible for managing operations and compliance for the firm. Prior to joining Maxam, Ben served as Chief Operating Officer for a Toronto-based event driven hedge fund with a focus on arbitrage strategies, and more recently as an institutional equity trader with CIBC World Markets in Vancouver. Ben holds the Chartered Financial Analyst (CFA) designation and graduated from the University of British Columbia with a Bachelor of Commerce degree (Major in Finance).

604-336-6625

ben@maxamcm.com

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Brian Hikisch, CFA

Fund Manager

Brian joined Maxam in 2016 and holds over a decade of investment industry experience. Prior to Maxam Brian was an investment analyst at a long/short equity fund, and also worked in investment banking at National Bank Financial and Equity Research at Raymond James. Brian is a graduate of the University of British Columbia with a Bachelor of Commerce degree (Major in Finance) and holds the Chartered Financial Analyst (CFA) designation.

604-336-4527

brian@maxamcm.com

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Travis Dowle, CFA

President & Fund Manager

Travis is the founder of Maxam and lead Fund Manager for the firm’s funds. He began his career in 1996 with MK Wong & Associates, which was later acquired by HSBC Asset Management. Travis left HSBC in 2007 to lead public market investments for a family office/private investment group, before he founded Maxam in 2009. Travis is a graduate of the University of Western Ontario and holds the Chartered Financial Analyst (CFA) designation.

604-336-3936

travis@maxamcm.com

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