Sector Expert: Randall Abramson

Trapeze Asset Management

Image: Randall Abramson

Randall Abramson, CFA, is CEO and Portfolio Manager of Trapeze Asset Management Inc., a firm he cofounded in 1999 shortly after founding its affiliate broker dealer, Trapeze Capital Corp. Abramson was named one of Canada's 'Stock Market Superstars' in Bob Thompson's Stock Market Superstars: Secrets of Canada's Top Stock Pickers (Insomniac Press, 2008). Trapeze's separately managed accounts are long/short or long only, and have either an all-cap orientation or large cap-only mandate via the company's Global Insight model. Abramson graduated with a bachelor's degree in commerce from the University of Toronto in 1989, and his career has spanned investment banking, investment analysis and portfolio management.



Recent Interviews

Randall Abramson Locks On to Unusual Bargains at Today's Oil Prices (8/4/15)
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To profit in the current oil and gas space, investors have to move down the food chain to find "unusual bargains," says Randall Abramson, CEO and portfolio manager with Toronto-based Trapeze Asset Management. Abramson expects global demand to return oil to $75–85/barrel inside 12 months, which means you won't have to wait long to see those bargains rise with the tide. In this interview with The Energy Report, Abramson discusses several bargains in the junior oil and gas space, as well as a handful of serviceable service names.

Randall Abramson's Plan for Surviving Gold's Summer of Discontent (8/3/15)
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While Randall Abramson, CEO and portfolio manager with Toronto-based Trapeze Asset Management, freely admits that we are living through the summer of discontent in "Commodityland," he says investors should step back and look at commodities, especially gold, from a macroeconomic and historical perspective. In this interview with The Gold Report, Abramson discusses the magnet he expects to pull gold to around $1,400/oz inside 12 months, and he also offers some of his favorite names in the gold space.

Picking Undervalued Gold Equities Is Akin to Picking Strawberries: Randall Abramson (4/27/15)
Strawberries

Randall Abramson, CEO/portfolio manager with Toronto-based Trapeze Asset Management, says that picking stocks can be like picking strawberries. If a strawberry looks terrific, other than a tiny blemish, you simply remove the blemish and enjoy the rest. But if the fruit turns out to be rotten, the entire strawberry is for the birds. Is the stock price below fair market value because there's a little blemish and the market is overreacting? Or is it a sign that the stock is rotten to the core? In this interview with The Gold Report, Abramson offers a fistful of small- and large-cap gold equity names for investors that can look past the blemishes to see quality fruit.

Recent Quotes

"We are enamored with MEI."

The Energy Report Interview with Randall Abramson (8/4/15)
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"SAS's Taylor mine is coming on line in the next two months."

The Gold Report Interview with Randall Abramson (8/3/15)
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"Our favorite large-cap name is G because it's a lower-cost producer with a reasonable balance sheet and decent production growth."

The Gold Report Interview with Randall Abramson (8/3/15)
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"G is our favorite in the large-cap gold space because it is one of the lowest-cost producers."

The Gold Report Interview with Randall Abramson (4/27/15)
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"SAS is the largest landholder in northern Ontario's Timmins mining camp."

The Gold Report Interview with Randall Abramson (4/27/15)
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"MEI has a long runway of growth ahead."

The Energy Report with Randall Abramson (4/23/15)
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"SAS is undervalued compared to its peers."

— Randall Abramson, Trapeze Asset Management (1/28/15)
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"MEI, in our view, is a rare opportunity."

The Energy Report Interview with Randall Abramson (6/19/14)
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"ORC's Tanzania pipeline is now more than 70% complete."

The Energy Report Interview with Randall Abramson (6/19/14)
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