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Founded in 1979, Middlefield is a Toronto-based asset manager specializing in innovative investment solutions. Over the past 45 years, we have developed a disciplined investment process across six core equity income mandates: Real Estate, Healthcare, Innovation, Infrastructure, Energy, and Diversified Income. We focus on high-quality companies with competitive cash flow and dividend growth potential.
Our investment solutions include award-winning ETFs and Mutual Funds, designed to meet the needs of advisors, institutional investors, and individual investors. Backed by a dedicated team, we strive to deliver superior returns through expertise and disciplined portfolio management.
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Dean Orrico, President & CEODean Orrico joined Middlefield in 1996 and brings over 25 years of investment experience to his role as president and CEO. He is responsible for overseeing the firm’s asset management business in Canada and abroad, and is also the lead manager of Middlefield’s Real Estate and London Stock Exchange-listed funds. Dean graduated with a Bachelor of Commerce from the Rotman School of Management at the University of Toronto and holds an MBA from the Schulich School of Business at York University. Dean is regularly invited to speak at investment seminars and is frequently interviewed for his insights on the market. |
| Key Focus Areas | Media Availability | Recent Appearances |
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Real Estate Geopolitics & Current Events Macroeconomic Trends |
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Globe: Why real estate whiz Dean Orrico is bullish on Canadian REITs
Globe: Six bargain REIT picks poised for a recovery |
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Robert Lauzon, Managing Director & CIORob Lauzon has been with Middlefield since 2002. He is chief investment officer and lead manager on a number of investment funds, including Income Plus, Middlefield’s North American flagship fund. Rob holds an Honours Bachelor of Business Administration from Wilfrid Laurier University, an MBA from the Rotman School of Management at the University of Toronto and the Chartered Financial Analyst designation. Rob is a regular commentator on BNN Bloomberg and frequently contributes to Canada’s national newspapers. |
| Key Focus Areas | Media Availability | Recent Appearances |
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North American Equities Commodities Infrastructure |
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FP: 10 stocks to watch in 2025 |
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Dennis da Silva, Senior Portfolio ManagerDennis da Silva has been the lead manager for Middlefield’s MRF Flow-Through Funds for over 20 years and covers the metals, mining and agriculture sectors with over 25 years of experience in the natural resource market. He has developed strong relationships with a vast number of Canadian energy companies and is regularly interviewed by the media for his outlook on the markets or perspective on individual issuers. He is an MBA graduate of the Schulich School of Business at York University. |
| Key Focus Areas | Media Availability | Recent Appearances |
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Resource Sector Energy & Mining |
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BNN Bloomberg’s Market Call: Dennis da Silva – March 4, 2024 |
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Shane Obata, Portfolio ManagerShane Obata is a portfolio manager at Middlefield and is responsible for covering global equities across Middlefield’s funds. Prior to joining Middlefield in 2018, he was with Richardson GMP’s asset management team. He holds the Chartered Financial Analyst designation and a Master of Finance from Wilfrid Laurier University, where he was awarded the gold medal of academic excellence. Shane offers a unique investment approach which combines fundamental analysis and quantitative finance. |
| Key Focus Areas | Media Availability | Recent Appearances |
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Global Dividends Technology & Artificial Intelligence |
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Globe: Why this money manager is buying Broadcom, Blackstone and more |
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Robert Moffat, Portfolio ManagerRob Moffat is a portfolio manager at Middlefield and is responsible for covering global equities with a focus on Real Estate and Healthcare. Prior to joining the company in 2017, he held a research position with a wealth management team at Richardson GMP in Calgary. Rob holds a Bachelor of Management and Organizational Studies degree with a specialization in Finance from Western University and holds the Chartered Financial Analyst designation. |
| Key Focus Areas | Media Availability | Recent Appearances |
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Healthcare Real Estate |
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WP: Investing in the future of healthcare |
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