Alaris Equity Partners Income Trust

OTCPK:ADLR.F Stock Report

Market Cap: US$607.9m

Alaris Equity Partners Income Trust Management

Management criteria checks 3/4

Alaris Equity Partners Income Trust's CEO is Steve King, appointed in Apr 2004, has a tenure of 21.08 years. total yearly compensation is CA$2.92M, comprised of 11.3% salary and 88.7% bonuses, including company stock and options. directly owns 2.04% of the company’s shares, worth $12.42M. The average tenure of the management team and the board of directors is 3.5 years and 4.8 years respectively.

Key information

Steve King

Chief executive officer

CA$2.9m

Total compensation

CEO salary percentage11.31%
CEO tenure21.1yrs
CEO ownership2.0%
Management average tenure3.5yrs
Board average tenure4.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Steve King's remuneration changed compared to Alaris Equity Partners Income Trust's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2025n/an/a

CA$184m

Dec 31 2024CA$3mCA$330k

CA$234m

Sep 30 2024n/an/a

CA$197m

Jun 30 2024n/an/a

CA$210m

Mar 31 2024n/an/a

CA$207m

Dec 31 2023CA$2mCA$330k

CA$138m

Sep 30 2023n/an/a

CA$132m

Jun 30 2023n/an/a

CA$99m

Mar 31 2023n/an/a

CA$109m

Dec 31 2022CA$3mCA$325k

CA$131m

Sep 30 2022n/an/a

CA$142m

Jun 30 2022n/an/a

CA$158m

Mar 31 2022n/an/a

CA$149m

Dec 31 2021CA$2mCA$300k

CA$144m

Sep 30 2021n/an/a

CA$129m

Jun 30 2021n/an/a

CA$111m

Mar 31 2021n/an/a

CA$86m

Dec 31 2020CA$1mCA$300k

CA$20m

Sep 30 2020n/an/a

-CA$28m

Jun 30 2020n/an/a

-CA$36m

Mar 31 2020n/an/a

-CA$18m

Dec 31 2019CA$1mCA$356k

CA$36m

Sep 30 2019n/an/a

CA$72m

Jun 30 2019n/an/a

CA$70m

Mar 31 2019n/an/a

CA$75m

Dec 31 2018CA$2mCA$363k

CA$61m

Compensation vs Market: Steve's total compensation ($USD2.09M) is below average for companies of similar size in the US market ($USD3.98M).

Compensation vs Earnings: Steve's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Steve King

21.1yrs
Tenure
CA$2,917,203
Compensation

Mr. Stephen Walter King, also known as Steve, CFA, serves as Director of Amur Financial Group Inc. He has been the Chief Executive Officer and President at Alaris Equity Partners Income Trust (formerly kno...

Leadership Team

NamePositionTenureCompensationOwnership
Stephen King
CEO, President & Director21.1yrsCA$2.92m2.04%
$ 12.4m
Amanda Frazer
Chief Financial Officer3.5yrsCA$1.30m0.11%
$ 674.2k
Gregg Delcourt
Chief Investment Officer3.5yrsCA$1.57m0.21%
$ 1.3m
Michael Ervin
Chief Legal Officer & Corporate Secretary8.5yrsCA$1.45m0.20%
$ 1.2m
Daniel MacEachern
Managing Directorless than a yearCA$1.04m0.11%
$ 661.9k
LiAnn Wen
Manager of Corporate Communications4.3yrsno datano data
Curtis Krawetz
Managing Directorno dataCA$689.42k0.15%
$ 931.4k
Elizabeth McCarthy
Senior Vice President of Legal2.5yrsno data0.067%
$ 407.0k
Deanne Erker
Controller3.3yrsno datano data
Shawn Ostrow
Director of Business Development6yrsno data0.057%
$ 346.4k
Marla Evans
Director of Taxno datano data0.12%
$ 707.0k
Aaron Potter
Vice President of Investments1.3yrsno data0.0075%
$ 45.8k
3.5yrs
Average Tenure

Experienced Management: ADLR.F's management team is considered experienced (3.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Stephen King
CEO, President & Director16.8yrsCA$2.92m2.04%
$ 12.4m
Robert Bertram
Independent Trustee10.3yrsCA$194.69k0.16%
$ 952.2k
E. Shier
Independent Trustee16.8yrsCA$194.69k0.078%
$ 473.3k
Peter Grosskopf
Independent Chairperson2yrsCA$552.33k0.046%
$ 279.8k
Felix-Etienne Lebel
Trusteeless than a yearno data0.079%
$ 478.4k
Kimberley Lynch Proctor
Independent Trustee3.6yrsCA$194.69k0.052%
$ 313.7k
Sophia Langlois
Independent Trustee4.8yrsCA$199.69k0.051%
$ 308.4k
4.8yrs
Average Tenure
59yo
Average Age

Experienced Board: ADLR.F's board of directors are considered experienced (4.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/20 11:06
End of Day Share Price 2025/05/15 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Alaris Equity Partners Income Trust is covered by 16 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Trevor ReynoldsAcumen Capital Finance Partners Limited
Christopher MurrayATB Capital Markets
Scott ChanCanaccord Genuity