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BENUT DE SALE
Ci North American Small/mid Cap Equity Fund (series F Units) (0P0000768T)
Toevoegen/Verwijderen van een Portfolio
Voeg toe aan Portfolio
42,380
+0,002
+0,01%
13/11 - Gesloten. Valuta in CAD
- Beoordeling Morningstar:
- Totale activa: 1,19B
Sentry Small/Mid Cap Income Fund Series F
42,380
+0,002
+0,01%
- Overzicht
- Profiel
- Historische data
- Participaties
0P0000768T Overzicht
Op deze pagina vindt u een uitgebreid profiel van Ci North American Small/mid Cap Equity Fund (series F Units). Kom meer te weten over onder meer het senior management, de totale activa, de investeringsstrategie en de contactgegevens van 0P0000768T.
Contact Informatie
Adres
15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Toronto,ON M5J 0A3
Canada
Telefoon
+1 416 3641145
Fax
416-364-1145
Web
www.ci.com
Topmanagers
| Naam | Titel | Sinds | Tot |
|---|---|---|---|
| Evan Rodvang | - | 2023 | now |
| Jack Hall | Portfolio Manager | 2019 | now |
| Biografie | Jack joined CIGAM in 2012 and has more than 5 years of experience in financial services. He is a member of the North American equity income team, and is co-manager of CI U.S. Equity Fund, CI U.S. Equity & Income Fund, CI Canadian Small/Mid Cap Equity Income Fund, CI American Small Companies Fund, CI American Small Companies Corp. Class, CI Global Smaller Companies Fund & CI Global Smaller Companies Corp. Class. He is responsible for North American dividend & income paying equity securities. He graduated with an Hon. Bachelor of BBA from Wilfrid Laurier University. He holds the CFA designation | ||
| Aubrey Hearn | Portfolio Manager | 2008 | now |
| Biografie | Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation. | ||
| Phil D'Iorio | Portfolio Manager | 2017 | 2017 |
| Biografie | Phil joined Sentry in 2016 and is a member of the equity-income portfolio management team. Phil D’Iorio is a senior research analyst for Harbour Advisors and a Portfolio Manager on Harbour Voyageur Corporate Class. Prior to joining Harbour in 2002, he worked as an analyst for a hedge fund manager and as an intern at GMP Capital in the Investment Banking Group. He holds the CFA designation and an MBA (Finance) from Rotman School of Management, University of Toronto and obtained his Bachelor of Arts (Economics and Political Science) degree from the University of Western Ontario. | ||
| Michael Simpson | Senior Portfolio Manager | 2005 | 2013 |
| Biografie | Michael joined Sentry in 2002. He specializes in dividend- and income-paying securities with a focus on free cash flow to sustain reliable dividends. Michael is the lead manager of several funds including the company’s flagship fund, Sentry Canadian Income Fund, and co-manages Sentry Conservative Balanced Income Fund. In 2014, he was named Investment Executive’s Mutual Fund Manager of the Year.Michael earned a Bachelor of Arts degree from York University and holds the CFA designation. He is a fellow of the Canadian Securities Institution. | ||
| J.A.(Sandy) McIntyre | Other Executives | 2005 | 2012 |
| Biografie | J.A. (Sandy) McIntyre has over 30 years of experience managing portfolios for high net worth individuals and charitable foundations, and pooled fund portfolios. Prior to joining Sentry Select, Sandy spent 20 years with Jones Heward Investment Management Inc., a wholly-owned subsidiary of the Bank of Montreal, where he was a member of the Investment Policy Committee with responsibility for high yield investments including royalty and income trusts. | ||
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