Counsel Conservative Portfolio Series I(0P0000PO7N)

多倫多

從投資組合中新增/移除新增至觀察名單

16.684 +0.030 +0.16%

22/11 - 關閉. CAD 貨幣

種類: 基金

市場: 加拿大

發行者: Counsel Portfolio Services Inc

資產類別: 債券

晨星評級:
總資產: 213.19M

0P0000PO7N綜觀

你可在本頁找到深入的Counsel Conservative Portfolio Series I公司檔案，包括0P0000PO7N的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Global Fixed Income Balanced

總資產

213.19M

費用

基金成立

2006年3月1日

聯絡資訊

地址 Suite 700
Mississauga,ON L4W 5L6
Canada

電話 905.625.9885

傳真 905.625.6184

網絡 www.counselservices.com

主要管理層

名稱	主旨	成立於	直至
Paul Punzo	Portfolio Manager	2021	now
自傳	Joined the firm in 2011. Formerly with Northern Trust Global Advisors as a Senior Associate Program Manager where he was responsible for the construction of customized multi-manager portfolios for high net worth clients, program management and manager due diligence. Previously at ScotiaMcLeod as a Senior Analyst/Associate Portfolio Manager in the managed assets group.
Corrado Tiralongo	Chief Investment Officer	2021	now
Kody Knieriem	Portfolio Manager	2021	now
Vincent Chan	Portfolio Manager	2021	now
Varun Sood	Portfolio Manager	2021	now
Jana Sehnalova	Portfolio Manager	2009	2014
自傳	Jana Sehnalova is an Executive Director and Global Portfolio Manager with ten years of real estate and equities experience at Forum Securities office in London.
David Tiley	Portfolio Manager	2009	2014
自傳	David Tiley joined the Cundill team in 2001 and has more than 11 years of industry experience. David specializes in identifying deep value investment opportunities in Europe. In August 2007, he was named lead manager of Mackenzie Cundill Global Balanced Fund and Mackenzie Cundill Global Dividend Fund. David graduated from Griffith University with a BA in Asian Studies (1991), a BA from Carleton University (1993), and a MA from the Institute of Political Economy at Carleton University (1997).
Ian Ihnatowycz	Other Executives	2009	2014
自傳	Ian Ihnatowycz founded Acuity Investment Management Inc. in 1991 to provide discretionary investment management for individual, institutional, pension and mutual fund clients. Ian obtained an MBA from the University of Western Ontario after receiving a B.Sc., majoring in pharmacology, from the University of Toronto and has since attained the Chartered Financial analyst designation. Extensively involved in investment research and portfolio management since 1982, his focus is on fundamental value investing and sustainable proprietary advantages contributing to long-term growth.
Daniel Pine	Managing Director	2009	2014
自傳	Dan Pine is a Managing Director and the Head of Forum Securities office in Greenwich. He has day-to-day responsibility for all portfolio decisions across Forum Securities strategies. Mr. Pine has a history of successful real estate securities investing and over 27 years of investment experience.
Daniel Geber	Managing Director, Portfolio Manager	2008	2013
自傳	Daniel Geber is a Managing Director of NBM and NB LLC. Mr. Geber joined the firm in 2014 and is a Portfolio Manager. Geber has been a managing director and portfolio manager with Epoch Investment Partners since 2004. From 1998 until 2004, he was a partner at Trident Investment Management. From 1995 until 1998, he was also an analyst at Omega Advisors. Previously, he also served as an Executive Director at Goldman Sachs & Co.

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