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Dynamic Small Business Fund Series FI(0P0000ZEP5)

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12.666 +0.050    +0.38%
13/11 - 關閉. CAD 貨幣
種類:  基金
市場:  加拿大
發行者:  Dynamic Funds
資產類別:  股票
  • 晨星評級:
  • 總資產: 856.06M
Dynamic Small Business Fund Series FI 12.666 +0.050 +0.38%

0P0000ZEP5綜觀

 
你可在本頁找到深入的Dynamic Small Business Fund Series FI公司檔案,包括0P0000ZEP5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

Canadian Focused Small/Mid Cap Equity

總資產

856.06M

費用

基金成立

2012年10月31日

聯絡資訊

地址 29th Floor
Toronto,ON M5C 2V9
Canada
電話 416 363 5621
傳真 416 363 4179

主要管理層

名稱 主旨 成立於 直至
Steven Hall Portfolio Manager 2014 now
Tom Dicker Portfolio Manager 2014 now
自傳 Tom Dicker joined Dynamic in 2011 as a portfolio manager and member of the award-winning Equity Income team. His focus is to find best-in-class businesses among securities in the real estate sector. Tom has over 6 years of investment industry experience, initially as an analyst and then portfolio manager, with LDIC Inc. He received an Honours Bachelor of Commerce Degree from the University of Ottawa and holds the Chartered Financial Analyst designation.
Oscar Belaiche Portfolio Manager 2002 2023
自傳 Oscar Belaiche joined Dynamic in 1997. Vice President and Portfolio Manager and head of the Equity Income team with has expertise in real estate, infrastructure and energy securities on a global basis. He has 30 years of experience as a money manager, asset manager, developer and corporate banker. He earned an Honours B.A. in Business Administration from the University of Western Ontario and has his Chartered Financial Analyst designation and is also a Fellow of the Institute of Canadian Bankers.
Vim Thasan Vice President, Canadian Equities 2018 2019
自傳 Vim Thasan joined Dynamic in 2004 and has held a variety of roles with escalating levels of responsibility. In 2008, Vim became an Analyst concentrating on global equities before joining the Equity Income team in late 2012 to focus on the industrials and technology sectors. He was promoted to the role of Associate Portfolio Manager in 2014 and Portfolio Manager in 2016. Vim holds an MBA from the Schulich School of Business at York University and was awarded the Chartered Financial Analyst designation.
Jason Gibbs Portfolio Manager 2007 2017
自傳 Jason Gibbs joined Dynamic in 2000. He became an analyst in 2002 and portfolio manager in 2007. He focuses on investing in best-in-class businesses with strong balance sheets and sustainable cash flows among dividend paying equities and infrastructure companies on a global basis. Jason has 18 years of industry experience and, prior to portfolio management, he was a manager of fund valuation services at Dynamic and Canada Trust and an auditor with Deloitte & Touche. Jason received his Bachelor of Accounting from Brock University. He also holds the Chartered Accountant and CFA designations.
Todd Beallor - 2000 2009
自傳 Todd Beallor joined Goodman & Company, Investment Counsel in January of 1995 as part of the Canadian equities team. He specializes in analyzing various sectors in the Canadian market, and also covers the Israeli market. Prior to joining Goodman, Todd spent four years at Crown Life Insurance Company where he worked as an Investment Analyst.
Ed Ho - 1998 2009
自傳 Ed Ho joined the Goodman & Company Canadian equities team in 1997, after a rapid rise through the Sales & Marketing department of Dynamic Mutual Funds. Most recently, Ed worked as the Assistant to the Chairman's Office where he performed research and analysis for merchant banking and venture capital investments. Ed is also an integral member of the Focus+ investment team. He is primarily responsible for U.S. equities and is also a specialist in Québec-based companies.
Ned Goodman Founder, Chairman 1997 2000
自傳 Through Goodman & Company, Investment Counsel Inc., Mr. Goodman is a sub-advisor to Dynamic. He has close to five decades of investment experience as a securities analyst, portfolio manager and senior executive. Mr. Goodman has a Bachelor of Science degree from McGill University and a Master of Business Administration from the University of Toronto. He earned the designation of Chartered Financial Analyst in 1967. In 1997, he was awarded a Doctorate of Laws, honoris causa, by Concordia University.
Jonathan Goodman Vice President 1997 1999
自傳 Goodman has been a vice president with Goodman & Company since 1990. Previously, he was a partner of Goepel Shields & Partners from 1989 to 1990, and a gold and mining analyst with Ben James Capel before that. Goodman considers himself a value investor. Goodman was born in Montreal in 1961.
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