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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Don Simpson | Other Executives | 2015 | now |
自傳 | Don Simpson joined Dynamic in 2012 and is a member of the Value Equity team. He is lead portfolio manager for a number of Canadian focused equity and balanced strategies. Don has more than 25 years of investment management experience, having managed a range of equity and balanced strategies during his career. Don’s career has included a number of roles including mortgage trading & securitization real estate analyst and managing a public real estate portfolio and underwriting large real estate projects. | ||
Adam Donsky | Portfolio Manager | 2011 | 2015 |
自傳 | Adam is a Co-Founder & Chief Investment Officer of Ravenstone Capital Management Inc. where he oversees all investing and risk management activities. Prior to co-founding Ravenstone, Adam distinguished himself as an investor at 1832 Asset Management. There he was responsible for the stewardship of more than $6.5 billion of Assets Under Management through the oversight of the Dynamic Blue Chip Funds and Lead Portfolio Manager for the firm’s High Net Worth and institutional clients. | ||
Izet Elmazi | Portfolio Manager | 2011 | 2015 |
自傳 | Izet joined Bristol Gate in May 2018, bringing two decades of experience with him. In his prior roles, he was a Vice President & Portfolio Manager at an emerging high net worth asset manager and, before that, a Portfolio Manager on a team managing approximately $7 billion at a major Canadian bank. Izet focused his undergraduate studies in accounting, knowing that a broad exposure to a variety of industries and the ability to understand financial statements would be an asset for his true passion, equity analysis. | ||
Sue Lavigne | Portfolio Manager | 2003 | 2011 |
自傳 | Sue Lavigne is Vice President & Portfolio Manager at GCIC Ltd., the sub-advisor of the fund. Prior to joining GCICL, Sue was a member of the Canadian equity team at Scotia Asset Management (SAM). Sue has a Masters of Business Administration from Wilfrid Laurier University, holds the Chartered Financial Analyst designation and is a Chartered Insurance Professional. | ||
Gaelen Morphet | Portfolio Manager | 1986 | 2009 |
自傳 | Gaelen joined Sentry in 2016 to head up our investment management team. Gaelen is well known and highly regarded within, and beyond, the investment industry. Gaelen has a Bachelor of Arts (Honours) from Western University and holds the Chartered Financial Analyst (CFA) designation. |
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