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The Fund’s investment objective is to provide long-term growth of capital by investing primarily in units of AGF Global Sustainable Balanced Fund (formerly, AGF Diversified Income Fund). The investment objective of AGF Global Sustainable Balanced Fund (formerly, AGF Diversified Income Fund) is to provide long-term growth of capital through a combination of capital appreciation and interest income by investing primarily in a diversified portfolio of equity and fixed income securities which fit the Fund’s concept of sustainable development.
Name | Title | Since | Until |
---|---|---|---|
Martin Grosskopf | Analyst | 2021 | Now |
Biography | Martin Grosskopf, Vice President and Portfolio Manager, manages investment portfolios for AGF Investments Inc. and AGF Investments America Inc, and also provides input on sustainability and ESG issues across the AGF investment teams. Mr. Grosskopf is also a former board member of the Responsible Investment Association (RIA). Mr. Grosskopf holds a BA from the University of Toronto, a MES from York University and an MBA from the Schulich School of Business and NIMBAS. | ||
Andy Kochar | Portfolio Manager | 2021 | Now |
David G. Stonehouse | Director | 2009 | 2021 |
Biography | David Stonehouse has many years experience managing both fixed-income and balanced portfolios. David was previously Director, Fixed Income and Portfolio Manager with Acuity Investment Management Inc. Prior to joining Acuity, David was a senior analyst specializing in Canadian equities at a major Canadian pension plan and worked in the telecommunications industry specializing in financial analysis. He received a B.Sc. in Applied Science from Queen’s University, an MBA in Finance and Accounting from McMaster University and is a CFA charterholder. | ||
Management Team | - | 2007 | 2013 |
Biography | Team Managed |
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