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Dynamic Global Real Estate Series I (0P0000KODW)

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9.747 -0.040    -0.37%
28/06 - Closed. Currency in CAD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 229.87M
Type:  Fund
Market:  Canada
Issuer:  Dynamic Funds
Asset Class:  Equity
Dynamic Global Real Estate Series I 9.747 -0.040 -0.37%

0P0000KODW Overview

 
On this page you'll find an in-depth profile of Dynamic Global Real Estate Series I. Learn about the key management, total assets, investment strategy and contact information of 0P0000KODW among other information.
Category

Real Estate Equity

Total Assets

229.87M

Expenses

Inception Date

Jul 23, 2004

Investment Strategy

The fund seeks to achieve long-term capital appreciation and income primarily through investment in a diversified portfolio of equity and debt securities of businesses around the world with potential for increased value as a result of ownership, management or other investment in real estate assets.

Contact Information

Address 29th Floor
Toronto,ON M5C 2V9
Canada
Phone 416 363 5621
Fax 416 363 4179

Top Executives

Name Title Since Until
Maria Benavante Portfolio Manager 2019 Now
Biography Maria joined Dynamic in 2016 as a Portfolio Analyst focusing on the real estate sector. She was promoted to Associate Portfolio Manager in 2018 and to Portfolio Manager in 2019. Prior to joining Dynamic, Maria spent over five years as a sell-side research associate covering real estate investment trusts at BMO Capital Markets and National Bank Financial. Maria has B.Comm from the John Molson School of Business at Concordia University and is a Calvin C. Potter Fellow. She is a CFA charterholder.
Tom Dicker Portfolio Manager 2011 Now
Biography 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 1997 2023
Biography 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.
Todd Beallor - 2000 2009
Biography 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.
Michael Slater Associate Portfolio Manager 2008 2008
Biography Michael serves as senior global analyst with primary focus on the Europe/Canada region. In addition, he has selected coverage responsibilities in the U.S. to aid in our assessment of companies with a global and complementary nature, and to facilitate mentoring of our U.S. focused analysts. Prior to joining Duff & Phelps in 2008, Mr. Slater was an Associate Portfolio Manager at Goodman & Company Investment Counsel in Toronto and was responsible for advising on a global real estate security fund. Previously, Mr. Slater worked at Great West Life Insurance Company, in various positions ranging from acquisitions to asset management with the most recent position being Director of Asset Management. Prior to this position Mr. Slater worked as a Valuation Consultant at a boutique real estate and property tax valuation firm. He received a bachelor of commerce and finance degree (B.Comm.) from the University of Toronto.
Jonathan Goodman Vice President 1996 2000
Biography 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.
Ned Goodman Founder, Chairman 1996 2000
Biography 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.
Anne MacLean Partner, Portfolio Manager 1996 2000
Biography MacLean is a partner and portfolio manager with Goodman & Company. Prior to joining Goodman in 1995, she had twelve years of investment experience as a portfolio manager with Gluskin Sheff & Associates and as an investmeny analyst with United Bond and Share Company. MacLean is a Chartered Financial Analyst.
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