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Edgepoint Glbl Port (non-hst) Sr F(n) (0P0000PTRU)

Toronto

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36.179 -1.250 -3.35%

20/12 - Closed. Currency in CAD

Morningstar Rating:
Total Assets: 12.07B

Type: Fund

Market: Canada

Issuer: EdgePoint Wealth Management Inc

Asset Class: Equity

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0P0000PTRU Overview

On this page you'll find an in-depth profile of Edgepoint Glbl Port (non-hst) Sr F(n). Learn about the key management, total assets, investment strategy and contact information of 0P0000PTRU among other information.

Investment Strategy

The Fund’s objective is to provide long‐term capital appreciation by investing primarily in global equity securities. To achieve its investment objective, the Portfolio Manager invests in companies with strong competitive positions, defendable barriers to entry, long‐term growth prospects and competent management teams. The Portfolio Manager acquires ownership stakes in these companies at prices below its assessment of their true worth.

Contact Information

Address Suite 500
Toronto,ON M5S 2X9
Canada

Phone 416-963-9353

Fax 416-963-5060

Web www.edgepointwealth.com

Top Executives

Name	Title	Since	Until
George Droulias	Portfolio Manager	2022	Now
Derek Skomorowski	Portfolio Manager	2022	Now
Jeff Hyrich	Portfolio Manager	2021	Now
Biography	Prior to joining EdgePoint, he was a portfolio manager at Invesco Trimark and an investment analyst at Ontario Teachers' Pension plan. He earned his B.Comm. with a double major in Finance and Accounting from the University of Manitoba and is a CFA charterholder.
Frank Mullen	Portfolio Manager	2014	Now
Biography	Frank Mullen is Portfolio Manager of EdgePoint Global Portfolio, EdgePoint Canadian Portfolio, EdgePoint Global Growth & Income Portfolio and EdgePoint Canadian Growth & Income Portfolio. Prior to joining EdgePoint in 2009, Frank started his career at HSBC in the derivatives product group. Frank is a Queen’s University graduate and a CFA charterholder.
Andrew Pastor	Portfolio Manager	2014	Now
Biography	Andrew Pastor is a Portfolio Manager of EdgePoint. Prior to joining EdgePoint in December 2012, Andrew was an equity research analyst at Sionna Investment Managers from May 2010 to December 2012. Previously, Andrew spent four years (from May 2006 to April 2010) at BMO Harris Investment Management as an associate in the Private Wealth department servicing investment portfolios for high-net-worth clients. Andrew earned a BA in Finance and Economics from the University of Western Ontario in 2006 and is a CFA charterholder.
Tye Bousada	founding Partner, Co-CEO, Portfolio Manager	2008	Now
Biography	Tye Bousada is a founding partner, President and co-CEO of EdgePoint Investment Group Inc. He is Director of EdgePoint Wealth Management Inc. Prior to founding EdgePoint, Tye was vice president and portfolio manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1999 as a portfolio manager on the Canadian equity team. Under his management, Trimark Fund was recognized numerous times for investment achievement. Tye earned an Honours Business Administration (HBA) degree from the University of Western Ontario and is a CFA charterholder
Geoff MacDonald	founding Partner, Co-CEO, Portfolio Manager	2008	Now
Biography	Geoff MacDonald is a founding partner, CIO and co-CEO of EdgePoint Investment Group Inc., and CIO of EdgePoint Investment Management Inc. He is Director of EdgePoint Wealth Management. Prior to founding EdgePoint, Geoff was Vice President and Portfolio Manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1998 as a vice president and portfolio manager. Geoff earned his BBA from Bishop’s University and his MBA from the University of Windsor. He is a CFA charterholder.
Ted Chisholm	Portfolio Manager	2011	2020
Biography	Ted Chisholm is Portfolio Manager of EdgePoint. Prior to joining EdgePoint, Ted was a portfolio manager at Invesco Ltd. (formerly Trimark Investment Management). He began his career in the investment industry in 1991 as a Trimark marketing services representative and also held progressively senior sales positions before starting his own company – Coign Technology – in 2000. He rejoined Trimark in 2003 as an investment analyst, having worked in a similar role at Patient Capital Management from 2001 to 2002. Ted graduated with a BA from the University of Western Ontario.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	EdgePoint Glbl Po.	36.179	-1.250	-3.35%