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The Fund’s investment objectives are to generate monthly income and to maximize total return by investing primarily in a portfolio of banking issuers, other financial issuers and real estate related companies and/or REITs listed on a recognized stock exchange in North America. To achieve its investment objectives, the Fund’s investment strategies emphasize investments in an actively managed portfolio that consists primarily of Canadian banking issuers, other financial issuers and real estate related companies and/or REITs.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2019 | Now |
Paul Gregory MacDonald | Portfolio Manager | 2017 | 2019 |
Biography | Paul serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 as Vice President of Investments and has over 18 years experience in the investment business. Paul obtained a Bachelor of International Finance degree from Griffith University in Australia and holds a CFA charter. | ||
Paul Gardner | Portfolio Manager | 2009 | 2017 |
Biography | Paul Gardner, CFA is a principal, and portfolio manager for the equity and fixed income portfolios at Avenue Investment Management. He has more than 18 years experience in the investment industry. Prior to co-founding Avenue Investment Management, he was at TD Asset Management. Mr. Gardner received his B.A. from York University in 1986. He became a Chartered Financial Analyst in 1991. He is a member of the Toronto Society of Financial Analysts and A.I.M.R. | ||
Paul A. Harris | Partner | 2009 | 2017 |
Biography | Mr. Harris has more than 20 years of investment experience. Prior to co-founding Avenue, he worked in New York for Fiduciary Trust International (Senior PM global equity portfolios), TD Asset Management (senior PM) and as an equity analyst covering financial services and technology globally. Mr. Harris has a B.A. from the University of Toronto, is a Chartered Financial Analyst and is a member of the New York Society of Financial Analysts and A.I.M.R. |
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