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The fundamental investment objective of this Fund is to achieve long-term capital growth by investing in a broad range of primarily Canadian and some foreign equities from companies in a wide range of industries. The Canadian component will primarily be invested in companies included in the S&P/TSX Composite Index. The Fund invests in a diversified portfolio of publicly traded common shares, preferred shares, rights, warrants, income trust units and convertible securities. The Fund’s investment advisor splits the Canadian marketplace into broad market sectors and attempts to add value through sector selection, depending on business-cycle considerations; however, security-specific analysis will ultimately determine the portfolio allocation to specific sectors.
Name | Title | Since | Until |
---|---|---|---|
Zayem Lakhani | Portfolio Manager | 2017 | Now |
Carol Lum | Portfolio Manager | 2017 | 2020 |
James R. Huggan | Other Executives | 2017 | 2020 |
Biography | Jim Huggan, CFA Bcomm, joined the firm in July 1999 as a Senior Portfolio Manager, responsible for Canadian Fixed Income. Prior to this, Jim spent over 2 years as a Senior Portfolio Manager for the Fixed Income Component of the Workers' Compensation Board of BC Accident fund. Previously, Jim was a Portfolio Manager at the British Columbia Provincial Treasury Investments Branch and has over 12 years of investment experience. | ||
William McLeod | Portfolio Manager | 1989 | 2017 |
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