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The Fund’s objective is to provide a return that is similar to the return of a Canadian dividend mutual fund. The Fund invests primarily, directly or indirectly, in securities held by a Canadian dividend mutual fund managed by iA Clarington, or an affiliate or associate of iA Clarington, and may invest all or a portion of its portfolio in Securities of the Reference Fund. The portfolio manager may invest substantially all of the Fund’s assets in units of a Canadian dividend mutual fund managed by iA Clarington, or an affiliate of iA Clarington. The portfolio manager uses fundamental analysis to identify companies with a strong market position, a strong balance sheet and run by a management with a proven track record.
Name | Title | Since | Until |
---|---|---|---|
Danesh Rohinton | Research Analyst | 2023 | Now |
Biography | Danesh joined CI Global Asset Management in 2013 and began his career in the investment industry in 2012. Prior to joining CI, Danesh worked at BMO Capital Markets in New York as a research associate covering U.S. banks. He also has prior experience as a Research Analyst at Sentry Investment Management. Danesh holds a Bachelor of Business Administration from Wilfrid Laurier University. | ||
Oliver Shao | Portfolio Manager | 2023 | Now |
Jean-René Adam | Co-CIO | 2022 | Now |
Biography | Mr. Adam is Co-Chief Investment Officer of Hexavest. He began his career in finance in 2002 and joined Hexavest in 2006. In 2006, he successfully completed exams for the Options Licensing Course, the Futures Licensing Course, and the Derivatives Fundamental Course of the Canadian Securities Institute. In 2004, Jean-Rene became a CFA Charterholder. Jean-Rene holds an M.Sc. in Finance (2001) and a B.Comm. in Finance (2000) from the University of Sherbrooke. He earned a Certificate for Outstanding Academic Achievement from California State University in 1999. | ||
Donny Moss | Portfolio Manager | 2013 | 2024 |
Gil Lamothe | Other Executives | 2014 | 2019 |
Biography | Gil Lamothe is a diligent and opportunistic value investor. Mr Lamothe employs an internally developed discounted cashflow model to value equity securities. Once he has established a core portfolio holding, Gil takes advantage of short-term opportunities presented by the market to add to or trim those positions. |
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