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The fund's objective is to generate regular dividends that will be reinvested in the fund while ensuring capital protection. The fund aims to outperform by 0.5% a reference portfolio of 90% of the TSX 60 Index and 10% of Canadian T-Bills over rolling 4-year periods.
Name | Title | Since | Until |
---|---|---|---|
Jean-René Adam | Co-CIO | 2023 | 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. | ||
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 |
Not Disclosed | - | 1997 | 2023 |
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