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Nei Canadian Small Cap Equity Rs Fund A (0P00007037)
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13/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 594.18M
NEI Ethical Special Equity Fund Series A
37.319
-0.120
-0.31%
- Overview
- Profile
- Historical Data
- Holdings
0P00007037 Overview
On this page you'll find an in-depth profile of Nei Canadian Small Cap Equity Rs Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P00007037 among other information.
Investment Strategy
The Fund aims to increase the value of your investment over the long-term by investing mostly in common shares of small capitalization or “small cap” Canadian companies listed on a stock exchange. The Portfolio Manager invests mostly in small cap companies having a market capitalization at the time of investment between $100 million and $2.5 billion. The Portfolio Manager uses a fundamental research approach, employing a bottom-up stock selection process that includes company visits and management interviews. The Portfolio Manager’s selection process focuses on the acumen, commitment and depth of the management, the company’s record of financial benefit to shareholders, the development of the company’s business franchise, the strength of the company’s financing, the valuation of the company’s securities and the culture of dividend payment.
Contact Information
Address
P.O. Box 26
Toronto,ON M5C 2W7
Canada
Toronto,ON M5C 2W7
Canada
Phone
888-809-3333
Fax
888 809 4444
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Derek Nichol | Portfolio Manager, Equities | 2023 | Now |
| Biography | Mr. Derek Nichol joined QV Investors in December 2018. Mr. Nichol is a Portfolio Manager for QV’s Canadian small cap and global small cap equity strategies and is a member of the QV Investment Committee. He holds a Bachelor of Commerce from Queen’s University. Prior to starting at QV, Derek worked as a Research Associate at a Calgary based investment management firm. He is a CFA® charterholder and is a member of the Calgary CFA Society. | ||
| Steven Kim | VP & Portfolio Manager, Canadian Equities | 2012 | Now |
| Biography | Mr. Steven Kim joined QV Investors in March 2012. Mr. Kim is a VP and a Portfolio Manager for QV’s small and mid-cap Canadian equity strategies and is a member of the QV Investment Committee. Prior to QV, Mr. Kim worked at a leading Canadian Bank, as well as a non-profit organization based in Vancouver. He holds a Bachelor of Arts in Criminology and History from Simon Fraser University in Vancouver and a Masters in Business Administration from the Sauder School of Business at the University of British Columbia. Mr. Kim is a CFA® charterholder and is a member of the Calgary CFA Society. | ||
| Ian Cooke | Director | 2006 | 2023 |
| Biography | Mr. Ian Cooke joined QV Investors in 2006. Mr. Cooke is a member of the QV Investment Committee and also serves as a Director, helping to manage the firm. Prior to joining QV, Mr. Cooke was the Vice President of Research and Director at a Calgary based investment management firm. He remains involved with the University of Calgary's Haskayne School of Business as a mentor for the Calgary Portfolio Management Trust and is a prior instructor of Security Analysis and Investing. | ||
| Joe Jugovic | Advising Partner | 2000 | 2022 |
| Biography | Joe Jugovic joined QV Investors in 2000 and is a Director of the firm. He is also a Portfolio Manager for QV's global large cap strategy and is a member of the Investment Committee. Prior to assuming his role at QV, he was a securities analyst and trader at a Calgary-based investment management firm. Mr. Jugovic is a Chartered Financial Analyst charterholder and has a Bachelor of Arts degree in Economics from the University of Calgary. He is also a member of the Calgary Society of Financial Analysts and his funds have been recognized at the Morningstar Canadian Investment Awards. | ||
| Leigh Pullen | President and CIO | 1997 | 2005 |
| Biography | Leigh founded QVGD Investors Inc. in 1996. He serves as President and Chief Investment Officer. His responsibilities include research analysis and portfolio management. Leigh Pullen has over 35 years experience in the Canadian investment market. From 1966 to 1977, he worked at the Toronto Stock Exchange, IBM Canada, and National Trust Co. Ltd. He left National Trust as Manager of Pension Fund Investments. From 1977 to 1996, Leigh was a partner, analyst, and portfolio manager at Mawer Investment Management, Calgary. Leigh is a past President of the Estate Planning Council of Calgary. | ||
| Robert Tattersall | Executive Vice President | 1995 | 1997 |
| Biography | Robert Tattersall is Executive Vice President of Howson Tattersall. He holds an M.A. from St.John's College, Cambridge and an MBA from Ohio State University. Bob holds the Chartered Financial Analyst designation and is a recognized expert on small cap stocks in Canada. Over an investment career spanning 30+ years, he has been a senior research analyst and a portfolio manager. He lectures on investments for pension funds at Humber College and has written numerous articles for professional journals. | ||
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