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Nei Canadian Equity Fund F (0P000075KH)

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24.269 +0.040    +0.15%
27/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 87.16M
Type:  Fund
Market:  Canada
Issuer:  NEI Investments
Asset Class:  Equity
NEI Northwest Canadian Equity Fund Series F 24.269 +0.040 +0.15%

0P000075KH Overview

 
On this page you'll find an in-depth profile of Nei Canadian Equity Fund F. Learn about the key management, total assets, investment strategy and contact information of 0P000075KH among other information.
Category

Canadian Focused Equity

Total Assets

87.16M

Expenses

Inception Date

Apr 15, 2002

Investment Strategy

The objective of this Fund is to achieve long-term capital appreciation by investing primarily in equity securities of Canadian companies. The Fund may invest in both large and small capitalization companies. The Fund invests primarily in equity securities (including securities convertible into equity securities) of Canadian companies but may invest up to 35% of the Fund’s property in similar securities of companies located outside of Canada. The Portfolio Sub-Advisor’s approach is based on a combination of fundamental bottom-up research and thoughtful macro-economic analysis of trends in major industry groups. Companies are evaluated on their market position, growth prospects and cost structures, among other lenses.

Contact Information

Address P.O. Box 26
Toronto,ON M5C 2W7
Canada
Phone 888-809-3333
Fax 888 809 4444

Top Executives

Name Title Since Until
Charmaine Lim Uy Manager 2023 Now
Biography Ms. Uy is a graduate of McGill University (MBA, Finance) and De La Salle University in Manila, Philippines (B.Sc., Manufacturing Engineering and Management). She is also a CFA® charterholder and a holder of the FSA Credential. Prior to joining the firm in 2004, Ms. Uy held positions at Panasonic Audio Video (S) Pte Ltd. as a project manager, and as a process and product development engineer in the firm’s research-and-development division.
Mila Krassiouk Manager 2023 Now
Biography Ms. Krassiouk is a graduate of McGill University (MBA, Finance) and Moscow State Mining University (Economics and Engineering, mining industry), and is also a CFA® charterholder. Prior to joining the firm in 2003, she worked as a credit analyst for the financial services arms of AT&T Capital and Fiat.
Stephane Lebrun Manager 2023 Now
Biography Mr. Lebrun is a graduate of the Université de Sherbrooke (M.Sc., Finance) and is also a CFA® charterholder. Prior to joining the firm in 2000, he worked as an analyst for the Bank of Canada pension fund (1993-1995), for the treasury department of Avenor Inc., now part of Resolute Forest Products Inc. (1995-1998), and as an analyst with UBS Bunting Warburg Inc. in their forest-products research department (1998-2000).
Richard L. Fogler Managing Director, CIO, founding Partner 1997 2023
Biography Richard is Chief Investment Officer and chairs the Investment Committee. As the founding partner at Kingwest, Richard has over 40 years of investment experience. Mr. Fogler is a director on the Sinai Health Foundation board. He has a B.S. in Economics from the Wharton School of the University of Pennsylvania, and earned a diploma from the Ecole Pratique des Hautes Etudes, University de Paris, France. Richard was a regular columnist in the financial post & his work and research has often been sited in Canadian financial textbooks.
Ubald Cloutier - 1995 2009
Biography Mr. Cloutier received his B. Econ in 1971 and his LLB in 1983 to 1989, he was investment advisor for Bolton Tremblay. From 1989 to 1994, he was director of management of pension plan for Hydro Quebec and became Vice President, investments for Trust Pret et Revenu in 1994.
Robert M. Korturbash - 1997 1999
Biography Bob provides Kingwest with over 45 years of investment experience. He formely was a member of the investment strategy committee at Dominion Securities. Since joining Kingwest in 1986, Bob has contributed as a member of the investment committee where his long experience proves invaluable.
Murray I. Belzberg - 1997 1999
Biography Murry has over 20 years of experience in the investment industry. In the early 1980's he became the youngest vice-president & national sales manager at Merrrill Lynch Canada. Becamne President of First City Investor Sales in 1988, managed an assets of over $4 billion dollars.
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