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The fund seeks to achieve income and long term capital growth by investing in primarily income oriented equities, income trusts, Canadian convertible and fixed income securities and other Canadian income producing securities. The investment advisor uses a top-down approach to set asset allocation and a bottom-up approach to set individual security selection. The fund has the ability to invest primarily in money market instruments, equities, fixed income securities, convertible securities, mutual funds, ETFs and cash.
Name | Title | Since | Until |
---|---|---|---|
Bruce Campbell | President | 2010 | Now |
Biography | Bruce Campbell founded StoneCastle Investment Management Inc. in 2001. He has over 23 years of experience in the investment industry. Prior to founding StoneCastle Investment Management Inc., Bruce was a Portfolio Manager for some of the largest investment dealers in Canada and the USA. Bruce is a past president of the Okanagan CFA society and holds a Bachelor of Commerce degree from the University of Alberta. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. |
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