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Russell Inv Tax-managed Us Equity Pool Sr E (0P0000UB9X)

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32.045 +0.140    +0.45%
22/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 129.03M
Type:  Fund
Market:  Canada
Issuer:  Russell Investments Canada Limited
Asset Class:  Equity
Russell Investments Focused US Equity Pool Sr E 32.045 +0.140 +0.45%

0P0000UB9X Overview

 
On this page you'll find an in-depth profile of Russell Inv Tax-managed Us Equity Pool Sr E. Learn about the key management, total assets, investment strategy and contact information of 0P0000UB9X among other information.
Category

US Equity

Total Assets

129.03M

Expenses

Inception Date

Sep 16, 2011

Investment Strategy

This fund's investment objective is to provide long-term capital appreciation primarily through exposure to a select portfolio of equity securities of U.S. issuers listed on recognized stock exchanges.

Contact Information

Address 1 First Canadian Place, Suite 5715
Toronto,ON M5X 1E4
Canada
Phone 416 362 8411
Fax 416 362 4494

Top Executives

Name Title Since Until
Jordan McCall Portfolio Manager 2024 Now
Biography Jordan McCall is a portfolio manager for Russell Investments’ investment division. In this role, he is accountable for manager selection, strategic portfolio construction, and integrating the firm’s capital market insights to dynamically manage the portfolios in order to help clients achieve their objectives. Jordan was appointed to this role in 2019. He joined the global equity team in 2015 as an associate portfolio manager. He is based in Seattle, Washington. Prior to joining the global equity team, Jordan was a senior investment practice analyst, responsible for designing solutions that measure, evaluate and improve Russell Investments’ investment process. In this capacity he led several projects to improve analytic capabilities to support investment decision making, including ROADMAP and PARIS, which are key proprietary portfolio management and risk analysis tools at the firm. Jordan joined Russell Investments in 2006. Prior to Russell Investments, Jordan worked as a business intelligence expert for various firms. He began his career in public accounting with Deloitte.
Greg Nott CIO (Chief Investment Officer) 2011 2024
Biography Gregory Nott, Senior Director, Head of Multi Asset Canada since December 2020. From March 2020 to December 2020, Mr. Nott was Director, Senior Portfolio Manager Multi-Asset and from June 2011 to February 2020 Mr. Nott was Chief Investment Officer Russell Investments Canada Ltd.Greg has 24 years of industry experience. Greg’s experience includes manager research analysis, fixed income portfolio management, and multi-asset portfolio management. Greg became CIO in 2011, and maintains his portfolio management responsibilities.
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