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Assumption/ci Cambridge Canadian Asset Allocation Fund-series A (0P0000YPYA)

Toronto

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16,097 -0,050 -0,32%

11/02 - Dados em Atraso. Moeda em CAD

Classificação da Morningstar:
Total de ativos: 2,12M

Tipo: Fundo

Mercado: Canadá

Emissor: Assumption Life

Classe de Ativo: Outros

0P0000YPYA - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Assumption/ci Cambridge Canadian Asset Allocation Fund-series A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0000YPYA, entre outras informações.

Categoria

Tactical Balanced

Total de ativos

2,12M

Despesas

Data de início

30.04.2013

Informações de Contato

Endereço 770 Main Street
Moncton,NB E1C 8L1
Canada

Telefone 506 853 6040

Fax 506 853 5519

Site www.assumption.ca

Principais Executivos

Nome	Título	Desde	Até
Peter Hofstra	Vice President, Portfolio Manager	2021	Agora
Biografia	Peter Hofstra joined CIGAM in July 2017 as Senior Portfolio Manager. Prior to joining CI, He was CIO and Managing Director of Investment Research at Manitou. He was also co-founder of a clean technology investment LP. Prior, Mr. Hofstra was PM at a mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science & technology fund. He has a B.Sc. in Chemistry and a PhD in Engineering Physics. He also spent 8 years with a technology firm, initially serving as a Senior Scientist and then becoming the VP of Research & Development. He holds the CFA designation.
Danesh Rohinton	Research Analyst	2021	Agora
Biografia	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.
Bryan Brown	Portfolio Manager	2021	Agora
Biografia	Bryan joined CI Global Asset Management in 2013 and has more than 15 years of experience in the financial industry. Prior to joining CI, he was an equity research analyst focused on the financial services sector at a global investment firm. He began his career as an auditor at one of the “Big Four” accounting firms, specializing in financial services. Bryan is a member of the User Advisory Council of the Accounting Standards Board (AcSB). He graduated with an Hon. BBA degree from Wilfrid Laurier University. He also holds his CA and CFA designation.
Paul Marcogliese	Vice President	2016	Agora
Biografia	Paul Marcogliese serves as a Fixed Income Portfolio Manager at Cambridge Global Asset Management. He is responsible for managing Cambridge Bond Fund and is the co-manager of Cambridge Asset Allocation Corporate Class, Cambridge Global High Income and Cambridge Monthly Income Funds. Paul's career in he investment industry began in 1999 and he joined Cambridge in 2016. Paul holds a Bachelor of Mathematics from the University of Waterloo, a Bachelor of Business Administration from Wilfrid Laurier, and the Chartered Financial Analyst designation.
Robert Swanson	Portfolio Manager	2013	Agora
Biografia	Robert Swanson, Principal and Chief Market Strategist, provides guidance on macro-economic trends and asset allocation strategies for the Cambridge Global Asset Management team. Prior to his current role, he was lead manager of several mutual funds at Fidelity Investments. Mr. Swanson holds a B.Sc. in finance from Northern Illinois University, an MBA from Northwestern University, and the Chartered Financial Analyst designation. Mr. Swanson is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc.
Brandon Snow	Portfolio Manager	2013	2020
Biografia	Brandon Snow, Principal and Portfolio Manager of Cambridge Global Asset Management, began his investment career in 2003. Prior to joining Cambridge in 2011, he was portfolio manager of two Canadian-focused equity funds at Fidelity Investments with a total of $1.7 billion in assets and was the winner of a Lipper Fund Award. Mr. Snow holds a BA in Economics and Financial Management from Wilfrid Laurier University.
Alan R. Radlo	CIO (Chief Investment Officer)	2013	2014
Biografia	Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts.

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Cotações Recentes

	Nome	Preço	Variação	Var. %
	Assumption/CI Cam.	16,097	-0,050	-0,32%