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United Canadian Equity Sm Cap Corp Cl W (0P0000NFXU)

Toronto

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17,066 -0,040 -0,24%

14/06 - Fechado. Moeda em CAD ( Declaração de Riscos )

Classificação da Morningstar:
Total do Ativo: 226,83M

Tipo: Fundo

Mercado: Canadá

Emissor: CI Investments Inc

Classe de Ativo: Ações

0P0000NFXU - Visão Geral

Nesta página, você encontrará um perfil aprofundado de United Canadian Equity Sm Cap Corp Cl W. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0000NFXU, entre outras informações.

Categoria

Canadian Small/Mid Cap Equity

Total do Ativo

226,83M

Despesas

Data de início

22.10.2007

Informações de Contato

Endereço 15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada

Telefone +1 416 3641145

Fax 416-364-1145

Site www.ci.com

Principais Executivos

Nome	Título	Desde	Até
Aubrey Hearn	Portfolio Manager	2021	Agora
Biografia	Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation.
Jack Hall	Portfolio Manager	2021	Agora
Biografia	Jack joined CIGAM in 2012 and has more than 5 years of experience in financial services. He is a member of the North American equity income team, and is co-manager of CI U.S. Equity Fund, CI U.S. Equity & Income Fund, CI Canadian Small/Mid Cap Equity Income Fund, CI American Small Companies Fund, CI American Small Companies Corp. Class, CI Global Smaller Companies Fund & CI Global Smaller Companies Corp. Class. He is responsible for North American dividend & income paying equity securities. He graduated with an Hon. Bachelor of BBA from Wilfrid Laurier University. He holds the CFA designation
Evan Rodvang	-	2021	Agora
Ian Cooke	Director	2015	2021
Biografia	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	2007	2021
Biografia	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	2007	2015
Biografia	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.

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