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The investment objective of the Fund is long term growth and capital preservation. The Fund aims to provide long term growth and capital preservation using a balanced investment approach. It invests indirectly through the Partnership primarily in a mix of Canadian equity securities, fixed income securities and money market instruments. The portfolio manager generally intends to keep the Fund’s asset mix, indirectly through the Partnership, within the following ranges 40% or less or 60% or more equity securities; 40% or less or 60% or more fixed income securities; 0-30% money market instruments; and 0-10% gold, gold certificates, silver certificates and certain gold/silver ETFs.
Name | Title | Since | Until |
---|---|---|---|
Sajan Bedi | Portfolio Manager | 2013 | Now |
Biography | Sajan Bedi, CFA, Portfolio Manager. Joined Canoe Financial in 2013. Honours Bachelor of Mathematics degree and Honours Bachelor of Business degree, Wilfrid Laurier University. Industry start date: 2008. Sajan is a Portfolio Manager assisting in managing the North American equity and balanced funds. Prior to joining Canoe, Sajan was an Institutional Bond Trader on the Canadian dollar Strips and SSA desk at RBC Capital Markets. | ||
Robert Taylor | Portfolio Manager | 2013 | Now |
Biography | Robert Taylor, CPA, CA, CFA, Senior Vice President & Portfolio Manager. Joined Canoe Financial in 2013. Honours Bachelor of Business Administration, Wilfred Laurier University. Industry start date: 1998. Rob leads a team of North American equity analysts and the asset allocation decisions. Prior to joining Canoe Rob was at BMO Global Asset Management where he was responsible for managing more than $4 billion in Canadian Equities. | ||
Robert J. Haber | CEO | 2011 | 2013 |
Biography | Haber is the CEO (Chief Executive Officer) and CIO (Chief Investment Officer) of Haber Trilix Advisors LP, a sub-advisor to Canoe Financial LP. Bob was the CIO of Fidelity Investments Canada for 12 years and Head of Equities for Pyramis Global Advisors, a Fidelity Investments company. Haber was also portfolio manager of the Fidelity Canadian Disciplined Equity Fund and the Fidelity Canadian Balanced Fund from their inception in Sep 1998 to Mar 2009. These funds each earned the 2009 Canada Lipper Fund Award as the top-performing fund of the decade in each of their respective categories. |
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