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Counsel Balanced Portfolio Series I (0P0001033N)

Toronto

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18.794 +0.070 +0.39%

07/11 - Closed. Currency in CAD

Type: Fund

Market: Canada

Issuer: Counsel Portfolio Services Inc

Asset Class: Other

Morningstar Rating:
Total Assets: 1.13B

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Counsel Balanced Portfolio Series I Overview

On this page you'll find an in-depth profile of Counsel Balanced Portfolio Series I. Learn about the key management, total assets, investment strategy and contact information of 0P0001033N among other information.

Investment Strategy

The Fund seeks to achieve a balance between income and long-term capital growth. The Fund invests in securities of a variety of Canadian, U.S. and international equity and fixed-income mutual funds. The Fund invests up to 100% of its assets in securities of other mutual funds using strategic asset allocation as its principal investment strategy. The Fund’s asset class weightings will generally be 30% to 50% in fixed-income securities and 50% to 70% in equity securities.

Contact Information

Address Suite 700
Mississauga,ON L4W 5L6
Canada

Phone 905.625.9885

Fax 905.625.6184

Web www.counselservices.com

Top Executives

Name	Title	Since	Until
Paul Punzo	Portfolio Manager	2021	Now
Biography	Joined the firm in 2011. Formerly with Northern Trust Global Advisors as a Senior Associate Program Manager where he was responsible for the construction of customized multi-manager portfolios for high net worth clients, program management and manager due diligence. Previously at ScotiaMcLeod as a Senior Analyst/Associate Portfolio Manager in the managed assets group.
Corrado Tiralongo	Chief Investment Officer	2021	Now
Kody Knieriem	Portfolio Manager	2021	Now
Vincent Chan	Portfolio Manager	2021	Now
Varun Sood	Portfolio Manager	2021	Now
Jana Sehnalova	Portfolio Manager	2009	2014
Biography	Jana Sehnalova is an Executive Director and Global Portfolio Manager with ten years of real estate and equities experience at Forum Securities office in London.
David Tiley	Portfolio Manager	2009	2014
Biography	David Tiley joined the Cundill team in 2001 and has more than 11 years of industry experience. David specializes in identifying deep value investment opportunities in Europe. In August 2007, he was named lead manager of Mackenzie Cundill Global Balanced Fund and Mackenzie Cundill Global Dividend Fund. David graduated from Griffith University with a BA in Asian Studies (1991), a BA from Carleton University (1993), and a MA from the Institute of Political Economy at Carleton University (1997).
Daniel Pine	Managing Director	2009	2014
Biography	Dan Pine is a Managing Director and the Head of Forum Securities office in Greenwich. He has day-to-day responsibility for all portfolio decisions across Forum Securities strategies. Mr. Pine has a history of successful real estate securities investing and over 27 years of investment experience.
Daniel Geber	Managing Director, Portfolio Manager	2008	2013
Biography	Daniel Geber is a Managing Director of NBM and NB LLC. Mr. Geber joined the firm in 2014 and is a Portfolio Manager. Geber has been a managing director and portfolio manager with Epoch Investment Partners since 2004. From 1998 until 2004, he was a partner at Trident Investment Management. From 1995 until 1998, he was also an analyst at Omega Advisors. Previously, he also served as an Executive Director at Goldman Sachs & Co.
Samuel Sahn	Portfolio Manager	2009	2012
Biography	Samuel Sahn joined Hazelview in March 2012 as Executive Director, Portfolio Management/Research, Global Real Estate Securities. Mr. Sahn is based out of our New York office and is responsible for co-managing Hazelview’s global real estate securities strategies and underwriting, researching and providing formal investment recommendations on the U.S. REIT component of global real estate portfolios. Mr. Sahn has over 14 years of experience in real estate securities and financial services.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Counsel Balanced .	18.794	+0.070	+0.39%