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The investment objectives of the Fund are to provide income and long-term capital appreciation primarily through investment in a diversified portfolio of securities of businesses on a global basis with an ownership interest in real estate, utility or infrastructure assets. This fund is available under an Offering Memorandum.
Name | Title | Since | Until |
---|---|---|---|
Tarun Joshi | Portfolio Manager | 2024 | Now |
Jason Gibbs | Portfolio Manager | 2024 | Now |
Biography | Jason Gibbs joined Dynamic in 2000. He became an analyst in 2002 and portfolio manager in 2007. He focuses on investing in best-in-class businesses with strong balance sheets and sustainable cash flows among dividend paying equities and infrastructure companies on a global basis. Jason has 18 years of industry experience and, prior to portfolio management, he was a manager of fund valuation services at Dynamic and Canada Trust and an auditor with Deloitte & Touche. Jason received his Bachelor of Accounting from Brock University. He also holds the Chartered Accountant and CFA designations. | ||
Maria Benavante | Portfolio Manager | 2019 | Now |
Biography | Maria joined Dynamic in 2016 as a Portfolio Analyst focusing on the real estate sector. She was promoted to Associate Portfolio Manager in 2018 and to Portfolio Manager in 2019. Prior to joining Dynamic, Maria spent over five years as a sell-side research associate covering real estate investment trusts at BMO Capital Markets and National Bank Financial. Maria has B.Comm from the John Molson School of Business at Concordia University and is a Calvin C. Potter Fellow. She is a CFA charterholder. | ||
Tom Dicker | Portfolio Manager | 2011 | Now |
Biography | Tom Dicker joined Dynamic in 2011 as a portfolio manager and member of the award-winning Equity Income team. His focus is to find best-in-class businesses among securities in the real estate sector. Tom has over 6 years of investment industry experience, initially as an analyst and then portfolio manager, with LDIC Inc. He received an Honours Bachelor of Commerce Degree from the University of Ottawa and holds the Chartered Financial Analyst designation. | ||
Frank Latshaw | Portfolio Manager | 2016 | 2024 |
Biography | Frank Latshaw, CPA, CA, CBV, CFA Frank joined Dynamic in 2011 as an Analyst and member of the award-winning Equity Income team focusing on the infrastructure, financial services and the telecommunications sectors. He was promoted to the role of Associate Portfolio Manager in 2014 and then Portfolio Manager in 2016. Frank received a Bachelor of Commerce Degree from Queen's University. He also holds the Chartered Accountant, Chartered Business Valuator and Chartered Financial Analyst designations. | ||
Oscar Belaiche | Portfolio Manager | 2009 | 2023 |
Biography | Oscar Belaiche joined Dynamic in 1997. Vice President and Portfolio Manager and head of the Equity Income team with has expertise in real estate, infrastructure and energy securities on a global basis. He has 30 years of experience as a money manager, asset manager, developer and corporate banker. He earned an Honours B.A. in Business Administration from the University of Western Ontario and has his Chartered Financial Analyst designation and is also a Fellow of the Institute of Canadian Bankers. | ||
Jason Gibbs | Portfolio Manager | 2009 | 2017 |
Biography | Jason Gibbs joined Dynamic in 2000. He became an analyst in 2002 and portfolio manager in 2007. He focuses on investing in best-in-class businesses with strong balance sheets and sustainable cash flows among dividend paying equities and infrastructure companies on a global basis. Jason has 18 years of industry experience and, prior to portfolio management, he was a manager of fund valuation services at Dynamic and Canada Trust and an auditor with Deloitte & Touche. Jason received his Bachelor of Accounting from Brock University. He also holds the Chartered Accountant and CFA designations. |
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