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Empire Life American Value - Class B (0P0000F4LX)

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32.031 -0.030    -0.10%
30/10 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  The Empire Life Insurance Co
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.25B
Empire American Value - Class B 32.031 -0.030 -0.10%

Empire Life American Value - Class B Overview

 
On this page you'll find an in-depth profile of Empire Life American Value - Class B. Learn about the key management, total assets, investment strategy and contact information of 0P0000F4LX among other information.
Category

US Equity

Total Assets

1.25B

Expenses

Inception Date

Sep 05, 2006

Investment Strategy

The fundamental investment objective of the Fund is long-term growth through capital appreciation of investments in common stocks of U.S. companies with mainly large to mid-market capitalization.

Contact Information

Address 259 King Street East
Kingston,ON K7L 3A8
Canada
Phone 613 548 1890
Fax 613 548 0357

Top Executives

Name Title Since Until
Ashley Misquitta Portfolio Manager 2017 Now
Biography Ashley is a portfolio manager for Trimark Investments, based in Toronto. Ashley is from Toronto. He began his investment career in 2004 at BMO Capital Markets, where he worked as an equity research associate. After that, he worked in the same capacity at National Bank Financial. He joined the company in 2008 as an investment analyst and became a portfolio manager in 2012. He earned a BA in Economics from the University of Western Ontario and an MBA from the University of Notre Dame, and holds the Chartered Financial Analyst designation.
Lieh Wang Portfolio Manager 2016 2017
Biography Lieh joined Sentry in 2017 and is focused on North American equities. He has many years of experience analyzing stocks, and managing institutional and retail portfolios spanning Canadian equity, U.S. equity, balanced, asset-allocation and dividend mandates. Lieh graduated with a Bachelor of Applied Science in Mechanical Engineering from the University of Waterloo and holds the Chartered Financial Analyst (CFA) designation.
Gaelen Morphet Portfolio Manager 2016 2016
Biography Gaelen joined Sentry in 2016 to head up our investment management team. Gaelen is well known and highly regarded within, and beyond, the investment industry. Gaelen has a Bachelor of Arts (Honours) from Western University and holds the Chartered Financial Analyst (CFA) designation.
Jane Halliday Other Executives 2002 2015
Biography Jane Halliday joined Empire in November 2002 after having spent nine years managing U.S. Equities for a major pension fund. She has over 20 years of experience as an investment professional. Her achievements include a CFA designation.
Deborah Frame Other Executives 2003 2009
Biography Deborah has an extensive background in managing investments and has held executive positions over the past 25 years at a number of major Canadian life insurance and investment companies, most recently as Chief Investment Officer at Empire Life. She received her Master of Business Administration degree from York University and her undergraduate degree in Economics from the University of Guelph. Deborah also holds the Chartered Financial Analyst designation.
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