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The fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of mid to large capitalization Canadian equities.
Name | Title | Since | Until |
---|---|---|---|
Timothy W. Caulfield | Managing Director, Director of Canadian Equities Research, Portfolio Manage | 2011 | Now |
Biography | Timothy is the Director of Canadian Equities Research and a Portfolio Manager on numerous Canadian equity strategies at ClearBridge Investments. He joined ClearBridge in 2023 and has 23 years of investment industry experience. Prior to joining ClearBridge, Timothy was a Portfolio Manager and the Director of Equity Research at Franklin Bissett Investment Management, which became part of ClearBridge in 2023, and an Assistant Director of Research at Salman Partners. Timothy received a Bachelor of Commerce from the University of British Columbia. He is also a member of the CFA Institute. | ||
Garey J. Aitken | Head of Canadian Equities, Portfolio Manager | 2002 | Now |
Biography | Garey is the Head of Canadian Equities and co-manages numerous Canadian equity strategies at ClearBridge Investments. He joined ClearBridge in 2023 and has 33 years of investment industry experience. Prior to joining ClearBridge, Gary was the Chief Investment Officer at Franklin Bissett Investment Management, which became part of ClearBridge in 2023. Previously, he was the Director of Equity Research at Franklin Bissett; Assistant Treasurer at Poco Petroleums; and Account Officer at Canadian Imperial Bank of Commerce. | ||
Fred E. Pynn | Other Executives | 1995 | 2008 |
Biography | Mr. Pynn has been with Bissett Investment Management since 1987. He is currently Executive Vice-President, Equities and is responsible for Canadian selection. Mr. Pynn graduated from the University of Calgary (B.Comm., 1981), received his Chartered Accountant designation in 1983 and holds the CFA designation. | ||
Michael A. Quinn | Other Executives | 1984 | 1995 |
Biography | Mr. Quinn joined Bissett Investment Management (formerly Bissett & Associates) in 1984. He is currently President, Chief Investment Officer and a member of the Investment Policy Committee. Mr. Quinn manages balanced and fixed income portfolios for institutional investors. Mr. Quinn graduated from Bishop's University (B.BA. Honours, 1976) and received his Chartered Financial Analyst designation in 1984. He is past President of the Calgary Society of Financial Analysts, and currently sits on the Board of the Canadian National Institute for the Blind (Alberta/NWT). | ||
David A. Bissett | - | 1983 | 1984 |
Biography | David Bissett, LL.B., CFA, has over 35 years investment management experience, David Bissett's strategy has consistently been among the top small cap strategies available to Canadian investors and pension funds. 'Decades of experience and rigorous commitment to a philosophy are the two pillars supporting the success of Bissett & Associates' - Globe & Mail. |
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