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🥇 First rule of investing? Know when to save! Up to 55% off InvestingPro before BLACK FRIDAY
CLAIM SALE
26.175
+0.020
+0.09%
07/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 214.5M
GWL Balanced B 75/75
26.175
+0.020
+0.09%
- Overview
- Profile
- Historical Data
- Holdings
Gwl Balanced (beutel Goodman) 75/75 Overview
On this page you'll find an in-depth profile of Gwl Balanced (beutel Goodman) 75/75. Learn about the key management, total assets, investment strategy and contact information of 0P0000M5C9 among other information.
Investment Strategy
The investment objective of the fund is to maximize portfolio returns through capital appreciation and investment income. The fund invests in a balanced portfolio of Canadian and U.S. stocks, Canadian bonds and short-term investments. Portfolio management focuses on the prudent selection of individual securities and on the percentage of assets held in each asset class in order to take advantage of anticipated movements in the capital markets. The target range for equities is 60%.
Contact Information
Address
100 Osborne Street North
Winnipeg,MB R3C 3A5
Canada
Winnipeg,MB R3C 3A5
Canada
Phone
204-946-1190
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Stephen J. Arpin | Managing Director, Canadian Equities | 2020 | Now |
| Biography | Stephen joined Beutel Goodman in 1993 and has over 25 years of investment experience. He is a portfolio manager with equity research responsibilities in the areas of small cap, technology, consumer discretionary and energy. Steve is a graduate of Queen’s University and a CFA charterholder. | ||
| Mark Thomson | Director | 2016 | Now |
| Biography | Mark joined Beutel Goodman in 1989 and has many years of investment experience. He is responsible for oversight of the equity process, and a portfolio manager who leads the Canadian Equity Team. He is also a member of the BG Management Committee and sits on the Board of Directors. Prior to joining BG, Mark was a portfolio manager at Pemberton Securities. Mark is a graduate of Mills College and is a CFA charterholder. | ||
| Derek Brown | Senior Vice President, Co-Head of Fixed Income | 2016 | Now |
| Biography | Derek joined Beutel Goodman in 2016 and has over 15 years of investment experience. He is a portfolio manager and co-lead of the fixed income team. His strategic responsibilities include portfolio duration, positioning and risk exposure management. Prior to joining Beutel Goodman, Derek worked at Fiera Capital where he was a fixed income portfolio manager. Derek is a graduate of Concordia University, McGill University and a CFA charterholder. | ||
| David J. Gregoris | Managing Director, Fixed Income | 2016 | 2020 |
| Biography | David has been with Beutel Goodman since 1992 and has over 30 years of investment experience. As a portfolio manager he is responsible for oversight of the fixed income process, and co-manages the fixed income team. He is responsible for portfolio duration and positioning, risk exposure, quantitative analysis and immunized and dedicated portfolios. David is also a member of the Management Committee and sits on the Board of Directors. Prior to joining Beutel Goodman, David worked at TAL where he was a portfolio manager in charge of fixed income trading. David is a graduate of the University of | ||
| Not Disclosed | - | 2012 | 2014 |
| Mark Thomson | Director | 1999 | 2012 |
| Biography | Mark joined Beutel Goodman in 1989 and has many years of investment experience. He is responsible for oversight of the equity process, and a portfolio manager who leads the Canadian Equity Team. He is also a member of the BG Management Committee and sits on the Board of Directors. Prior to joining BG, Mark was a portfolio manager at Pemberton Securities. Mark is a graduate of Mills College and is a CFA charterholder. | ||
| Denis Marsh | - | 1996 | 2001 |
| Biography | Denis has 27 years of investment experience in technology and real estate. | ||
| Owen McCreery | - | 1996 | 2001 |
| Biography | Owen McCreery is a Consultant (consulting services) and aCorporate Director. Mr. McCreery has been employed invarious organizations as an accountant, a financial analyst, aportfolio manager and a partner/director. Mr. McCreeryjoined Beutel Goodman & Co. Ltd. in 1973 where he heldvarious positions, including Financial Analyst/PortfolioManager. He subsequently became President of BeutelGoodman & Co. Ltd. in 1994, a position he held until hisretirement in 1999. | ||
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