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Ia Clarington Canadian Small Cap Fund Series F (0P000075WD)
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103.018
+0.590
+0.58%
24/12 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 874.53M
IA Clarington Canadian Small Cap F
103.018
+0.590
+0.58%
- Overview
- Profile
- Historical Data
- Holdings
Ia Clarington Canadian Small Cap Fund Series F Overview
On this page you'll find an in-depth profile of Ia Clarington Canadian Small Cap Fund Series F. Learn about the key management, total assets, investment strategy and contact information of 0P000075WD among other information.
Investment Strategy
The Fund’s objective is to maximize long-term growth of capital by investing primarily in equity securities of small capitalization Canadian companies. The sub-advisor uses a fundamental, bottom-up approach to identify companies with attractive valuations, proven track records and sustainable business models. The Fund invests primarily in equities of Canadian smaller capitalization companies. For the Fund’s investment purposes, companies with a market capitalization of less than $3 billion are considered to be smaller capitalization companies.
Contact Information
Address
Suite 700
Toronto,ON M5G 1Y7
Canada
Toronto,ON M5G 1Y7
Canada
Phone
416 860 9880
Fax
416 860 9884
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Steven Kim | VP & Portfolio Manager, Canadian Equities | 2022 | Now |
| Biography | Mr. Steven Kim joined QV Investors in March 2012. Mr. Kim is a VP and a Portfolio Manager for QV’s small and mid-cap Canadian equity strategies and is a member of the QV Investment Committee. Prior to QV, Mr. Kim worked at a leading Canadian Bank, as well as a non-profit organization based in Vancouver. He holds a Bachelor of Arts in Criminology and History from Simon Fraser University in Vancouver and a Masters in Business Administration from the Sauder School of Business at the University of British Columbia. Mr. Kim is a CFA® charterholder and is a member of the Calgary CFA Society. | ||
| Ian Cooke | Director | 2008 | 2023 |
| Biography | Mr. Ian Cooke joined QV Investors in 2006. Mr. Cooke is a member of the QV Investment Committee and also serves as a Director, helping to manage the firm. Prior to joining QV, Mr. Cooke was the Vice President of Research and Director at a Calgary based investment management firm. He remains involved with the University of Calgary's Haskayne School of Business as a mentor for the Calgary Portfolio Management Trust and is a prior instructor of Security Analysis and Investing. | ||
| Joe Jugovic | Advising Partner | 2003 | 2022 |
| Biography | Joe Jugovic joined QV Investors in 2000 and is a Director of the firm. He is also a Portfolio Manager for QV's global large cap strategy and is a member of the Investment Committee. Prior to assuming his role at QV, he was a securities analyst and trader at a Calgary-based investment management firm. Mr. Jugovic is a Chartered Financial Analyst charterholder and has a Bachelor of Arts degree in Economics from the University of Calgary. He is also a member of the Calgary Society of Financial Analysts and his funds have been recognized at the Morningstar Canadian Investment Awards. | ||
| Leigh Pullen | President and CIO | 1997 | 2013 |
| Biography | Leigh founded QVGD Investors Inc. in 1996. He serves as President and Chief Investment Officer. His responsibilities include research analysis and portfolio management. Leigh Pullen has over 35 years experience in the Canadian investment market. From 1966 to 1977, he worked at the Toronto Stock Exchange, IBM Canada, and National Trust Co. Ltd. He left National Trust as Manager of Pension Fund Investments. From 1977 to 1996, Leigh was a partner, analyst, and portfolio manager at Mawer Investment Management, Calgary. Leigh is a past President of the Estate Planning Council of Calgary. | ||
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