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The Fund’s objective is to provide income and the potential for long term capital growth by investing primarily in fixed income securities with an emphasis on corporate and other higher yielding fixed income securities. The portfolio manager uses fundamental analysis to select investments and reviews the values of the investments on an ongoing basis, paying particular attention to credit quality and diversification by geographic region, industry sector, size of issuer and credit rating. The Fund will invest primarily in fixed income securities of North American companies.
Name | Title | Since | Until |
---|---|---|---|
Dan Bastasic | Portfolio Manager | 2011 | Now |
Biography | Dan has over 20 years of investment experience and is the lead portfolio manager for the IA Clarington Strategic Funds and IA Clarington Tactical Income Class. He specializes in equity income, high-yield corporate bonds and investment grade corporate bonds. Dan is a CFA charterholder and a member of the CFA Society Toronto. He holds a Bachelor of Commerce degree in Finance and an MBA from the University of Windsor. |
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