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The Fund’s objective is to generate regular dividend and interest income and moderate long term capital growth. The Fund invests primarily in high quality dividend paying common and preferred shares of Canadian and U.S. issuers, as well as income trust units and/or fixed income securities of Canadian and U.S. issuers. The portfolio manager employs a bottom-up security selection process combined with a top-down overlay to determine the risk reward opportunity for each investment and the Fund’s overall positioning. The Fund may invest the equity component of its portfolio in common shares that pay dividends, preferred shares and income trust securities.
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. | ||
Pierre Bernard | Other Executives | 1999 | 2011 |
Biography | Mr. Bernard became Vice President, Canadian Equities at Laurvest in January 1999. A Business Administration graduate of the University of Sherbrooke, he started his career as a mines, gold and chemicals analyst for the Caisse de dépôt et placement du Quebec in 1982, where he was promoted to portfolios manager, Canadian Equities in 1988. From 1995 to 1998, he was Vice President at Placements TAL. He has his CFA designation. | ||
Jean Duguay | - | 1995 | 1999 |
Biography | Mr. Duguay received his IDA in 1983. From 1981 to 1987, he was portfolio manager and from 1987 to 1994, he was director of Investment Services for Trust General. He is Vice President of fixed income for Trust Pret et Revenu since 1995. |
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