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23.188
-0.020
-0.09%
- Morningstar Rating:
- Total Assets: 1.5B
LON Balanced BG 100/100
23.188
-0.020
-0.09%
- Overview
- Profile
- Historical Data
- Holdings
Lon Balanced (bg) 100/100 Overview
On this page you'll find an in-depth profile of Lon Balanced (bg) 100/100. Learn about the key management, total assets, investment strategy and contact information of 0P0000M5NS among other information.
Investment Strategy
The objective of the fund is to maximize portfolio returns through capital appreciation and investment income. This fund invests in a balanced portfolio of Canadian and U.S. stocks, Canadian bonds and short-term securities. Portfolio management will focus on the prudent selection of individual securities, and on adjusting the percentage of assets held in each asset class in order to take advantage of anticipated movements in the capital markets.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| 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. | ||
| David J. Gregoris | Managing Director, Fixed Income | 2016 | Now |
| 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 | ||
| 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. | ||
| Not Disclosed | - | 1998 | 2013 |
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