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Nbi Canadian All Cap Equity Fund - A (0P000071UH)

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26.090 -0.270    -1.02%
05/07 - Closed. Currency in CAD ( Disclaimer )
Type:  Fund
Market:  Canada
Issuer:  National Bank Investments Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 837.74M
NBI Canadian All Cap Equity Fund - A 26.090 -0.270 -1.02%

Nbi Canadian All Cap Equity Fund - A Overview

 
On this page you'll find an in-depth profile of Nbi Canadian All Cap Equity Fund - A. Learn about the key management, total assets, investment strategy and contact information of 0P000071UH among other information.
Category

Canadian Equity

Total Assets

837.74M

Expenses

Inception Date

Oct 15, 2001

Investment Strategy

The NBI Canadian All Cap Equity Fund’s investment objective is to ensure long-term capital growth. The fund invests directly, or through investments in securities of other mutual funds, in a portfolio comprised mainly of equity securities of Canadian companies. When buying and selling securities for the fund, the portfolio sub-advisor analyzes each investment’s potential for success based on fundamental, bottom-up security analysis, reconstructing and analyzing the historical economic earnings of a company in order to gain an informed understanding of the business and its operations.

Contact Information

Address 10th Floor
Montreal,QC H3B 2G7
Canada
Phone +1 8774637627
Fax 514 871 7695

Top Executives

Name Title Since Until
Patrick Blais Senior Portfolio Manager 2022 Now
Biography Patrick Blais, FSA, CFA, is a managing director and senior portfolio manager at Manulife Asset Management and co-head of the Canadian Fundamental Equity Team, responsible for Canadian Core Equity strategies. Previously, Patrick was a member of the Growth Equity team responsible for the Large Cap Growth mandate. Prior to joining Manulife Asset Management, Patrick was a growth portfolio manager and analyst at KBSH Capital Management, focusing on international equities. Previously, he was a global senior equity and corporate debt analyst at Sun Life Financial.
Steve Bélisle Senior Portfolio Manager 2022 Now
Biography Steve Bélisle, BBA, MSc, CFA, is a managing director and senior portfolio manager with the Canadian Fundamental Equity Team for Manulife Investment Management, responsible for its dividend & income strategies. Steve joined Manulife Investment Management when Standard Life's Canadian operations were acquired by Manulife in January 2015. He began his career at Standard Life Investments as a research assistant following his involvement in the Standard Life/HEC Student Fund, a portfolio managed by business school students. Steve completed a bachelor degree in business administration and a master i
Greg Dean Founder 2015 2022
Biography "Greg founded Langdon Equity Partners in 2021 and is the firm’s CIO. He is the lead Investor for Global and Canadian smaller companies’ portfolios. Greg has over 15 years of experience in investment management. Before founding Langdon, he was a Partner and Portfolio Manager at Cambridge Global Asset Management (a boutique within CI Investments), responsible for the Canadian and Global smaller companies portfolios, having joined there in 2011 as an analyst. While at Cambridge, Greg was the joint recipient of the prestigious Morningstar Breakout Fund Manager of the Year in 2015.
Brandon Snow Portfolio Manager 2011 2022
Biography Brandon Snow, Principal and Portfolio Manager of Cambridge Global Asset Management, began his investment career in 2003. Prior to joining Cambridge in 2011, he was portfolio manager of two Canadian-focused equity funds at Fidelity Investments with a total of $1.7 billion in assets and was the winner of a Lipper Fund Award. Mr. Snow holds a BA in Economics and Financial Management from Wilfrid Laurier University.
Alan R. Radlo CIO (Chief Investment Officer) 2009 2022
Biography Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts.
Stephen Binder equity research analyst/portfolio Manager 2002 2009
Biography Stephen Binder joined Fidelity Investments in 1989 as an equity research analyst. Since that time, he has been portfolio manager for a broad range of sector funds available to U.S. investors. Mr. Binder received a BA in economics from Harvard College and an MBA from the University of Chicago.
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