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The NBI Corporate Bond Fund’s investment objective is to ensure long-term capital growth and to generate high income. The fund invests directly, or through investments in securities of other mutual funds, in a portfolio comprised mainly of debt securities of Canadian and U.S. companies. The fund’s investment process is principally based on fundamental research. The portfolio securities selection is based on knowledge of the company, its industry and its growth prospects. An extensive credit analysis for each security and an assessment of the risk profiles, relative performance and general economic conditions are completed in order to confirm the selection and the relative weight of each portfolio security. The portfolio sub-advisor seeks securities with an attractive return potential.
Name | Title | Since | Until |
---|---|---|---|
Derek S. Brown | Portfolio Manager | 2024 | Now |
Biography | Derek Brown is a member of the Tactical Fixed Income team and is a senior portfolio manager for the Tactical Fixed Income and Absolute Bond Yield strategies. Mr. Brown has 11 years of industry experience and has been with the firm since 2010. Prior experiences include Associate Trader and Proprietary Trader positions at major Canadian financial and investment management firms. Mr. Brown graduated from Concordia University with B.C. majoring in Finance and later received a MBA in Finance from McGill University. He also received the CFA designation. | ||
Sue McNamara | Senior Vice President, Fixed Income | 2024 | Now |
Biography | Sue joined Beutel Goodman in 2006 and has over 30 years of investment experience. She is a portfolio manager and strategist with additional responsibilities for credit analysis and product design. In addition, she leads the fixed income team’s responsible investing efforts. Prior to joining Beutel Goodman, Sue worked as a Research Analyst for several of the large brokerage houses, most recently BMO Nesbitt Burns. Sue is a graduate of the University of Western Ontario and a CFA charterholder. | ||
David Matheson | - | 2024 | Now |
Biography | David Matheson is a Principal at RPIA LP and (effective June 1, 2022) a Co-Chief Investment Officer. David joined at the foundation of the company from a leading Canadian investment bank where he was a published investment strategist. He has worked as a Portfolio Manager since 2009 and has been instrumental in building the business. He is a member of RPIA’s Risk Committee, Investment Committee and Operating Committees. David holds an MBA from the Schulich School of Business, an LLM from the University of Toronto and is a Chartered Financial Analyst. | ||
Nicolas Normandeau | Portfolio Manager | 2014 | 2024 |
Biography | Nicolas Normandeau is a member of the Corporate Fixed Income team and is a portfolio manager for the Corporate Fixed Income strategy, including the team’s Preferred Shares portfolios. He has been with Fiera Capital and a predecessor since 2009. Prior experiences include positions as Wealth Management Analyst for a leading Canadian financial institution and a consulting firm. He graduated from the Université de Sherbrooke with a Bachelor of Business Administration (BBA), majoring in Finance, and a Master’s in Management degree (MSc) in Finance from the Université de Sherbrooke | ||
Jeff Seaver | Portfolio Manager | 2014 | 2024 |
Biography | Jeff Seaver is a member of the Integrated Fixed Income team and is a portfolio manager for the Integrated Fixed Income strategies. Mr. Seaver has 27 years of industry experience and has been with Fiera Capital and a predecessor since 1991. Prior experiences include positions as Portfolio Manager and Analyst at a major investment management firm. Mr. Seaver graduated from York University with a Bachelor of Arts (BA) majoring in Economics. He later received the Chartered Financial Analyst (CFA) designation. | ||
Philippe Ouellette | Senior Portfolio Manager | 2014 | 2024 |
Biography | Philippe Ouellette is a member of the Integrated Fixed Income team and is a portfolio manager for the Integrated Fixed Income strategies. Mr. Ouellette has 18 years of industry experience and has been with the firm and a predecessor since 1995. Prior experiences include positions as Portfolio Manager and Analyst, Fixed Income at a major investment management firm. Mr. Ouellette graduated from the University of Moncton with a Bachelor of Business Administration (BBA) majoring in Finance as well as a Master’s in Management degree (M.Sc.) in Finance from Université de Sherbrooke. He later received the Chartered Financial Analyst (CFA) designation. | ||
Derek S. Brown | Portfolio Manager | 2012 | 2015 |
Biography | Derek Brown is a member of the Tactical Fixed Income team and is a senior portfolio manager for the Tactical Fixed Income and Absolute Bond Yield strategies. Mr. Brown has 11 years of industry experience and has been with the firm since 2010. Prior experiences include Associate Trader and Proprietary Trader positions at major Canadian financial and investment management firms. Mr. Brown graduated from Concordia University with B.C. majoring in Finance and later received a MBA in Finance from McGill University. He also received the CFA designation. | ||
Christopher Laurie | Vice President, Senior Portfolio Manager | 2012 | 2015 |
Biography | Christopher Laurie is a Vice President with 25 years of extensive fixed income experience he is responsible for managing long only portfolios and long/short portfolios with aggregate assets in excess of $1.5 billion. Mr. Laurie was ranked as the #1 institutional bond manager by Mercer over the past 10 years. Mr. Laurie is a Chartered Financial Analyst and is a graduate of University of Western Ontario with a Master in Business Administration. Prior to joining Fiera Capital in 1994, Mr. Laurie was Vice President and Head of Fixed Income at Beutel Goodman Investment Counsel. | ||
Catherine Payne | Portfolio Manager | 2012 | 2015 |
Biography | Catherine joined Sentry in May 2016 and has many years of experience in global fixed income, including portfolio management and credit analysis. Catherine is responsible for co-managing the credit portfolios across Sentry’s mutual funds with a focus on global investment-grade corporate bonds. Ms. Payne graduated from the University of Toronto with a Bachelor of Commerce (BComm). She later received the CFA designation. | ||
Marc-André Gaudreau | Portfolio Manager | 2010 | 2012 |
Biography | Marc-André joined Dynamic in 2012. Prior to his transition to portfolio management in 2004, Mr. Gaudreau’s experience included work as a senior corporate credit manager and risk manager. Mr. Gaudreau graduated from Université du Québec en Outaouais with a Bachelor of Business Administration (BBA) majoring in Finance. He also holds the CPA, CGA and the Chartered Financial Analyst (CFA) designations |
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