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The objective of this Fund is to achieve long-term capital appreciation by investing primarily in equity securities of Canadian companies. The Fund may invest in both large and small capitalization companies. The Fund invests primarily in equity securities (including securities convertible into equity securities) of Canadian companies but may invest up to 35% of the Fund’s property in similar securities of companies located outside of Canada. The Portfolio Sub-Advisor’s approach is based on a combination of fundamental bottom-up research and thoughtful macro-economic analysis of trends in major industry groups. Companies are evaluated on their market position, growth prospects and cost structures, among other lenses.
Name | Title | Since | Until |
---|---|---|---|
Charmaine Lim Uy | Manager | 2023 | Now |
Biography | Ms. Uy is a graduate of McGill University (MBA, Finance) and De La Salle University in Manila, Philippines (B.Sc., Manufacturing Engineering and Management). She is also a CFA® charterholder and a holder of the FSA Credential. Prior to joining the firm in 2004, Ms. Uy held positions at Panasonic Audio Video (S) Pte Ltd. as a project manager, and as a process and product development engineer in the firm’s research-and-development division. | ||
Mila Krassiouk | Manager | 2023 | Now |
Biography | Ms. Krassiouk is a graduate of McGill University (MBA, Finance) and Moscow State Mining University (Economics and Engineering, mining industry), and is also a CFA® charterholder. Prior to joining the firm in 2003, she worked as a credit analyst for the financial services arms of AT&T Capital and Fiat. | ||
Stephane Lebrun | Manager | 2023 | Now |
Biography | Mr. Lebrun is a graduate of the Université de Sherbrooke (M.Sc., Finance) and is also a CFA® charterholder. Prior to joining the firm in 2000, he worked as an analyst for the Bank of Canada pension fund (1993-1995), for the treasury department of Avenor Inc., now part of Resolute Forest Products Inc. (1995-1998), and as an analyst with UBS Bunting Warburg Inc. in their forest-products research department (1998-2000). | ||
Richard L. Fogler | Managing Director, CIO, founding Partner | 1997 | 2023 |
Biography | Managing Director and Chief Investment Officer Richard is a founding partner of Kingwest with over 25 years of investment experience. Richard was a regular columnist in the financial post & his work and research has often been sited in Canadian financial textbooks. | ||
Ubald Cloutier | - | 1995 | 2009 |
Biography | Mr. Cloutier received his B. Econ in 1971 and his LLB in 1983 to 1989, he was investment advisor for Bolton Tremblay. From 1989 to 1994, he was director of management of pension plan for Hydro Quebec and became Vice President, investments for Trust Pret et Revenu in 1994. | ||
Robert M. Korturbash | - | 1997 | 1999 |
Biography | Bob provides Kingwest with over 45 years of investment experience. He formely was a member of the investment strategy committee at Dominion Securities. Since joining Kingwest in 1986, Bob has contributed as a member of the investment committee where his long experience proves invaluable. | ||
Murray I. Belzberg | - | 1997 | 1999 |
Biography | Murry has over 20 years of experience in the investment industry. In the early 1980's he became the youngest vice-president & national sales manager at Merrrill Lynch Canada. Becamne President of First City Investor Sales in 1988, managed an assets of over $4 billion dollars. |
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