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Nei Us Equity Fund F (0P000076ST)

Toronto

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OceanRock US Equity Series F historical data, for real-time data please try another search

37.108 +0.440 +1.20%

15/04 - Closed. Currency in CAD

Type: Fund

Market: Canada

Issuer: OceanRock Investments Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 158.85M

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Nei Us Equity Fund F Overview

On this page you'll find an in-depth profile of Nei Us Equity Fund F. Learn about the key management, total assets, investment strategy and contact information of 0P000076ST among other information.

Investment Strategy

The investment objective of the Fund is to achieve long-term capital growth by investing primarily in equity and equity related securities of companies in the United States.

Contact Information

Address P.O. Box 26
Toronto,ON M5C 2W7
Canada

Phone 888-809-3333

Fax 888 809 4444

Web www.neiinvestments.com

Top Executives

Name	Title	Since	Until
Edward (ted) M. Maloney	CIO (Chief Investment Officer)	2012	2021
Biography	Edward (Ted) M. Maloney is an Investment Officer and the Director of U.S. Research at MFS Investment Management® (MFS®). He also serves as a portfolio manager on US Core Equity strategies. Ted joined MFS in 2005 and was named Director of US Research in 2011. He was named portfolio manager in 2012. Prior to joining MFS, he was an analyst and founding partner for Lyceum Capital, LP. He also spent two years as a research associate for Fidelity Management & Research Company. Ted is a graduate of Bowdoin College. He is an Executive Vice President and CIO at MFS.
T. Kevin Beatty	CIO (Chief Investment Officer)	2012	2021
Biography	Kevin Beatty is an chief investment officer and the director of equity, North America, at MFS Investment Management® (MFS®). He is also a portfolio manager of large-cap core portfolios. Kevin joined MFS in 2002 as an equity research analyst and was named portfolio manager in 2004. Prior to assuming the role of director of equity, North America in 2011, he served as director of US Research beginning 2007. Previously, he was an equity analyst/sector head for State Street Research Management Co. and an investment research analyst for Fleet Investment Advisors.
Manmeet Bhatia	Portfolio Manager/Investment Strategist	2005	2018
Biography	Manmeet Bhatia is a Portfolio Manager and Investment Strategist responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management Ltd., most recently as a Director of Product Management for two of Assante's managed investment solutions with assets exceeding $6 billion.
Edward (ted) M. Maloney	CIO (Chief Investment Officer)	2012	2014
Biography	Edward (Ted) M. Maloney is an Investment Officer and the Director of U.S. Research at MFS Investment Management® (MFS®). He also serves as a portfolio manager on US Core Equity strategies. Ted joined MFS in 2005 and was named Director of US Research in 2011. He was named portfolio manager in 2012. Prior to joining MFS, he was an analyst and founding partner for Lyceum Capital, LP. He also spent two years as a research associate for Fidelity Management & Research Company. Ted is a graduate of Bowdoin College. He is an Executive Vice President and CIO at MFS.
T. Kevin Beatty	CIO (Chief Investment Officer)	2012	2014
Biography	Kevin Beatty is an chief investment officer and the director of equity, North America, at MFS Investment Management® (MFS®). He is also a portfolio manager of large-cap core portfolios. Kevin joined MFS in 2002 as an equity research analyst and was named portfolio manager in 2004. Prior to assuming the role of director of equity, North America in 2011, he served as director of US Research beginning 2007. Previously, he was an equity analyst/sector head for State Street Research Management Co. and an investment research analyst for Fleet Investment Advisors.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	OceanRock US Equi.	37.108	+0.440	+1.20%