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The fund’s objective is to provide a balance between earning income and obtaining capital growth over the long term. It invests primarily in a broad range of Canadian equity and fixed income securities. The fund’s asset mix will generally vary within the following ranges: 30-70% in equity securities and 30-70% in cash equivalent and fixed income securities. The portfolio advisor determines the asset mix based on its analysis of market conditions and how it expects each asset series to perform over the long term.
Name | Title | Since | Until |
---|---|---|---|
Don Simpson | Other Executives | 2015 | Now |
Biography | Don Simpson joined Dynamic in 2012 and is a member of the Value Equity team. He is lead portfolio manager for a number of Canadian focused equity and balanced strategies. Don has more than 25 years of investment management experience, having managed a range of equity and balanced strategies during his career. Don’s career has included a number of roles including mortgage trading & securitization real estate analyst and managing a public real estate portfolio and underwriting large real estate projects. | ||
Romas Budd | Portfolio Manager | 2012 | 2015 |
Biography | Romas Budd is Vice President & Portfolio Manager at GCIC Ltd., the portfolio sub-advisor of the fund. Prior to joining GCICL, Romas was Managing Director, Fixed Income overseeing all fixed income mandates at Scotia Asset Management (SAM). Having started in the investment industry in 1984, Romas has extensive industry experience. Romas is an Honours graduate of the Bachelor of Science program at McMaster University and obtained a Masters of Business Administration from the University of Toronto. | ||
Adam Donsky | Portfolio Manager | 2012 | 2015 |
Biography | Adam is a Co-Founder & Chief Investment Officer of Ravenstone Capital Management Inc. where he oversees all investing and risk management activities. Prior to co-founding Ravenstone, Adam distinguished himself as an investor at 1832 Asset Management. There he was responsible for the stewardship of more than $6.5 billion of Assets Under Management through the oversight of the Dynamic Blue Chip Funds and Lead Portfolio Manager for the firm’s High Net Worth and institutional clients. | ||
John Varao | Portfolio Manager | 2007 | 2012 |
Biography | John Varao is Vice President & Portfolio Manager at GCIC Ltd., the sub-advisor of the fund. Prior to joining GCICL, John was Chief Investment Officer of Scotia Asset Management (SAM) and was responsible for the overall investment policy for all managed assets. John has a B.A. with an Economics major from McMaster University and holds the Chartered Financial Analyst designation. |
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