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The fund’s objective is aggressive long-term capital growth. It invests primarily in equity securities of Canadian resource based companies, including companies that operate in the oil and gas, gold and precious metals, metals and minerals, and forest products industries. The fund invests in equity securities of businesses involved in the exploration or exploitation, development, production, processing, transportation or trading in base or ferrous metals, precious commodities (such as gold, silver, platinum, palladium and gems), coal, iron ore, uranium, energy commodities such as oil, natural gas, wind, alternative energy and other hydrocarbon products, lumber and lumber-related products, and other industrial materials. The fund also invests in renewable energy sources and energy storage related materials and companies in the energy storage space.
Name | Title | Since | Until |
---|---|---|---|
Jennifer Stevenson | Portfolio Manager | 2011 | Now |
Biography | Jennifer Stevenson joined Dynamic in 2010. She brings 24 years of experience in the energy sector, most recently in the role of Managing Director, Portfolio Management at a Calgary-based investment management company. She has an Advanced Certificate in Petroleum Land Contract Administration, a Master of Business Administration in finance from the University of Alberta and a Bachelor of Commerce degree in Marketing & Finance from the University of Calgary. | ||
Robert Cohen | Portfolio Manager | 2011 | Now |
Biography | Robert,BASc., MBA, CFA has nearly 25 years of experience in the mining industry and joined Dynamic in 1998 as a member of the global equities team. With a degree in Mining & Mineral Process Engineering from the University of British Columbia (1992), Robert has worked as a Mineral Process Engineer at both copper and gold mines across Canada, Chile and Australia for companies including Lac Minerals, BHP, and Aurex Resources. Robert has been named a TopGun Investment Mind by Brendan Wood International every year consecutively since the inception of the award in 2009 through 2013. | ||
David Whetham | Portfolio Manager | 2000 | 2011 |
Biography | David Whethem joined Scotia Asset Management (SAM) in 2000 as a member of the Canadian equity team, and is currently responsible for managing Scotia Canadian Small Cap Fund and Scotia Resource Fund. Mr. Whethem has a Bachelor of Business Administration degree from Wilfrid Laurier University, a Masters of Business Administration degree from the University of Toronto, and holds the Chartered Financial Analyst designation. | ||
Tony Genua | Lead | 1996 | 2009 |
Biography | Tony Genua has been Portfolio Manager of AGF's U.S. Growth Portfolios since he joined AGF in 2005 and Portfolio Manager of AGF's global growth portfolios since 2011. Throughout his career in portfolio management, Tony has remained committed to his proven investment strategy that identifies leading growth companies in every cycle. Tony is also a member of the AGF Asset Allocation Committee (AAC). Tony's portfolio management experience includes retail mutual fund investments, SMA models, sub-advisory platforms and institutional portfolios. |
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