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The Fund aims for long-term capital growth primarily by investing in Canadian equity securities deemed to be undervalued relative to their industries or the overall market.
Name | Title | Since | Until |
---|---|---|---|
David Shindler | Portfolio Manager | 2013 | 2018 |
Jeffrey D. Morrison | Portfolio Manager | 2012 | 2018 |
Biography | Investment Officer Equity Portfolio Manager As a Non-U.S. Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. Joined MFS in 2006. Previous experience includes 8 years as Portfolio Manager at Franklin Templeton Investments; 6 years as U.S. Equity Research Analyst/Portfolio Manager at Mulvihill Capital Management; 3 years as Capital Markets Analyst at CT Investment Counsel (CTIC). Serves as co-portfolio manager on a number of strategies at MFS | ||
Susan Shuter | Other Executives | 2009 | 2013 |
Biography | Susan is a Financial Analyst with 15 years of investment experience as an analyst and portfolio manager. She joined Sun Life in 1986 as a Canadian equity investment analyst and became a portfolio manager in 1992. | ||
McLean Budden Cdn Equity Group | Other Executives | 2003 | 2012 |
Biography | McLean Budden is one of Canada's oldest investment counselling firms, managing over $43 billion dollars of pension, endowment and other institutional funds, as well as personal portfolios. The average investment experience of McLean Budden partners is over twenty years and each partner has been chosen for their outstanding research and investment management skills. McLean Budden has always stressed the importance of a high staffing level to ensure superior investment research, establish long run succession planning and facilitate the firm's growth. | ||
Ted E. Thompson | Other Executives | 1999 | 2009 |
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