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19.987
+0.090
+0.43%
22/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 255.87M
United Canadian Equity Sm Cap Corp Cl W
19.987
+0.090
+0.43%
- Overview
- Profile
- Historical Data
- Holdings
United Canadian Equity Sm Cap Corp Cl W Overview
On this page you'll find an in-depth profile of United Canadian Equity Sm Cap Corp Cl W. Learn about the key management, total assets, investment strategy and contact information of 0P0000NFXU among other information.
Investment Strategy
The primary investment objective of the Class is to provide longterm capital growth together with the preservation of capital by investing primarily in common shares of Canadian corporations, diversified over a broad range of companies. The primary emphasis will be on small market capitalization. This fund also may invest in other mutual funds.
Contact Information
Address
15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Toronto,ON M5J 0A3
Canada
Phone
+1 416 3641145
Fax
416-364-1145
Web
www.ci.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Aubrey Hearn | Portfolio Manager | 2021 | Now |
| Biography | Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation. | ||
| Jack Hall | Portfolio Manager | 2021 | Now |
| Biography | Jack joined CIGAM in 2012 and has more than 5 years of experience in financial services. He is a member of the North American equity income team, and is co-manager of CI U.S. Equity Fund, CI U.S. Equity & Income Fund, CI Canadian Small/Mid Cap Equity Income Fund, CI American Small Companies Fund, CI American Small Companies Corp. Class, CI Global Smaller Companies Fund & CI Global Smaller Companies Corp. Class. He is responsible for North American dividend & income paying equity securities. He graduated with an Hon. Bachelor of BBA from Wilfrid Laurier University. He holds the CFA designation | ||
| Evan Rodvang | - | 2021 | Now |
| Ian Cooke | Director | 2015 | 2021 |
| Biography | Mr. Ian Cooke joined QV Investors in 2006. Mr. Cooke is a member of the QV Investment Committee and also serves as a Director, helping to manage the firm. Prior to joining QV, Mr. Cooke was the Vice President of Research and Director at a Calgary based investment management firm. He remains involved with the University of Calgary's Haskayne School of Business as a mentor for the Calgary Portfolio Management Trust and is a prior instructor of Security Analysis and Investing. | ||
| Joe Jugovic | Advising Partner | 2007 | 2021 |
| Biography | Joe Jugovic joined QV Investors in 2000 and is a Director of the firm. He is also a Portfolio Manager for QV's global large cap strategy and is a member of the Investment Committee. Prior to assuming his role at QV, he was a securities analyst and trader at a Calgary-based investment management firm. Mr. Jugovic is a Chartered Financial Analyst charterholder and has a Bachelor of Arts degree in Economics from the University of Calgary. He is also a member of the Calgary Society of Financial Analysts and his funds have been recognized at the Morningstar Canadian Investment Awards. | ||
| Leigh Pullen | President and CIO | 2007 | 2015 |
| Biography | Leigh founded QVGD Investors Inc. in 1996. He serves as President and Chief Investment Officer. His responsibilities include research analysis and portfolio management. Leigh Pullen has over 35 years experience in the Canadian investment market. From 1966 to 1977, he worked at the Toronto Stock Exchange, IBM Canada, and National Trust Co. Ltd. He left National Trust as Manager of Pension Fund Investments. From 1977 to 1996, Leigh was a partner, analyst, and portfolio manager at Mawer Investment Management, Calgary. Leigh is a past President of the Estate Planning Council of Calgary. | ||
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