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Beutel Goodman Balanced Class D (0P000072U4)

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22.309 +0.220    +0.99%
25/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 92.98M
Type:  Fund
Market:  Canada
Issuer:  Beutel, Goodman & Company Ltd.
Asset Class:  Equity
Beutel Goodman Balanced Class D 22.309 +0.220 +0.99%

0P000072U4 Overview

 
On this page you'll find an in-depth profile of Beutel Goodman Balanced Class D. Learn about the key management, total assets, investment strategy and contact information of 0P000072U4 among other information.
Category

Canadian Equity Balanced

Total Assets

92.98M

Expenses

Inception Date

Dec 31, 1990

Investment Strategy

This Fund seeks to enhance long-term capital value by investing in cash and cash equivalents, fixed-income securities and Canadian, U.S. and international equity securities. The Fund’s adviser uses a value based approach to select equity investments which means the adviser looks for stocks that are undervalued in relation to the business value of the issuer.

Contact Information

Address Suite 2000,
Toronto,ON M4R 1K8
Canada
Phone 416 485 1010
Fax 416 485 1799

Top Executives

Name Title Since Until
Colin Ramkissoon Vice President, U.S. & International Equities 2011 Now
Biography Colin is a portfolio manager and research analyst specializing in U.S. and global equities. He is a seasoned veteran of 25-plus years in banking and investments. Prior to joining Beutel Goodman in 2011, Colin spent nine years in senior positions at TD in private equity and investment banking. Colin is a graduate of York University and a CFA charterholder.
Pat Palozzi Vice President, Canadian Equities 2004 2024
Biography With over 35 years of investment experience, Pat is a valued large cap portfolio manager with Beutel Goodman and has equity research responsibilities in the areas of consumer staples, retailers, and industrials. Prior to joining Beutel Goodman in 2004, Pat spent several years at BMO Nesbitt Burns where he worked as a private client research analyst. Pat is a graduate of York University and a CFA charterholder.
David J. Gregoris Managing Director, Fixed Income 1992 2023
Biography David has been with Beutel Goodman since 1992 and has over 30 years of investment experience. As a portfolio manager he is responsible for oversight of the fixed income process, and co-manages the fixed income team. He is responsible for portfolio duration and positioning, risk exposure, quantitative analysis and immunized and dedicated portfolios. David is also a member of the Management Committee and sits on the Board of Directors. Prior to joining Beutel Goodman, David worked at TAL where he was a portfolio manager in charge of fixed income trading. David is a graduate of the University of
Mark Thomson Director 1999 2020
Biography Mark joined Beutel Goodman in 1989 and has many years of investment experience. He is responsible for oversight of the equity process, and a portfolio manager who leads the Canadian Equity Team. He is also a member of the BG Management Committee and sits on the Board of Directors. Prior to joining BG, Mark was a portfolio manager at Pemberton Securities. Mark is a graduate of Mills College and is a CFA charterholder.
Gavin Ivory Other Executives 1992 2018
Biography Gavin Ivory has managed non-domestic equities for over 21 years. Prior to joining Beutel Goodman in 1992, he managed global equities at Royal Bank Investment Management (RBIM). As one of three managers covering the world for a wide range of domestic and offshore clients, Gavin was primarily responsible for European markets. Gavin leads the Global Equity team and is responsible for all non-domestic equity mandates managed by Beutel Goodman, as well as analytical responsibility for non-domestic Financial sector companies.
Bruce Corneil Other Executives 1994 2015
Biography Bruce Corneil is a Portfolio Manager at Beutel Goodman and leads an award-winning Fixed Income Team.
John Christie Other Executives 1993 2015
Biography John Christie obtained his Bachelor of Commerce degree at McMaster University and his MBA at Queens University. He joined Beutel Goodman in 1993. John is responsible for bond trading, portfolio rebalancing and management, and control process.
Sarah Khoo Other Executives 2006 2007
Biography Ms. Khoo worked at RBC Asset Management and Mackenzie Financial prior to joining Beutel Goodman. Her responsibilities included managing money and directing the research team. Sarah has 15 years of related experience, all of it focused on foreign equities
Brian Brownlee - 1992 2006
Biography Brian Brownlee is one of the pioneers of global equity investing in Canada. For nine years, beginning in 1982, he managed the global investments of the CBC Pension Fund. Brian has overall responsibility for the international and U.S. portfolios with specific coverage of the Pacific region, Latin America and the United Kingdom.
Denis Marsh - 1991 2001
Biography Denis has 27 years of investment experience in technology and real estate.
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