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The Fund seeks to maximize return over the long-term in a manner consistent with the preservation of capital through investments primarily in Canadian companies that are involved in the financial services and wealth management sectors.
Name | Title | Since | Until |
---|---|---|---|
Bill McLeod | Portfolio Manager | 2022 | Now |
Nick Stogdill | Portfolio Manager | 2022 | Now |
Yassen Dimitrov | Portfolio Manager | 2010 | 2022 |
Biography | Yassen Dimitrov is a portfolio manager at Goodman & Company, Investment Counsel. He has nearly a decade of experience in financial services and has spent the last five years analyzing Canadian and global financials for investment purposes. Yassen joined Goodman in 2008 as an analyst and was promoted to co-manager of Dynamic Financial Services Fund in 2010. Prior to joining Goodman, Yassen was an equity research associate at CIBC World Markets and a corporate banking associate at UniCredit Bulbank. Yassen holds an MBA (honours) from York University and is a CFA charterholder. | ||
Rohit Sehgal | Portfolio Manager | 2010 | 2013 |
Biography | Rohit Sehgal began his investment career as an equity researcher at Toronto brokerage firm Moss Lawson. Since 1970, he became manager of the Canadian Equity Fund London Life for close to 20 years. 1998 he joined Goodman & Company. ohit received an honours degree in economics from Delhi University and earned his Chartered Financial Analyst designation in 1974. | ||
Ned Goodman | Founder, Chairman | 2001 | 2010 |
Biography | Through Goodman & Company, Investment Counsel Inc., Mr. Goodman is a sub-advisor to Dynamic. He has close to five decades of investment experience as a securities analyst, portfolio manager and senior executive. Mr. Goodman has a Bachelor of Science degree from McGill University and a Master of Business Administration from the University of Toronto. He earned the designation of Chartered Financial Analyst in 1967. In 1997, he was awarded a Doctorate of Laws, honoris causa, by Concordia University. | ||
John Hadwen | Portfolio Manager | 1999 | 2006 |
Biography | John Hadwen, Vice-President, Portfolio Management and Portfolio Manager. He joined the investment management industry in 1993 in customer service at Mackenzie Financial. He joined Infinity Investment Counsel in 1998 as a research analyst. Infinity was acquired by Goodman & Company, where his responsibilities expanded to include portfolio management. In 2006, he joined KBSH Capital Management before joining Signature the following year. Mr. Hadwen holds an Honours BA in Administrative Studies from Trent University and the CFA designation. | ||
Jeffrey Lipton | - | 1997 | 1999 |
Michael Colavecchia | - | 1997 | 1999 |
Biography | Having spent several years a financial analyst for Dominion Bank Rating Service Limited, Michael brings to Infinity extensive skills in industry, company, product and management analysis. | ||
Grant Jung | - | 1997 | 1998 |
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