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The NBI Jarislowsky Fraser Select Balanced Fund’s investment objective is to achieve moderate capital growth. The fund invests, directly or indirectly, in a diversified portfolio comprised mainly of Canadian fixed income and equity securities. The fund may invest in equity securities such as common and preferred shares. The portfolio sub-advisor selects mainly high quality equity securities of Canadian issuers. The fund may also invest in investment-grade fixed-income securities denominated in Canadian or foreign currency. The portfolio sub-advisor invests this portion of the portfolio mainly in corporate and government bonds. The portfolio sub-advisor may also invest in convertible bonds. The fund may invest approximately 30% of its assets in equity or fixedincome securities of foreign issuers. The fund will seek a range weighting of 40% to 70% in equity and 30% to 60% in fixed-income securities.
Name | Title | Since | Until |
---|---|---|---|
Bernard Gauthier | Member | 2010 | Now |
Biography | Bernard Gauthier joined Jarislowsky Fraser in 2008. He has been a key member of Canadian equity team since he joined the firm, and was most recently co-manager of U.S. equities. Mr. Gauthier has extensive experience in Canadian equities, particularly in the banking and financial sector which currently makes up 35% of the S&P/TSX index. With over 25 years of industry experience, including over 6 years managing portfolios, he became a member of the Investment Strategy Committee in December 2012. | ||
Charles Nadim | Head of Research & Portfolio Manager - Canadian Equities | 2010 | Now |
Biography | Charles Nadim joined Jarislowsky Fraser in 2008. Previously, he was an Equity Research Analyst with GE Asset Management Canada covering Software & Services, Communications Equipment and Telecom Services. Charles has a BBA from École des Hautes Études Commerciales, and an MSc from the University of Sherbrooke. He is a holder of the Chartered Financial Analyst designation. | ||
Jean-Christophe Kresic | Portfolio Manager | 2010 | Now |
Chris Kresic | Head - Fixed Income & Asset Allocation | 2010 | 2022 |
Biography | Chris Kresic joined Jarislowsky, Fraser in 2010. Previously he was team lead of the Sentinel fixed income group at Mackenzie Financial and held the lead manager role for a number of funds. The team managed corporate bond, government bond and money market portfolios including the fixed income portion of the award winning Sentinel Income Fund. Chris began his career in 1988 as an analyst and trader with the Bank of Canada. Chris graduated from the University of Ottawa with a B.Com degree, and holds the Chartered Financial Analyst designation. | ||
Helen Beck | Portfolio Manager | 2012 | 2014 |
Len Racioppo | President, COO | 2010 | 2012 |
Biography | Len Racioppo, President and Chief Operating Officer, has been with Jarislowsky Fraser, one of Canada's largest independent investment managers, since 1987 and has more than 25 years investment management experience. He is a former President and member of the Board of Directors of the Montreal Society of Financial Analysts. Racioppo holds the Chartered Financial Analyst designation. |
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