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Nbi U.s. Equity Fund - A (0P0000719H)

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75.980 +0.530    +0.70%
24/12 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 2.16B
Type:  Fund
Market:  Canada
Issuer:  National Bank Investments Inc
Asset Class:  Equity
NBI U.S. Equity Fund - A 75.980 +0.530 +0.70%

0P0000719H Overview

 
On this page you'll find an in-depth profile of Nbi U.s. Equity Fund - A. Learn about the key management, total assets, investment strategy and contact information of 0P0000719H among other information.
Category

US Equity

Total Assets

2.16B

Expenses

Inception Date

May 18, 1993

Investment Strategy

The Fund’s investment objective is to ensure long-term capital growth. The fund invests directly, or through investments in securities of other mutual funds, in a portfolio comprised mainly of equity securities of U.S. companies. The fund invests primarily in U.S. companies and in companies doing business in the U.S. The fund invests primarily in common shares, but may also invest in preferred shares, bonds and Treasury bills.

Contact Information

Address 10th Floor
Montreal,QC H3B 2G7
Canada
Phone +1 8774637627
Fax 514 871 7695

Top Executives

Name Title Since Until
Andrew Chan Portfolio Manager 2014 Now
Biography Andrew Chan, MSc, Vice President and Portfolio Manager, joined Fiera Capital in 2009. Andrew Chan is a member of the Global Equity team and is assistant portfolio manager for the U.S., International and Global Equity strategies. Prior experiences include Senior analyst positions for U.S. and global equities at leading investment management firms.
Nadim Rizk Lead Portfolio Manager 2014 Now
Biography Nazim Rizk BBA, MBA, CFA is Chief Executive Officer, Chief Investment Officer and Lead Portfolio Manager of PineStone Asset Management Inc., a specialist global equity manager which he founded in 2021.
Lambros Piscopos Senior Vice President 2004 2012
Biography Lambros Piscopos is a Sr VP with Natcan and is responsible for implementing and overseeing the firm’s Global equity strategy. In addition, Mr. Piscopos sits on Natcan’s management and asset allocation committees. Prior to joining Natcan spent 3 years with Investors Group and pm managing Global equity mandates. Prior to joining I.G., Lambros spent 7 years at CN Investments as a portfolio manager with the pension funds’ Global equity team. Lambros graduated with an MBA and also holds the CFA designation.
Markus Kobler Other Executives 2004 2012
Biography Markus is Vice President, Global Equities with Natcan Investment Management. He has 14 years' investment experience as well as 7 years' experience in the technology industry and started at Natcan in 2004. Markus graduated with honours from the Technische Universitat Munchen in Computer Science and holds an MBA in Finance from McGill University. He is a Chartered Financial Analyst Charterholder.
William Onslow Vice President 1998 2004
Biography Bill is a Vice-President of US Equities for Addenda Capital since 2018. Prior to joining Adenda Capital in 2008. Bill was Senior Vice-President with Natcan, which he joined in 2004. Bill has a Bachelor of Arts in Economics from Memorial University, an MA from McMaster University and is a Chartered Financial Analyst charterholder.
Brian G. Smith - 1993 1999
Ian Ainsworth Senior Vice President 1993 1998
Biography Ian Ainsworth, Senior Vice President, Investment Management, is co-lead of the Mackenzie Growth Team. Ian has broad-based investment experience and an emphasis on North American securities with a focus on technology companies. Ian has investment experience since 1973; Mackenzie Investments experience since 2003. Ian has a BA in Economics and an MBA in Finance from Dalhousie University and is a CFA charterholder.
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