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Canada Life Canadian Focused Small-mid Cap Fund F (0P00016XJ4)
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27/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 79.61M
Quadrus Mid Cap Canada Fund GWLIM H Series
37.841
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0P00016XJ4 Overview
On this page you'll find an in-depth profile of Canada Life Canadian Focused Small-mid Cap Fund F. Learn about the key management, total assets, investment strategy and contact information of 0P00016XJ4 among other information.
Total Assets
79.61M
Expenses
Inception Date
Jan 15, 2001
Investment Strategy
The Fund seeks to provide above-average long-term capital appreciation by investing primarily in publicly traded equity issues of small to mid-capitalized Canadian companies with above average growth potential. The focus is on selecting stocks with strong earnings growth, healthy fundamentals and attractive valuation relative to industry comparables and historic norms.
Contact Information
Address
255 Dufferin Avenue, London, ON N6A 4K1
London,ON N6A 4K1
Canada
London,ON N6A 4K1
Canada
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Scott Carscallen | Vice President | 2023 | Now |
| Biography | Scott Carscallen, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie All Cap Value Team. Scott’s career in the investment industry began in 1994. He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008. His previous work experience included three years as an Equity Research Associate with a Canadian investment dealer, where he conducted fundamental research on a wide range of Canadian publicly listed companies. Scott has a BBA (Hons.) from Wilfrid Laurier University, and he is a CFA charterholder. | ||
| Dongwei Ye | Associate Portfolio Manager | 2023 | Now |
| Biography | Dongwei Ye is an Associate Portfolio Manager on the Mackenzie Canadian Small Cap Value mandate. Dongwei’s industry experience started in 2003. She joined Howson Tattersall Investment Counsel in 2006, which became part of Mackenzie Financial Corporation in 2008. Prior to joining small cap value investment team, Dongwei spent three years at an investment research firm where she was an equity associate covering Canadian special situations. Dongwei has a BA from Beijing Foreign Studies University, a Graduate diploma in Business Administration from the National University of Singapore and holds an MBA from McGill University. She is also a CFA charterholder. | ||
| Philip Taller | Investment Manager | 2022 | Now |
| Biography | Phil Taller, Senior Vice President, Investment Management, is the Head of the Mackenzie Growth Team. Phil’s area of expertise is U.S. mid-cap stocks. Phil's career in the investment industry began in 1991 as a Research Associate. Starting in 1995, Phil was at a leading Canadian mutual fund company as a Portfolio Manager on the Canadian equities team. His focus was on bottom-up company analysis. Phil has a Bachelor’s degree from the University of Waterloo, an MBA from the Schulich School of Business at York University, and is a CFA charterholder. | ||
| Nelson Arruda | Vice President | 2022 | Now |
| Biography | Nelson has experience in investment research and portfolio management of multi-asset strategies. Prior to joining Mackenzie in 2017, Nelson spent seven years at the Canada Pension Plan Investment Board where he performed various roles, including head portfolio manager of the active commodities portfolio, covering energy, agriculture and metals. Nelson has Bachelor of Science and Master of Science degrees in computer science from the University of Toronto and also graduated from the Rotman School of Business with a Master of Finance. He is a CFA charterholder. | ||
| Sonny Aggarwal | - | 2022 | Now |
| Biography | Sonny joined Mackenzie Investments in 2014. Previously, Sonny worked at one of Canada's leading hedge fund firms, covering US equities. Prior to that, he worked as a research analyst at a small boutique investment firm for six years, covering US small- and mid-cap stocks. Sonny's career in the investment industry began in 2000. Sonny has a Bachelor of Commerce (Honours) degree from McGill University and an MBA from Oxford University. He is also a CFA charterholder. | ||
| John Lumbers | Portfolio Manager | 2022 | Now |
| Bryan Shearer | Portfolio Manager | 2001 | 2023 |
| Brenda Nicholls | - | 2001 | 2021 |
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