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Romc Fund - Salary Series (0P00011SRZ)

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97.283 +5.140    +5.58%
31/01 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 75.74M
Type:  Fund
Market:  Canada
Issuer:  McLean Asset Management Ltd.
Asset Class:  Equity
ROMC Fund - Salary series 97.283 +5.140 +5.58%

0P00011SRZ Overview

 
On this page you'll find an in-depth profile of Romc Fund - Salary Series. Learn about the key management, total assets, investment strategy and contact information of 0P00011SRZ among other information.
Category

Alternative Equity Focused

Total Assets

75.74M

Expenses

Inception Date

Sep 30, 2007

Investment Strategy

The investment objective of the Fund is to generate long-term capital appreciation through investments primarily in equity securities. The Investment Manager will attempt to maximize the Fund’s returns while protecting capital.

Contact Information

Address 1 Richmond Street West, Suite 800
Toronto,ON M5H 3W4
Canada
Phone -

Top Executives

Name Title Since Until
David McLean Founder 2007 Now
Biography David McLean founded McLean Asset Management Ltd. in 1998. In 2007, David established ROMC Fund for high net worth investors and then in 2016 launched ROMC Trust by prospectus. David remains the fund manager for both funds. Prior to McLean Asset Management, David was global asset allocation strategist and a portfolio manager at Chase Global Asset Management (now JP Morgan) in both London and New York. David graduated from London Business School (MBA) in 1994 and also a graduate of Queen’s University (BA Economics) in 1989.
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