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This fund’s objective is to obtain maximum long-term capital growth. It invests primarily in equity and equity-related securities of companies around the world that have developed or are developing technological products, processes or services. This includes companies that provide goods and services to these companies and companies that the portfolio adviser believes would benefit from advancements and improvements in technology.
Name | Title | Since | Until |
---|---|---|---|
Jeremy Rosa | Portfolio Manager & Senior Investment Analyst | 2024 | Now |
Biography | Jeremy Rosa joined Harbour Advisors as an investment research analyst in 2011. Prior to joining the group, he held various positions at CI investments and its affiliates. Most recently, he was a securities trader at Assante Wealth Management. Mr. Rosa holds the Chartered Financial Analyst designation and graduated from Financial Planning Management at George Brown College. | ||
Peter Hofstra | Vice President, Portfolio Manager | 2022 | Now |
Biography | Peter Hofstra joined CIGAM in July 2017 as Senior Portfolio Manager. Prior to joining CI, He was CIO and Managing Director of Investment Research at Manitou. He was also co-founder of a clean technology investment LP. Prior, Mr. Hofstra was PM at a mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science & technology fund. He has a B.Sc. in Chemistry and a PhD in Engineering Physics. He also spent 8 years with a technology firm, initially serving as a Senior Scientist and then becoming the VP of Research & Development. He holds the CFA designation. | ||
Malcolm White | Vice President | 2011 | 2022 |
Biography | Malcolm White, CFA, Vice-President, Portfolio Management and Portfolio Manager has over 16 years of investment experience in a career that included analyst roles at Merrill Lynch Canada and First Marathon Securities. He specializes in technology, media and telecommunications, investing in equities, income trusts and other financial instruments. He holds a BA from Queen’s University. Malcolm was ranked as one of Canada’s 50 “Top Gun” equity portfolio managers by Brendan Wood International in 2010. | ||
Jeremy Yeung | Portfolio Manager | 2011 | 2022 |
François Campeau | Other Executives | 2006 | 2011 |
Biography | François Campeau, Portfolio Manager at Trilogy Advisors, has eight years of investment industry experience and focuses on the telecommunications and information technology sectors. He joined Trilogy from Montrusco Bolton Inc. of Montreal, where he was responsible for macroeconomic coverage and stock selection within Continental Europe. Prior to joining Montrusco, Mr. Campeau was a treasury analyst at Bombardier Inc. He began his career as a financial analyst at the Federal Business Development Bank. | ||
Scott Morrison | Other Executives | 2000 | 2009 |
Biography | Scott Morrison joined Empire in June 2003 and has over 10 years experience as an investment professional, most recently as Lead Portfolio Manager for a major mutual fund company. | ||
Esther Schreiber | - | 2000 | 2009 |
Andre Desautels | Portfolio Manager | 2001 | 2006 |
Biography | As an equity portfolio manager, Andre manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Global Equity Income and International Equity Income approaches. | ||
Scott T. Lewis | Portfolio Manager | 2000 | 2000 |
Biography | Lewis is a portfolio manager of ING IM, and he joined the company in May 2004. He has over 24 years of investmen experience. Lewis joined ING IM from Credit Suisse Asset Management ("CSAM"), where he worked for 18 years both with CSAM and its predecessor Warburg Pincus. | ||
Susan Everly | - | 2000 | 2000 |
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