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The fundamental investment objectives of the fund are to achieve a reasonably stable level of income and modest capital growth while also seeking to preserve capital. The fund invests primarily in Canadian fixed income securities (government and corporate), but it may also invest a smaller portion of its assets in real estate investment trusts (REITs), income trusts, dividend-paying common shares, preferred shares and other income-producing securities. The Portfolio Adviser seeks to achieve the fundamental investment objectives of the fund by investing primarily in fixed income securities issued by the federal and provincial governments of Canada, and Canadian corporations; REITs; dividend-paying common shares; preferred shares; and money market securities.
Name | Title | Since | Until |
---|---|---|---|
Gary Baker | Director & Portfolio Manager, Co-Head of Fundamental Equity | 2007 | Now |
Biography | Gary is co-head of the fundamental equity team. He is responsible for the leadership of the fundamental equity investment and portfolio strategy. He is also on the asset allocation committee, the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. Gary joined CC&L Investment Management in 2003 as a fundamental equity portfolio manager and previously led the fundamental equity team for 18 years. Gary holds a MBA from the University of Toronto and a Bachelor of Engineering from McMaster University. He is also a CFA charterholder. | ||
TJ Sutter | Portfolio Manager, Fixed Income | 2007 | Now |
Biography | TJ is a portfolio manager on the fixed income team. He is responsible for macro research and strategy. TJ holds a Bachelor of Commerce with honours from Queen’s University and is a CFA charterholder. | ||
Brian Eby | Portfolio Manager, Fixed Income | 2007 | 2024 |
Biography | Brian is a portfolio manager on the fixed income team. He leads the macro team and is responsible for macro research and investment decisions. Brian is on the asset allocation committee, the investment risk management committee, and he is a Director of Connor, Clark & Lunn Investment Management Ltd. Brian holds a Master of Business Administration and a Bachelor of Commerce from McMaster University. He is also a CFA charterholder. | ||
Vertes Steven | Vice President | 2007 | 2022 |
Biography | Steven Vertes is currently a Portfolio Manager on the fundamental equity team of Connor, Clark & Lunn Investment Management Ltd (“CC&L”). He is responsible for fundamental research and analysis on the fundamental equity team. He began working with CC&L in 2002 and was appointed a partner of the firm in 2004. Steven holds an Honors Business Administration from the Richard Ivey School of Business, Western University. Steven is also a CFA charter holder. |
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