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Barometer Tactical Balanced Pool - Class A (0P0000A8FZ)

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14.475 -0.060    -0.38%
30/12 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 30.84M
Barometer Tactical Balanced Pool 14.475 -0.060 -0.38%

0P0000A8FZ Overview

 
On this page you'll find an in-depth profile of Barometer Tactical Balanced Pool - Class A. Learn about the key management, total assets, investment strategy and contact information of 0P0000A8FZ among other information.
Category

Tactical Balanced

Total Assets

30.84M

Expenses

Inception Date

Jan 05, 2007

Contact Information

Address suite 1910
Toronto,ON M5J 2P1
Canada
Phone 416 601 6888
Fax 416 601 9744

Top Executives

Name Title Since Until
Amit Joshi Associate Portfolio Manager 2023 Now
Biography Amit is an Associate Portfolio Manager at Barometer. Amit’s duties include analysis of securities, meeting with company management teams, and communicating with sell side analysts. Amit also monitors macro events and data and analyzes their impacts on portfolio positions. Prior to Barometer, Amit was an Associate Portfolio Manager with Roundtable Capital Partners in Toronto where he was an integral member of the portfolio management team and performed a similar role. He graduated from the University of Waterloo where he attained a Bachelor of Arts degree majoring in Economics.
James Callahan Associate Portfolio Manager 2021 Now
Biography James joined Barometer in 2017 as a member of the Portfolio Management Team and serves as an Associate Portfolio Manager with a focus on U.S. equities and ETFs. His research includes top-down identification of leadership trends within U.S. equity markets, followed by bottom-up analysis on companies with exposure to these trends to identify leading companies. James holds a Bachelor of Business Administration from St. Francis Xavier University.
Brian McNicol Associate Portfolio Manager 2021 Now
Biography Brian is an Associate Portfolio Manager with Barometer Capital Management Inc. Brian joined Barometer in 2015 as a member of the Portfolio Management Team and served as a Portfolio Analyst with a focus on Canadian equities. His research includes a top-down view on market themes in Canada, followed by a bottom-up selection of companies that are determined to be leaders in their respective sectors. Brian holds a Bachelor of Commerce Degree from Dalhousie University, and in 2021 Brian received his Chartered Investment Manager (CIM) designation.
Jim Schetakis Vice President 2016 Now
David Burrows President 2007 Now
Biography Mr. Burrows is the Chief Investment Strategist of Barometer Capital Management Inc.; previously, from July 6, 2004 Mr. Burrows was Managing Director, Portfolio Management of Rockwater Asset Management Inc.; and, prior thereto from 1998 Mr. Burrows was Vice-President, at Blackmont Capital Inc.
Gregory Guichon Chairman 2007 2023
Biography Mr. Guichon is the Chief Portfolio Manager of Barometer Capital Management Inc.; previously, from July 2, 2004 Mr. Guichon was Managing Director, Portfolio Management of Rockwater Asset Management Inc.; prior thereto from late 2000, Mr. Guichon was Vice President of Blackmont Capital Inc.; and, prior thereto, Mr. Guichon worked in corporate banking and then joined Scotia McLeod as an investment executive. Mr. Guichon has over 30 years experience in the investment industry.
Paul Campbell Portfolio Manager 2015 2016
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