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Cc&l Diversified Income Portfolio Sr F (0P0000VSO8)

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16.306 +0.018    +0.11%
02/06 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 27.99M
CC L Diversified Income Portfolio Sr F 16.306 +0.018 +0.11%

0P0000VSO8 Overview

 
On this page you'll find an in-depth profile of Cc&l Diversified Income Portfolio Sr F. Learn about the key management, total assets, investment strategy and contact information of 0P0000VSO8 among other information.
Category

Tactical Balanced

Total Assets

27.99M

Expenses

Inception Date

Sep 13, 2009

Contact Information

Address Suite 300
Toronto,ON M5H 3M7
Canada
Phone 416-862-2020

Top Executives

Name Title Since Until
Ratul Kapur Portfolio Manager 2017 Now
Biography Ratul is President and CIO. He joined Scheer Rowlett in 2017 and has coverage of the Financial, Communications and Healthcare sectors. Prior to joining Scheer Rowlett, Ratul was a Portfolio Manager with Mackenzie Cundill Investment Management, a value investment firm. Ratul received a Bachelor of Business Studies (Finance) from the University of Delhi, India, an MBA (Finance) from Simon Fraser University and is a CFA charterholder.
Adam Posman Vice President, Portfolio Manager 2011 Now
Biography Adam Posman joined PCJ as a partner in 2011, and he is the Co-Chief Investment Officer and the lead portfolio manager for the PCJ absolute return strategy. He also maintains responsibility for portfolio management, fundamental research and trading across all PCJ investment strategies, including the US equity portion of the absolute return strategy. Prior to joining PCJ, Mr. Posman worked at Brookfield Investment Management (Canada) Inc. as a member of a portfolio management team focused on both an unconstrained long/short equity strategy and a high-yield credit strategy.
Robert Beauregard CIO (Chief Investment Officer) 2008 Now
Biography Robert is Chief Investment Officer for Global Alpha and is the lead portfolio manager for its global small cap equity strategies. Robert is also responsible for global coverage of the energy and utilities sectors. Robert brings over 20 years of financial and investment industry experience to the firm. Prior to founding Global Alpha, Robert was Senior Vice President and portfolio manager at Natcan Investment Management where he managed over $1.5 billion in Canadian and global small cap equities.
Drew Thiessen Analyst 2008 Now
Biography Prior to joining the team in 2008, Drew worked in commercial lending at a Canadian chartered bank. In his role as Portfolio Manager at Scheer Rowlett, Drew has primary coverage of the Energy and Base Metals and Precious Metals sectors. Drew earned his Bachelor of Commerce degree at the University of Saskatchewan and is a CFA charterholder.
Gary Baker Director & Portfolio Manager, Co-Head of Fundamental Equity 2006 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.
Harold Scheer President & Chief Investment Officer 2006 Now
Biography Mr. Scheer is President and Chief Investment Officer of Baker Gilmore & Associates Inc. Prior to joining the firm in 2001, Mr. Scheer was President and founder of Scheer Rowlett & Associates Inc., an affiliated company of the Connor Clark & Lunn Financial Group. Mr. Scheer has a background in economics and has over 24 years experience in portfolio management of fixed income securities, including research on credits.
Darren Ducharme Chairman & Chief Executive Officer 2006 Now
Biography Chief Executive Officer Darren Ducharme is responsible for portfolio risk management, top-down forecasting and portfolio construction. He has received his MBA from Columbia Business School, a degree in Financial Risk Management and is a CFA charter holder.
Ian Beattie Co-CIO, Managing Partner & Fund Manager - Emerging Asia 2006 Now
Biography Ian joined the firm in 1996. He began his career at Royal Insurance as an Asian equity fund manager and also ran a Balanced Fund. Ian became Head of Asia in 1997 and Co-Chief Investment Officer in April 2009. Ian holds a B.Sc., Economics, from City University and holds the ASIP qualification from the CFA institute UK.
David George Director & Portfolio Manager, Co-Head of Fixed Income 2006 Now
Biography David is a portfolio manager and head of the fixed income team, responsible for the leadership of the team and portfolio strategy. He is also a Director of Connor, Clark & Lunn Investment Management Ltd. David joined CC&LIM in 2006 as a fixed income portfolio manager. Prior to joining the firm, David has held positions as V.P. and analyst, specializing in high yield and corporate bond research in Canada and the United States of America. David holds a Bachelor of Commerce from the University of British Columbia and is a CFA charterholder.
Heiki Altosaar Portfolio Manager, & Chief Compliance Office 2006 Now
Biography Heiki joined PCJ in 1996 and is responsible for Canadian equity strategy and fundamental research. Prior to becoming a member of the PCJ team, Heiki worked at Elliot & Page. He earned a BA from the University of Toronto and is a CFA charterholder.
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