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Clarica Sf Ci U.s. Small/mid Cap Equity Fund (series 75/100 Dsc) (0P000070XQ)

Toronto

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25.047 +0.039 +0.15%

25/04 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.55M

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0P000070XQ Overview

On this page you'll find an in-depth profile of Clarica Sf Ci U.s. Small/mid Cap Equity Fund (series 75/100 Dsc). Learn about the key management, total assets, investment strategy and contact information of 0P000070XQ among other information.

Contact Information

Address 15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada

Phone +1 416 3641145

Fax 416-364-1145

Web www.ci.com

Top Executives

Name	Title	Since	Until
Evan Rodvang	-	2023	Now
Aubrey Hearn	Portfolio Manager	2021	Now
Biography	Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation.
Jack Hall	Portfolio Manager	2021	Now
Biography	Jack joined CIGAM in 2012 and has more than 5 years of experience in financial services. He is a member of the North American equity income team, and is co-manager of CI U.S. Equity Fund, CI U.S. Equity & Income Fund, CI Canadian Small/Mid Cap Equity Income Fund, CI American Small Companies Fund, CI American Small Companies Corp. Class, CI Global Smaller Companies Fund & CI Global Smaller Companies Corp. Class. He is responsible for North American dividend & income paying equity securities. He graduated with an Hon. Bachelor of BBA from Wilfrid Laurier University. He holds the CFA designation
Justin Howell	Managing Director	2019	2021
Biography	Justin is a portfolio manager for TD Epoch's U.S. equity investment strategies. He joined the firm as a research analyst in 2012 and has been a portfolio manager since 2017. Before joining TD Epoch, Justin was a research analyst at JPMorgan Chase. Justin holds a BA in Business Administration from the University of Michigan.
Michael A. Welhoelter	Director	2017	2021
Biography	Mike is the Chief Administrative Officer, Co-Chief Investment Officer and Head of Risk Management for TD Epoch. Mike is responsible for integrating risk management into the investment process. Prior to joining the company in 2005, he was a director and portfolio manager in the Quantitative Strategies Group at Columbia Management Group, Inc. Before that, Mike was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management.
David N. Pearl	Executive Vice President, Co–Chief Investment Officer and Portfolio Manager	2002	2021
Biography	Mr. David Pearl is a Co-Founder and serves as Executive Vice President, Co-Chief Investment Officer & Portfolio Manager at Epoch Investment Partners. Prior to co-founding Epoch in 2004 with Bill Priest, Tim Taussig and Phil Clark, David was a Managing Director and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC where he was responsible for both institutional and private client assets.
Janet K. Navon	Managing Director, Portfolio Manager & Senior Research Analyst	2012	2017
Biography	Janet is the director of US research and is a portfolio manager for Epoch’s U.S. Small Cap, U.S. SMID Cap and Global Small Cap strategies. Prior to joining Epoch in 2007, Janet spent nine years as a senior analyst and co-portfolio manager at Steinberg Asset Mgmt. Prior to Steinberg, she was a founding principal of Atlantic Asset Mgmt. Janet’s experience also includes investment management positions at Columbus Circle Investors and J.P. Morgan Investment Mgmt. Janet holds a BS from Georgetown University School of Foreign Service and an MBA from Columbia University, Graduate School of Business.
William W. Priest	CEO and Portfolio Manager	2002	2016
Biography	Bill is Vice-Chair of Wealth, responsible for chairing TD's Wealth Strategy Committee created to develop TD Wealth's long-term corporate strategy. Bill is also the Chairman of the Board of Directors of TD Epoch and a portfolio manager for the company's high net worth clients. Prior to co-founding Epoch in 2004, Bill was a Co-Managing Partner and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC for three years.

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