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Dynamic Blue Chip Equity I (0P0000KOE4)

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14.743 +0.039    +0.26%
12/06 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 340.52M
Dynamic Blue Chip Equity I 14.743 +0.039 +0.26%

0P0000KOE4 Overview

 
On this page you'll find an in-depth profile of Dynamic Blue Chip Equity I. Learn about the key management, total assets, investment strategy and contact information of 0P0000KOE4 among other information.
Category

Global Equity

Total Assets

340.52M

Expenses

Inception Date

Jul 23, 2004

Contact Information

Address 29th Floor
Toronto,ON M5C 2V9
Canada
Phone 416 363 5621
Fax 416 363 4179

Top Executives

Name Title Since Until
Kevin Kaminski Portfolio Manager 2018 Now
Biography Kevin Kaminski joined Dynamic in 2013 as an investment analyst for the Dynamic Core team. In 2016 he was promoted to Senior Analyst, and in 2018 he was promoted to Portfolio Manager. Prior to joining Dynamic, Kevin spent more than six years at Invesco Trimark as an investment analyst. Kevin also spent three years in equity research at Scotia Capital. Kevin holds an MBA with Honours from Schulich School of Business, a Bachelor of Administration degree from the University of Regina and was awarded the CFA designation in 2005.
Dana Love Vice President 2015 Now
Biography Dana Love, joined 1832 Asset Management L.P. in 2013 as Vice President and Portfolio Manager as part of the Core team. Dana has more than 15 years of professional money management experience and brings additional strength to 1832 Asset Management’s multiple award winning global equity lineup. He has been responsible for the management and oversight of global equity investments across various mandates. Dana holds a Masters in Finance from the London Business School in London, England, a BA in Sociology and Legal Studies from the University of Waterloo, and also holds CFA Designation.
Danilo Martins Portfolio Manager 2019 2022
Biography Danilo Martins joined Dynamic in 2017 as a Senior Investment Analyst with the Core team working with Dana Love. He was promoted to Portfolio Manager in 2019. Prior to Dynamic, Danilo was an Investment Analyst at Invesco based in Canada from 2013-2015 and Hong Kong from 2015, covering emerging markets. Prior to Invesco, Danilo held equity research roles at Macquarie Capital Markets Canada and Clarus Securities. Danilo received his Bachelor of Engineering (Industrial) from Escola Politécnica da Universidade de São Paulo and his MBA from Queen's University. He is also a CFA charterholder.
Vishal Patel Portfolio Manager 2015 2019
Biography Vishal Patel joined Dynamic as an analyst in 2005. He was promoted to Portfolio Manager in 2010 and he was promoted to Vice-President in 2019. Throughout Vishal’s 15 years of industry experience, he has covered a broad range of companies across multiple industries. Vishal is a growth oriented manager who employs deep fundamental analysis to select best-in-class, sustainable growth companies. He seeks out unique businesses run by strong business leaders and management teams who demonstrate sound capital allocation discipline.
Amy Glading Analyst 2015 2018
Biography Amy joined Dynamic in 2007 as an investment analyst with the Dynamic Power team. She was promoted to the role of Associate Portfolio Manager in 2014. She began her career at a global management consulting firm in 2000 working within the Strategy group. Amy joined the equity research team at CIBC World Markets in 2003 and was responsible for the cable, telecom and media sectors. Amy holds an MBA from McMaster University and a BScH from Queen's University and earned the CFA designation in 2006.
Adam Donsky Portfolio Manager 2008 2015
Biography Adam is a Co-Founder & Chief Investment Officer of Ravenstone Capital Management Inc. where he oversees all investing and risk management activities. Prior to co-founding Ravenstone, Adam distinguished himself as an investor at 1832 Asset Management. There he was responsible for the stewardship of more than $6.5 billion of Assets Under Management through the oversight of the Dynamic Blue Chip Funds and Lead Portfolio Manager for the firm’s High Net Worth and institutional clients.
Ned Goodman Founder, Chairman 2001 2009
Biography Through Goodman & Company, Investment Counsel Inc., Mr. Goodman is a sub-advisor to Dynamic. He has close to five decades of investment experience as a securities analyst, portfolio manager and senior executive. Mr. Goodman has a Bachelor of Science degree from McGill University and a Master of Business Administration from the University of Toronto. He earned the designation of Chartered Financial Analyst in 1967. In 1997, he was awarded a Doctorate of Laws, honoris causa, by Concordia University.
Jeffrey Lipton - 1997 1999
John Hadwen Portfolio Manager 1998 1999
Biography John Hadwen, Vice-President, Portfolio Management and Portfolio Manager. He joined the investment management industry in 1993 in customer service at Mackenzie Financial. He joined Infinity Investment Counsel in 1998 as a research analyst. Infinity was acquired by Goodman & Company, where his responsibilities expanded to include portfolio management. In 2006, he joined KBSH Capital Management before joining Signature the following year. Mr. Hadwen holds an Honours BA in Administrative Studies from Trent University and the CFA designation.
Michael Colavecchia - 1998 1999
Biography Having spent several years a financial analyst for Dominion Bank Rating Service Limited, Michael brings to Infinity extensive skills in industry, company, product and management analysis.
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