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Ig Mackenzie U.s. Opportunities Class Ii B (0P000073N1)

Toronto

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Investors U.S. Small Cap Class B historical data, for real-time data please try another search

28.008 -0.060 -0.23%

19/05 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 51.86M

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0P000073N1 Overview

On this page you'll find an in-depth profile of Ig Mackenzie U.s. Opportunities Class Ii B. Learn about the key management, total assets, investment strategy and contact information of 0P000073N1 among other information.

Contact Information

Address 447 Portage Avenue
Winnipeg,MB R3C 3B6
Canada

Phone 204 957 7383

Fax 204 943 0518

Web www.investorsgroup.com

Top Executives

Name	Title	Since	Until
Philip Taller	Investment Manager	2021	2023
Biography	Phil Taller, Senior Vice President, Investment Management, is the Head of the Mackenzie Growth Team. Phil’s area of expertise is U.S. mid-cap stocks. Phil's career in the investment industry began in 1991 as a Research Associate. Starting in 1995, Phil was at a leading Canadian mutual fund company as a Portfolio Manager on the Canadian equities team. His focus was on bottom-up company analysis. Phil has a Bachelor’s degree from the University of Waterloo, an MBA from the Schulich School of Business at York University, and is a CFA charterholder.
Sonny Aggarwal	-	2021	2023
Biography	Sonny joined Mackenzie Investments in 2014. Previously, Sonny worked at one of Canada's leading hedge fund firms, covering US equities. Prior to that, he worked as a research analyst at a small boutique investment firm for six years, covering US small- and mid-cap stocks. Sonny's career in the investment industry began in 2000. Sonny has a Bachelor of Commerce (Honours) degree from McGill University and an MBA from Oxford University. He is also a CFA charterholder.
Dave Adams	Lead Portfolio Manager	2014	2021
Jack McPherson	Principal	2014	2021
Biography	Jack McPherson, CFA. has been a Principal, President and Portfolio Manager of Aristotle Boston since 2015. Prior to joining Aristotle Boston, Mr. McPherson served as Managing Director and Portfolio Co-Manager at Eagle Boston from 2006 to 2014. Prior to working for Eagle Boston, Mr. McPherson served as Vice President and Portfolio Manager at Pioneer Investment Management, Inc. Before working for Pioneer, he was a Security Analyst at Middleton & Company, Inc.; a Vice President and Equity Analyst at Evergreen Investment Management Company, LLC; and an Equity Analyst at Pell, Rudman & Company, Inc
Richard Wong	Member	2006	2014
Biography	Richard Wong brings a very rare blend of business, investment and medical experience and education to Investors Group. He joined Investors Group in 2000 and has played a critical role in research and analysis – particularly in the healthcare sector. Richard holds an impressive list of other credentials including a Bachelor of Sciences degree and Master of Business Administration degree from the University of Manitoba. He is also a Chartered Financial Analyst and a Chartered Market Technician charterholder.
Terry Wong	Other Executives	2002	2006
Biography	Mr. Wong has been a member of the I.G. Investment Management North American Equities team since 1994. He has 10 years experience in finance and investment management.

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