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Name | Title | Since | Until |
---|---|---|---|
Prakash Chaudhari | Portfolio Manager | 2012 | Now |
Biography | Prakash is a senior portfolio manager and co-lead for the firm’s essential equity team. The team manages multiple strategies for institutional and retail clients, including Canadian all-cap, large-cap value, and focused equity; dividend income; U.S. dividend income; and Canadian, U.S., and global balanced. Prakash is the lead portfolio manager of the Monthly High Income and Global Monthly High Income strategies. Prior to joining the team, Prakash completed Manulife Investment Management’s division rotational program. He holds the Chartered Financial Analyst designation. | ||
Jonathan Popper | Portfolio Manager | 2020 | 2024 |
Biography | Jonathan is a senior portfolio manager for the firm’s essential equity team. The team manages multiple strategies for institutional and retail clients, including Canadian all-cap equity, Canadian large-cap value equity, Canadian focused equity, dividend income, U.S. dividend income, Canadian balanced, U.S. balanced, and global balanced. Jonathan previously worked as part of the North American high-yield investment team. Prior to joining the company, he worked with CIBC Investment Services and CIBC Wood Gundy. | ||
Saurabh Moudgil | - | 2020 | 2023 |
Biography | Saurabh is a managing director and portfolio manager for Manulife Investment Management’s Value Equity team. The team has won numerous investment awards and accolades over the past 20 years. The Value Equity team manages multiple strategies for institutional and retail clients, including Canadian All Cap Equity, Canadian Large Cap Value Equity, Canadian Focused Equity, Dividend Income, US Dividend Income, Canadian Balanced, US Balanced and Global Balanced. Previously, Saurabh was a member of Manulife’s Passive Equity Investment Team. | ||
Alan Wicks | Vice President, Senior Portfolio Manager | 2012 | 2022 |
Biography | Alan Wicks is a senior managing director and senior portfolio manager for Manulife Asset Management. Alan is founder and team leader for the Value Equity team. The team has won numerous investment awards and accolades over the past 20 years. The team manages multiple strategies for institutional and retail clients, including Canadian All Cap Equity, Canadian Large Cap Value Equity, Canadian Focused Equity, Dividend Income, U.S. Dividend Income, Canadian Balanced, U.S. Balanced and Global Balanced. Alan is the lead manager for all Balanced Strategies. | ||
Chris Hensen | Assistant Vice President | 2012 | 2020 |
Biography | Chris is a senior portfolio manager for the firm’s essential equity team. The team manages multiple strategies for institutional and retail clients, including Canadian all-cap equity, Canadian large-cap value equity, Canadian focused equity, dividend income, U.S. dividend income, Canadian balanced, U.S. balanced, and global balanced. Previously, Chris was a senior portfolio manager, responsible for U.S. equities. He joined Manulife as an analyst in the investment division rotational program and worked with the fixed-income and real estate teams. Chris holds the CFA designation. | ||
Duncan Anderson | Portfolio Manager | 2012 | 2019 |
Biography | Duncan Anderson, CFA, CBV, is a senior managing director and senior portfolio manager for Manulife Asset Management. Duncan is the lead manager for the Value Equity team’s Canadian Focused Equity and Canadian All Cap Equity strategies. | ||
James Cole | Senior Vice President | 2000 | 2012 |
Biography | Mr. Cole joined Portland in March 2002 as Senior Vice President and Portfolio Manager. He was Senior Vice-President and Portfolio Manager of AIC Limited prior to March 2002 and a Vice-President and Portfolio Manager of Gluskin Sheff + Associates Inc. from 1997 to 2000. | ||
Randy LeClair | Senior Vice President | 2002 | 2009 |
Biography | Randy LeClair joined Portland Investment Counsel in July 1998 as Senior Fixed Income Analyst. He was promoted to Senior Vice President in January 2007. Randy’s career started in retail banking. He also worked as an investment analyst for a multi-asset portfolio for an insurance company (CUMIS) and subsequently spent seven years managing a fixed income portfolio for the Regional Municipality of Halton. | ||
Michael Lee-Chin | Executive Chairman | 2000 | 2009 |
Biography | Mr. Lee-Chin has been Executive Chairman and Portfolio Manager of Portland since 2002. Currently, he is also Portland’s Chief Executive Officer and Ultimate Designated Person. He has been employed in various roles in the mutual fund and securities industry since 1977. |
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