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Portland Canadian Balanced Series F (0P0000X9MI)

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19.320 -0.001    -0.00%
05/06 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 33.49M
Portland Canadian Balanced Series F 19.320 -0.001 -0.00%

0P0000X9MI Overview

 
On this page you'll find an in-depth profile of Portland Canadian Balanced Series F. Learn about the key management, total assets, investment strategy and contact information of 0P0000X9MI among other information.
Category

Canadian Equity Balanced

Total Assets

33.49M

Expenses

Inception Date

Oct 31, 2012

Contact Information

Address 1375 Kerns Road (Suite 100)
Burlington,ON L7P 4V7
Canada
Phone 1-888-710-4242

Top Executives

Name Title Since Until
Kyle Ostrander - 2024 Now
Biography Kyle Ostrander is a Portfolio Manager at Portland Investment Counsel Inc. In June 2014, Kyle joined as an Investment Associate Trainee after completing his Honours Bachelor of Commerce with a Minor in Mathematics from the DeGroote School of Business at McMaster University.
James Cole Senior Vice President 2012 Now
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.
Dragos Berbecel Portfolio Manager 2016 2020
Biography Mr. Berbecel joined Portland in 2008 and became a Portfolio Manager in July 2013. Prior to this, he gained 10 years of experience as a marketing and sales executive working in Europe and North America. He played a leading role in starting up a new subsidiary for Syngenta, the largest global agribusiness, in a key European market. He was also instrumental in improving the performance metrics for a top North American industrial distribution company.
Chris Wain-Lowe CIO (Chief Investment Officer) 2012 2016
Biography Mr. Wain-Lowe joined Portland’s Portfolio Management team as Senior Vice-President in October 2002 and became a Portfolio Manager in March 2003. In June 2009, Mr. Wain-Lowe became Executive Vice-President and Portfolio Manager and in January 2016 he became Chief Investment Officer. He was the Managing Director of National Commercial Bank Jamaica Limited prior to October 2002 and the Managing Director of Barclays Bank of Botswana Limited from 1997 to 2000.
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