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Sentry Diversified Equity Fund Series F (0P0000768P)

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Sentry Diversified Equity Fund Series F historical data, for real-time data please try another search
24.375 -0.160    -0.66%
22/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 92.82M
Sentry Diversified Equity Fund Series F 24.375 -0.160 -0.66%

0P0000768P Overview

 
On this page you'll find an in-depth profile of Sentry Diversified Equity Fund Series F. Learn about the key management, total assets, investment strategy and contact information of 0P0000768P among other information.
Category

Canadian Focused Equity

Total Assets

92.82M

Expenses

Inception Date

Jul 28, 2005

Contact Information

Address 2 Queen Street East,Twentieth Floor
Toronto,ON M5C 3G7
Canada
Phone +1 416 3641145
Fax 416 364 6299

Top Executives

Name Title Since Until
Michael Simpson Senior Portfolio Manager 2013 Now
Biography Michael joined Sentry in 2002. He specializes in dividend- and income-paying securities with a focus on free cash flow to sustain reliable dividends. Michael is the lead manager of several funds including the company’s flagship fund, Sentry Canadian Income Fund, and co-manages Sentry Conservative Balanced Income Fund. In 2014, he was named Investment Executive’s Mutual Fund Manager of the Year.Michael earned a Bachelor of Arts degree from York University and holds the CFA designation. He is a fellow of the Canadian Securities Institution.
Phil D'Iorio Portfolio Manager 2017 2017
Biography Phil joined Sentry in 2016 and is a member of the equity-income portfolio management team. Phil D’Iorio is a senior research analyst for Harbour Advisors and a Portfolio Manager on Harbour Voyageur Corporate Class. Prior to joining Harbour in 2002, he worked as an analyst for a hedge fund manager and as an intern at GMP Capital in the Investment Banking Group. He holds the CFA designation and an MBA (Finance) from Rotman School of Management, University of Toronto and obtained his Bachelor of Arts (Economics and Political Science) degree from the University of Western Ontario.
John Kim Portfolio Manager 2009 2013
Biography John Kim, CFA, joined Aston Hill in April 2014 bringing with him almost 20 years’ experience specifically managing Canadian equities. Most recently Mr. Kim was a portfolio manager at Sentry Investments for over 4 years. Mr. Kim began his career in 1994 for Royal Trust where he was responsible for wealth management strategies targeted towards high net worth individuals, family offices and foundations. Mr. Kim’s other investment experience includes 8 years with Aegon Capital Management where he was the lead portfolio manager for several funds focused on equities and fixed income.
Andrew McCreath Portfolio Manager 2009 2011
Biography Andrew has been part of the Sentry team since 2008. He has more than 20 years experience as a top-ranked portfolio manager and general analyst. McCreath became a founding shareholder in Synergy Mutual Funds in December 1997, and managed several mutual funds. Additionally, he founded Waterfall Investments in 2004, through which he managed several successful hedge funds including the current Sentry Select Market Neutral L.P. McCreath earned a BBA (Finance) with honours and an MBA (Economics) from York University (Toronto). He holds the Chartered Financial Analyst (CFA) designation.
Gordon Higgins Other Executives 2007 2009
Biography Gordon leads the Equity Management Team, which is responsible for equity selections and risk management techniques for a number of closed-end trust portfolios. Gordon has more than 20 years of experience in the financial services industry, including 15 years as a portfolio manager specializing in North American equities. His experience includes the lead management of a $2.3 billion fund. He joined Sentry Select in 2004.
Ara Nalbandian Other Executives 2005 2007
Biography Ara specializes in North American equities and portfolio management strategies that employ derivatives. He joined Sentry Select in 2000. He is a Derivitives Market Specialist (DMS) and Fellow of the Canadian Securities Institute (FCSI).
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