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Ci Global Value Balanced Fund F (0P0000Z6VS)

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Sentry Global Monthly Income Fund Series F historical data, for real-time data please try another search
13.997 -0.030    -0.23%
08/04 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 140.19M
Sentry Global Monthly Income Fund Series F 13.997 -0.030 -0.23%

0P0000Z6VS Overview

 
On this page you'll find an in-depth profile of Ci Global Value Balanced Fund F. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z6VS among other information.
Category

Global Neutral Balanced

Total Assets

140.19M

Expenses

Inception Date

Jun 07, 2013

Contact Information

Address 2 Queen Street East,20th Floor
Toronto,ON M5C 3G7
Canada
Phone +1 416 3641145
Fax 416-364-1145

Top Executives

Name Title Since Until
Paul Sandhu Portfolio Manager 2017 2022
Biography Paul Sandhu is President and CEO of Marret Asset Management Inc. He has over 30 years of domestic and international fixed-income experience. Prior to joining Marret in 2009, Paul was responsible for the global distribution of Canadian fixed-income and money market products at BMO Capital Markets. Through offices in Toronto, Montreal, Vancouver, New York, London and Hong Kong, Paul was directly responsible for advising some of the world’s largest fixed-income asset managers on portfolio strategy, asset mix, security selection, and alpha/beta generation.
Roger J. Mortimer Portfolio Manager 2017 2022
Biography Roger Mortimer joined the Harbour team in September 2013. From 1997 to 2005, Mr. Mortimer was Senior Vice-President and Portfolio Manager at AIM Investments and a Global Partner of its parent firm AMVESCAP. From 2005 to 2009, Mr. Mortimer was a Vice-President and Portfolio Manager in the Canadian operations of Capital Group Companies, a Los Angeles-based investment management firm. Prior to his current role, he was Managing Director of Parador Asset Management, a company he founded in 2009. He holds BA and MBA degrees from the University of Western Ontario.
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.
Paul Johnson Portfolio Manager 2017 2017
Biography Paul joined Sentry in 2017 to head up our global equity team. Paul brings extensive expertise in managing global and international equity mutual funds, as well as institutional mandates including pension funds, charities and discretionary portfolios for high-net-worth private clients.
Ben Chim Portfolio Manager 2017 2017
Biography Ben joined Sentry in 2015 and has many years of experience in fixed income and credit analysis. Ben is responsible for managing the credit portfolios across Sentry’s funds with a focus on global high-yield corporate bonds. Ben is a CFA charterholder and obtained his Bachelor’s degree from the University of Western Ontario.
Michael Missaghie Portfolio Manager, Arch Anson Tactical Real Estate Fund 2013 2017
Biography Michael Missaghie is the Portfolio Manager responsible for all aspects of the investment process for Arch Anson Tactical Real Estate Fund. He was previously Vice-President and Senior Portfolio Manager with Sentry Investments, responsible for managing more than $1 billion of global real estate equities, and lead manager of the Sentry Global REIT Fund, Canada’s largest dedicated global real estate mutual fund. Michael has numerous management contacts in the real estate sector and an intimate knowledge of the assets and capital structures underpinning global real estate equities. During his caree
Gajan Kulasingam Portfolio Manager 2013 2017
Biography Gajan has over 15 years of financial industry experience. Prior to Goodwood, Gajan was VP and Senior Portfolio Manager with Sentry Investments, where he was the lead manager on the Sentry Global Infrastructure Fund. Prior to Sentry, Gajan worked at one of the leading mid-market private equity firms focused on mezzanine lending and minority equity investments. Gajan began his career at Deloitte within their Audit & Assurance practice. His investment philosophy is governed by the principles of applying a private equity approach to investments.
Aubrey Hearn Portfolio Manager 2017 2017
Biography Aubrey Hearn joined Sentry in 2005. His keen understanding of business dynamics, dedication to internal research and focus on high-quality, dividend-paying companies has led to a number of investment awards and increasing industry recognition. Aubrey graduated with a Bachelor of Commerce degree from Memorial University and holds the Chartered Financial Analyst (CFA) designation.
Catherine Payne Portfolio Manager 2017 2017
Biography Catherine joined Sentry in May 2016 and has many years of experience in global fixed income, including portfolio management and credit analysis. Catherine is responsible for co-managing the credit portfolios across Sentry’s mutual funds with a focus on global investment-grade corporate bonds. Ms. Payne graduated from the University of Toronto with a Bachelor of Commerce (BComm). She later received the CFA designation.
James Dutkiewicz Senior Portfolio Manager 2013 2017
Biography James Dutkiewicz, CFA, Vice-President, Portfolio Management and Portfolio Manager. Mr. Dutkiewicz joined Sentry in 2012 to head up the fixed-income team.James is also a member of Sentry's asset-allocation team and supports the CIO in the day-to-day management of the investment team. Previously, he was a Portfolio Manager at CI. Before CI, he was at YMG Capital Management Inc., where he was a corporate bond analyst and part of a team. Prior to that, he worked on the bond desk at Merrill Lynch Canada. He holds a BA in Economics from Wilfrid Laurier University.
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