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Stylus Momentum (0P0000NBG3)

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STYLUS Momentum historical data, for real-time data please try another search
20.480 -2.040    -9.07%
31/03 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 99.79M
STYLUS Momentum 20.480 -2.040 -9.07%

0P0000NBG3 Overview

 
On this page you'll find an in-depth profile of Stylus Momentum. Learn about the key management, total assets, investment strategy and contact information of 0P0000NBG3 among other information.
Category

Canadian Small/Mid Cap Equity

Total Assets

99.79M

Expenses

Inception Date

Dec 31, 1993

Contact Information

Address 1525 Cornwall Rd, Unit 5
Oakville,ON L6J 0B2
Canada
Phone (416) 847-5900
Fax (416) 847-5902

Top Executives

Name Title Since Until
Matteo Verrilli Portfolio Manager 2010 Now
Biography Matteo has 20 years of investment experience and is responsible for co-managing all of the STYLUS funds. Prior to joining STYLUS, Matteo was a Senior Vice-President at CPMS responsible for leading the Client Services team that assisted institutional investors and advisors in the development and implementation of quantitative investment strategies. He also led the Investment Committee at CPMS and headed up the team that managed the Canadian Momentum fund. After the sale of CPMS to Morningstar Inc. in 2009, Matteo was responsible for leading the US sales effort of CPMS products.
Richard J. Przybylski CIO (Chief Investment Officer) 1993 Now
Biography Rick is the founder, President and Chief Investment Officer of STYLUS, responsible for investment decision making and strategic oversight of all the STYLUS funds as well as client service and marketing. Rick pioneered the practice of quantitative investment in 1976 as an analyst with CIBC and later with McLeod Young Weir after earning a Bachelor of Math degree from the University of Waterloo. In 1984, he founded CPMS and built it into the leading provider of quantitative investment research in Canada.
Maciek Snosek Portfolio Manager 2014 2017
Biography Maciek has 7 years of investment experience and is responsible for assisting in the management for all of the STYLUS funds. Prior to joining STYLUS, Maciek was part of the Global Capital Markets group at Scotia Capital, responsible for fund analysis and risk management. Maciek has an MBA from McMaster University and has been a CFA Charterholder since 2013.
David Fruitman Portfolio Manager 1993 2015
Biography David has 16 years of investment experience and is responsible for co-managing all of the STYLUS funds. Prior to joining STYLUS, David was a senior vice-president at CPMS responsible for assisting institutional investors in the development and implementation of quantitative investment strategies. He also served on the Investment Committee at CPMS where he led the team that managed the Canadian Growth fund. David has an MBA from McMaster University and has been a CFA charterholder since 1998.
Brian Madden Portfolio Manager 1998 2010
Biography Before joining AGF in 2010, Brian co-founded and was a portfolio manager with STYLUS Asset Management where he managed three Canadian equity pooled funds on behalf of high net worth private clients. Brian began his career with a boutique brokerage firm in 1997 and one year later joined one of Canada’s leading independent equity research firms, where he developed significant expertise in fundamental and quantitative analysis. Brian has a Bachelor of Commerce degree from the University of Toronto and is a CFA charterholder and Certified Financial Planner.
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