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Sunwise Essential 2 Ci Canadian Investment Segregated Fund Pim Investment Class (0P0000Y2RO)

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37.923 -0.573    -1.49%
01/08 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.27M
SunWise Essential 2 CI Canadian Investment Segrega 37.923 -0.573 -1.49%

0P0000Y2RO Overview

 
On this page you'll find an in-depth profile of Sunwise Essential 2 Ci Canadian Investment Segregated Fund Pim Investment Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y2RO among other information.
Category

Canadian Focused Equity

Total Assets

1.27M

Expenses

Inception Date

Aug 27, 2012

Contact Information

Address 15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Phone +1 416 3641145
Fax 416-364-1145

Top Executives

Name Title Since Until
Kevin McSweeney Portfolio Manager 2023 Now
Biography Kevin McSweeney has 12 years of financial services and investment management experience and is a member of the team responsible for infrastructure and REITs. He moved to this team from the high-yield, convertible bond and leveraged loan assets team in 2016. Mr. McSweeney holds a Bachelor of Arts (Honours) from St. Mary's University and a Master of Business Administration from Dalhousie University.
Bryan Brown Portfolio Manager 2021 2023
Biography Bryan joined CI Global Asset Management in 2013 and has more than 15 years of experience in the financial industry. Prior to joining CI, he was an equity research analyst focused on the financial services sector at a global investment firm. He began his career as an auditor at one of the “Big Four” accounting firms, specializing in financial services. Bryan is a member of the User Advisory Council of the Accounting Standards Board (AcSB). He graduated with an Hon. BBA degree from Wilfrid Laurier University. He also holds his CA and CFA designation.
Peter Hofstra Vice President, Portfolio Manager 2019 2023
Biography Peter Hofstra joined CIGAM in July 2017 as Senior Portfolio Manager. Prior to joining CI, He was CIO and Managing Director of Investment Research at Manitou. He was also co-founder of a clean technology investment LP. Prior, Mr. Hofstra was PM at a mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science & technology fund. He has a B.Sc. in Chemistry and a PhD in Engineering Physics. He also spent 8 years with a technology firm, initially serving as a Senior Scientist and then becoming the VP of Research & Development. He holds the CFA designation.
Ryan Fitzgerald Vice President, U.S. & International Equities 2017 2019
Biography Ryan joined Beutel Goodman in 2020 and comes to the firm with over 20 years of financial industry experience. Prior to joining Beutel Goodman, Ryan worked for CI Investments in progressively senior roles, including 12 years as a senior member of CI's Signature Advisors Equity team, and overseeing equity investing as Co-Manager of the Signature High Income Fund, CI's largest fund. Ryan is a graduate of Saint Mary's University and is a CFA charterholder.
Daniel A. Bubis President 2012 2017
Biography Daniel Bubis is the President, Chief Investment Officer and founder of Tetrem Capital Management. Formed in 2004, Tetrem offers investment management services to institutional and private clients. Mr. Bubis leads a team of professionals who share a disciplined adherence to a value-based, contrarian investment philosophy. Mr. Bubis has served as the Lead Portfolio Manager of United Canadian Equity Value Pool since its inception in 1993. Mr. Bubis graduated from the University of Western Ontario with an Honours Business Administration degree and holds the Chartered Financial Analyst designation.
Alec McIsaac Investment Analyst 2012 2017
Aaron C. Clark Partner 2012 2015
Biography Aaron is partner of the firm and is a portfolio manager for GW&K’s all-cap and dividend-focused strategies. Overseeing two of GW&K’s original equity strategies, Aaron applies his rigorous fundamental analysis to seek out high quality businesses across the market cap spectrum to help clients meet their personal goals for income and growth. He is a member of the firm’s Investment Committee. Aaron started in the industry as an analyst and has had portfolio management responsibilities since 1998. Previously, he was a principal and portfolio manager at Tetrem Capital Management with responsibility
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