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Sunwise Essential Ci Premier Global Income & Growth Segregated Fund Invstmtestment Class (0P0000Q3AY)

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SunWise Essential CI International Balanced Segreg historical data, for real-time data please try another search
19.369 -0.080    -0.44%
16/09 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 233.93K
SunWise Essential CI International Balanced Segreg 19.369 -0.080 -0.44%

0P0000Q3AY Overview

 
On this page you'll find an in-depth profile of Sunwise Essential Ci Premier Global Income & Growth Segregated Fund Invstmtestment Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000Q3AY among other information.
Category

Global Neutral Balanced

Total Assets

233.93K

Expenses

Inception Date

Sep 16, 2010

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 2021 2022
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.
Geof Marshall Senior Vice President 2010 2022
Biography Geof Marshall, Vice-President, Portfolio Management and Portfolio Manager, heads the high-yield bond team at Signature Global Advisors. Mr. Marshall has extensive experience analyzing, managing and trading high-yield bonds, convertible bonds and leveraged loans. He is the lead manager. He joined CI in 2006 from Manulife Financial, where he was a portfolio manager. Mr. Marshall holds a BA from the University of Western Ontario and the Chartered Financial Analyst designation.
John Shaw Vice President 2010 2022
Biography John Shaw, Vice-President, Portfolio Management and Portfolio Manager started in the investment industry in 1990. He has experience in international credit analysis, trading and portfolio management. Mr. Shaw’s responsibilities are focused on corporate bonds and preferred shares. Prior to joining Signature in 2004, he worked at Canada Life Assurance for 13 years, most recently as a U.S. corporate bond trader. Mr. Shaw holds a BA in Economics from Queen’s University and the Chartered Financial Analyst designation.
Eric Bushell Senior Vice President 2010 2021
Biography Eric Bushell, CFA Senior Vice-President, Portfolio Management and Chief Investment Officer, began his career as an equity analyst and trader at BPI Mutual Funds in 1993, before becoming a portfolio manager at the firm. He joined CI’s Signature team in 1999 when BPI became part of CI Investments. He was named Chief Investment Officer of Signature in 2002. He was named Morningstar’s Fund Manager of the Decade in 2011, Morningstar’s Equity Fund Manager of the Year in 2009 and Investment Executive's Fund Manager of the Year for 2008. Mr. Bushell holds a BA from Queen's University.
Scott Vali Lead Portfolio Manager 2010 2014
Biography Scott Vali, CFA, Vice-President, Portfolio Management and Portfolio Manager, has been in the investment industry since 1997. In 2000, he joined Signature as a trader from AIC Group of Funds, where he was an international equities trader. He joined Signature as an equity analyst in June 2001. In 2006, he was appointed co-portfolio manager of Signature Canadian Resource and CI Global Energy. Mr. Vali has an Honours BA in Economics and Commerce from the University of Toronto. He was ranked as one of Canada’s 50 “Top Gun” equity portfolio managers by Brendan Wood International in 2008.
James Dutkiewicz Senior Portfolio Manager 2011 2011
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.
Robert A. Beckwitt Managing Director 2010 2011
Biography Bob joined Trilogy Advisors from Goldman Sachs Asset Management, where he was a Managing Director and served as a Portfolio Manager and Co-Head of International Equities and Emerging Markets. Previously, Bob was a Portfolio Manager at Fidelity Investments. He has a B.A in Economics from Princeton and a M.S. in Finance from the Sloan School at Massachusetts Institute of Technology.
William Sterling CIO (Chief Investment Officer) 2010 2011
Biography Mr. Sterling serves as Global Strategist at GW&K, a position he has held since 2019. Previously, Mr. Sterling served as Chief Investment Officer and Chief Executive Officer at Trilogy. He has worked on the staff of General Motors as Senior Economist with the Competitive Analysis Group, and at Merrill Lynch as Chief Strategist. He was Global Strategist and Portfolio Manager for BEA/Credit Suisse Asset Management before founding Trilogy Advisors. Mr. Sterling has earned an MA and PhD in economics from Harvard University and studied at the University of Tokyo as a Fulbright Scholar.
Gregory J. Gigliotti President 2010 2011
Biography Greg joined Trilogy Advisors after having been Vice President and Senior Portfolio Manager at Goldman Sachs Asset Management, where he co-managed a $7 billion series of mutual funds and institutional accounts. Greg also worked at Franklin Mutual Advisors (formerly the Mutual Series Funds) as a Vice President and Senior Analyst and was member of the investment team led by Michael Price. He has a B.A. in Economics and International Relations from Connecticut College.
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